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2015

Top 30 Ivy League Graduate Chief Investment Officers - Part 1

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Harvard, Yale, Princeton and Pennsylvania University are four of the most revered institutions in the world in terms of academia, networking and job preparedness. The graduates of these universities comprise a highly competitive workforce and in many cases are the leaders of their respective industries. Here are the top 30 alumni of Harvard, Yale, Princeton and Penn who now serve as chief investment officers of top tier endowments, family offices, foundations, banks, asset managers and insurance companies. Hear from top chief investment officers at Trusted Insight Alpha Conference 2017.  
David Swensen is Yale's Chief Investment Officer. Prior to joining Yale in 1985, David spent six years on Wall Street, where his work focused on developing new financial technologies. David graduated from the University of Wisconsin, River Falls in 1975. He earned his Ph.D in Economics at Yale in 1980. Show more
Ray Dalio is the founder and co-chief investment officer of Bridgewater Associates, a hedge fund with $155B in assets under management. Dalio is a Harvard graduate. Show more

Seth Alexander is president of the MIT Investment Management Company (MITIMCo). MITIMCo manages the Endowment, Retirement Plan, Retiree Welfare Benefit Plan, and other financial assets of MIT. Prior to joining MIT, Alexander was a director at the Yale Investments Office. Alexander is also a graduate of Yale University.

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Chuck Chai

Chief Investment Officer

Hillspire LLC

Chuck Chai is the chief investment officer of Hillspire, LLC, a single-family office created in 2006 to manage the capital of a California-based family. Chai is a Harvard graduate. Show more

John Barker is the chief investment officer of Partners HealthCare, managing a investment portfolio including long term, aggregate bond, money market, and ERISA investment pools. Previously Barker was a managing director at Harvard University endowment and an alternative asset manager at Wellesley College. Barker holds a MBA from University of Pennsylvania - The Wharton School and a bachelor's degree from Dartmouth College.

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Since 2008, Randy Kim has served as the chief investment officer of the Conrad Hilton Foundation. Kim holds an MBA and bachelor of arts from Yale University. Prior to the Hilton Foundation, Kim held various positions at the Yale University Investment Office. Show more

With responsibility for overseeing the group’s private equity activities, Mr. Wages has more than 20 years’ experience. Robert holds a bachelor degree in Chemistry from Princeton University. He has also been CEO of a privately-owned industrial automation firm in New York State, USA, after spending 17 years with Castle Harlan, Inc.

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Daren Wells

Chief Investment Officer

Granite Associates

For more than 18 years, Daren Wells has served as chief investment officer of Granite Associates, a single-family office located in Florida. Wells holds an MBA from Harvard Business School.  Show more

William Lee

Chief Investment Officer

Kaiser Permanente

William Lee, CFA, is the chief investment officer of Kaiser Permanente. Lee is a graduate of Harvard Business School. Previously, Lee served as chief investment officer of Levi Strauss & Co. and as senior vice president and chief investment officer at Bank of America. Show more
Scott Scharer is the chief investment officer at Delaware Ladera Management Co., a single-family office located in Massachusetts. Scharer holds a bachelor of arts from Princeton and an MBA from New York University. Show more
Matthew Cornue is the chief investment officer at Horowitz Group, a single-family office based in Southern California. Cornue holds a bachelor of arts from Harvard and an MBA from the University of California, Los Angeles. Show more

Since 2008, Jason Klein has served as the senior vice president and chief investment officer at Memorial Sloan-Kettering Cancer Center. Klein holds an MBA from the University of Pennsylvania, a JD from University of Pennsylvania Law School and a bachelor of arts from Wesleyan University. Previously, Klein served as chief investment officer of The Museum of Modern Art for five years.

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Since 2005, Kathryn J. Crecelius, CFA, has served as chief investment officer at The Johns Hopkins University's $4B endowment. Crecelius holds a PhD in French literature from Yale University. Prior to Johns Hopkins, she was managing director for marketable alternative investments at the Massachusetts Institute of Technology.

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David Salem is the chief investment officer for Windhorse Capital, a single-family office. Salem received a JD cum laude from Harvard Law School and an MBA with high distinction from Harvard Business School, where he was elected a Baker Scholar. Prior to assuming his current post in September 2010, Salem served for 18 years as founding president of The Investment Fund for Foundations.

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Landis Zimmerman

Vice President and Chief Investment Officer

Howard Hughes Medical Institute Endowment

Landis Zimmerman joined HHMI as vice president and chief investment officer in 2004. He is responsible for investing the Institute’s endowment. Zimmerman graduated from the University of Pennsylvania with a BS in economics, and received his MBA from Penn’s Wharton School.

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Charles Kennedy is the chief investment officer at Carnegie Mellon University. Kennedy earned an MBA from Harvard Business School in 1995. Kennedy was an investment banker and later taught at the University of Pittsburgh before joining Carnegie Mellon’s investment team as a senior investment manager. Show more

William Coaker Jr. is the chief investment officer at the San Francisco Employees Retirement System. He is a graduate of Yale University and holds an MBA from Golden Gate University. Previously, Coaker served as a senior managing director at the University of California Office of the Chief Investment Officer. Coaker is a chartered financial analyst, certified financial planner and a certified investment management analyst.

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David Kilborn

Chief Investment Officer

Performa

David is Performa’s chief Investment officer responsible for investment policy and is a member of the firm’s Executive Management Team. Performa clients benefit from his more than twenty years of investment management experience and wealth of fixed income knowledge. Kilborn is a Harvard graduate.

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Karl Scheer joined the University of Cincinnati in 2011 as chief investment officer. Previously, Scheer worked at Summer Hill, a Mason Ohio-based family office. Mr. Scheer joined in 2005 and at which he co-managed a $1B endowment-style investment program. Mr. Scheer earned a bachelor of arts from Harvard University. 

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Sherry Rexroad

Chief Investment Officer

BlackRock Inc.

Sherry Rexroad is the chief investment officer for Blackrock's newly launched global real estate securities platform. Rexroad is responsible for building and ultimately leading a best-in-class investment team for the company’s real estate securities group. Prior to joining the company, Rexroad amassed experience managing global, U.S. and long short hedge fund mandates. Ms. Rexroad graduated from Haverford College and holds an MBA from The Wharton School, University of Pennsylvania.

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Mark Baumgartner is chief investment officer at the Institute for Advanced Study. Baumgartner holds a PhD in mechanical and aerospace engineering from Princeton University. Prior to joining IAS, he served as Director of Asset Allocation and Risk at the Ford Foundation, and Managing Director, Senior Portfolio Strategist and Head of the Portfolio Architecture team for Morgan Stanley Investment Management’s Global Portfolio Solutions group.

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Erik Knutzen

Chief Investment Officer

Neuberger Berman

Erik Knutzen joined Neuberger Berman in 2014 as the chief investment officer in multi-asset class portfolios. Prior to Neuberger Berman, he served as chief investment officer of NEPC LLC. He has over 25 years of experience in the financial services industry. Knutzen has been awarded the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. He graduated with a bachelor's degree in history and political economy from Williams College, and holds an MBA from Harvard Business School.

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Archibald E. Asawa joined Soka University of America in March 1998. He currently serves as the vice president for finance & administration and chief financial officer. Asawa's responsibilities include the overall management of the university's operations, including budget, finance and investments, information technology, development, community relations, human resources, facilities and grounds management, purchasing, environmental health and safety, security, events, contracts management and auxiliary businesses. Asawa received his BA in Economics from Yale University and attended the doctoral program in management at UCLA's Anderson Graduate School of Management, focusing on strategy and organization.

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Hugh O'Donnell was named chief investment officer of Colby College's $611 million endowment in 2012. Previously, he was an investment manager at Honolulu-based Kamehameha Schools' $9.1 billion endowment, a General Partner at Crescent Private Capital, an associate at TA Associates, and an analyst at Fleet Bank. He received a bachelor's at St Mark' School in 1989 and graduated with an MBA from Harvard University in 1993. 

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Howard Berner is the chief investment officer at Principia College’s $645 million endowment. Berner is a graduate of the West Point United States Military Academy and holds an MBA from Harvard Business School. Prior to joining Principia, Berner spent 14 years in the military gathering intelligence in Cold War-era East Germany. 

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Anne-Marie Fink is the chief investment officer for the State of Rhode Island, overseeing investment of the $7.3B+ defined benefit plan of the Employees’ Retirement System of Rhode Island, as well as ERSRI’s defined contribution program and the state’s cash management. She earned her BA from Yale University and her MBA from Columbia Business School. Prior to joining the Employees' Retirement System of Rhode Island in 2012, Ms. Fink was a Managing Director at J.P. Morgan Private Bank where she managed a portfolio of hedge funds for five years.

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Frank is the chief investment officer and a partner of StoneWater Capital. Frank holds a B.S. from the Ecole Nationale Superieure des Telecommunications (ENST Paris also known as Telecom ParisTech), a Ph.D. from Princeton University and an M.B.A. from Harvard Business School. Frank brings over 19 years of public and private equity investment experience in developed and emerging markets, as well as a proven expertise in portfolio construction. 

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Perry Braun

Chief Investment Officer, Senior Vice President

Wilton RE Services

Perry Braun is senior vice president and chief investment officer of Wilton Re. Mr. Braun holds a B.A. in History from Yale University and a J.D. from Harvard Law School. Prior to joining Wilton Re in 2005, Mr. Braun spent 17 years as an investment banker focused on the insurance industry, most recently as a managing director in the Financial Institutions Investment Banking Group at Bank of America Securities. 

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In 2010, Thomas V. Sheehan founded Round Oak, a multi-family office. Mr. Sheehan started the firm with the vision of combining the best of traditional investment management with the more modern portfolio theory to which he was exposed, while working at large Wall Street banks earlier in his career. Mr. Sheehan received ​a B.A. in History and Economics from Yale University. 

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Jae Yoon is the chief investment officer of New York Life Investment Management and chairman of Investment Governance Committee. Yoon is a graduate of Harvard.  Show more

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