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2015

Top 30 Ivy League Graduate Chief Investment Officers - Part 2

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Cornell, Columbia, Dartmouth and Brown 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 Cornell, Columbia, Dartmouth and Brown 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.  

Alice Ruth is the chief investment officer at Willett Advisors LLC, which manages the philanthropic assets of Michael R. Bloomberg. Ruth received a bachelor of arts in Economics from Dartmouth College. Previously, Ruth was a managing principal and chief investment officer at Quadrangle Asset Management.

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Andrew Eberhart is the chief investment officer of a prestigious family office. Eberhart holds a bachelor of arts in economics from Cornell University and an MBA from the University of Pennsylvania.  Show more
Paul Platkin is the chief investment officer at Gruss & Co., a single-family office managing the wealth of Martin Gruss and his family. Platkin holds a BSBA in finance from Georgetown University and an MBA from Columbia University. Show more
Tim Dolan is the chief investment officer of GP Brinson Investments, which manages the wealth of the Brinson family and the Brinson Foundation. Dolan is a graduate of Cornell University. Show more
Ellen Ellison has served as chief investment officer for University of Illinois Foundation since 2013. She has more than 30 years of experience in the financial sector and was the former executive director of investments at the University of Miami. Ellison holds an MBA from Columbia Business School. 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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Sally Staley joined the university in 2002 as associate treasurer and became chief investment officer in March 2006. She holds a master of International Affairs from Columbia University and a bachelor of arts degree from the College of Wooster, where she currently serves as a trustee and investment committee member.

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David Holmgren serves as chief investment officer for Hartford HealthCare's $2 billion not-for-profit investment portfolio as well as chief investment officer for a $275 million Bermuda-based insurance fund. Previously, David served as principal investment officer for the Connecticut State Treasury and as executive vice president and senior portfolio manager at DSI/UBS Asset Management. David earned his MBA at Columbia University and has 26 year of investment experience in the U.S., Europe and Middle East covering traditional and alternative assets.

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Chuck Albrecht

Chief Investment Officer, Chairman

Volvo U.S. Pension & Trust

Chuck Albrecht is the chief investment officer and chairman of the Volvo U.S. Pension & Trust. Albrecht holds a bachelor of science in electrical engineering from Cornell University and an MBA from Pace University. Previously, Albrecht served as the vice president of fixed income sales and trading at Salomon Brothers/Citi Group.

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Collette Chilton is the chief investment officer for the Williams College Endowment. Chilton holds a bachelor of science from the University of California Berkely and an MBA from The Tuck School of Business at Dartmouth University. Before being named chief investment officer of Williams College, Chilton served as president and CIO of Lucent Asset Management Corporation, where she was responsible for funds totaling more than $40 billion.

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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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Matt Sonsini is the chief investment officer at The Sobrato Organization, a real estate development firm and charitable foundation. Sonsini is graduate of Dartmouth College.

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Adam Mantin is the chief investment officer of River Partners Capital Management, an asset management firm. Mantin holds an MBA from the Tuck School of Business at Dartmouth College. Previously, Mantin was a senior investment director at Cambridge Associates.

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Heather Davis

Chief Investment Officer Of Private Market Investments, Senior Managing Director

TIAA-CREF

Heather Davis is a senior managing director and chief investment officer of private markets investments for the TIAA-CREF organization. Davis holds a BA in economics from Cornell University and an MBA in finance from Cornell University's Johnson School of Management. Davis joined TIAA-CREF in 1995 and has 31 years of investment industry experience.

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Will Chen is the chief investment officer of FWD Life Insurance Hong Kong. Chen holds an MBA from Columbia Business School.

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Ms. Ana José Varela-González serves as the chief investment officer of Fundación Barrié. Ms. Varela-González holds an MBA from Columbia Business School and a dual degree in law and business administration from Universidad Pontificia Comillas (Madrid). Ms. Varela-González started her professional career as a consultant with The Boston Consulting Group.

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Michael Liou

Chief Investment Officer, Founder

Anvil Capital Advisors LLC

Michael Liou is the founder and chief investment officer at Anvil Capital Advisors where he oversees security selection, portfolio construction and derivative overlay. Michael received a BS in Electrical Engineering from Brown University, an MS in Electrical Engineering from Columbia University, and an MBA from New York University. Prior to founding Anvil Capital, he spent 17 years at Goldman Sachs as managing director.

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Mark Violante

Chief Investment Officer

FCA Group

Mark Violante is the chief investment officer at FCA Group, where he is responsible for the liquidity and acquisition financing that supports FCA Group’s extensive coast-to-coast operations. A graduate of Yale University, Mark also holds an MBA from Columbia Business School and the London Business School via their Joint Global Program. Mark began his career at Bear, Stearns & Co. in New York before moving on to director-level positions with the James Hotel Group, Peter Moore & Associates, and Gruss & Co.

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Joseph Bohrer is the chief investment officer of the Lafayette College Endowment. Bohrer holds a bachelor of arts in English literature from Columbia University and an MBA from New York University. Previously Bohrer was a senior investment director at the Alfred P. Sloan Foundation for ten years.

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Sid Malhotra is the chief investment officer at Kactus Capital Management, a private investment firm. Malhotra holds an MBA from the University of Chicago and completed an executive education program from Columbia Business School. Previously, Malhotra was a vice president at Pritzker Group Asset Management.

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Ronald Joelson

Chief Investment Officer, Vice President

Northwestern Mutual

As executive vice president and chief investment officer, Ronald. P. Joelson oversees management of the company’s $174 billion general account investment portfolio, which supports the company’s surplus and its insurance and annuity products. Joelson holds an MBA from Columbia Business School. Joelson is responsible for the company’s three investment subsidiaries: Mason Street Advisors, LLC; Northwestern Mutual Capital, LLC; and Northwestern Mutual Real Estate Investment, LLC.

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Miguel Dueñas

Chief Investment Officer, President

Dimension Capital Management

Miguel Dueñas is the chief investment officer of Dimension Capital Management. Dueñas graduated cum laude from Georgetown University, with a BS in finance and International Business. He received an MBA from Columbia Business School. Dueñas joined Dimension in 2005 as a board member, and was named president and chief investment officer in 2009.

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John Montag

Chief Investment Officer, President

Montag

John Montag is the chief investment officer and president of Montag, an asset management firm. Montag holds an MBA from Dartmouth's Tuck School of Business.

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Robert Tobin joined Persimmon Capital Partners in 2012 as its chief investment officer. Tobin received an MBA from Columbia Business School and a BS from the University of North Carolina at Chapel Hill. As CIO, he leads private equity and alternative investment activities and is also focused on Persimmon’s overall portfolio allocation strategy.

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David Aaron

Chief Investment Officer, Co-Chief Executive Officer

Executive Monetary Management

David Aaron is the chief investment officer and co-chief executive officer at Executive Monetary Management, a multi-family office. Aaron holds a bachelor of arts in international relations from Brown University. Previously, Aaron was a senior vice president at Lehman Brothers.

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Jonathan Lavine is the chief investment officer and managing partner of Sankaty Advisors, the credit affiliate of Bain Capital LLC. Lavine holds a bachelor of arts from Columbia University and an MBA from Harvard University. Previously, Lavine worked in private equity at Bain Capital.

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Kelly Masuda

Chief Investment Officer

Caruso Affiliated

Kelly Masuda is the chief investment officer of Caruso Affiliated, a real estate investment firm. Masuda holds a bachelor of arts in neurobiology from the University of California Berkley and an MBA from Columbia Business School. Previously, Masuda was a senior vice president and treasurer at KB Homes.

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Douglas Tengdin

Chief Investment Officer

Charter Trust

Douglas Tengdin is the chief investment officer at Charter Trust, a private wealth management firm with $1.5 billion in assets under management. Tengdin holds a bachelor of arts from Dartmouth College. Previously, Tengdin was senior investment officer at Banknorth Group.

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Michael Goodson is the chief investment officer at Wolf Group Capital, a private wealth management firm. Mr. Goodson holds the Chartered Financial Analyst designation and an MBA from the Columbia Business School.

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