Committed to understanding industry issues and delivering best-in class custom solutions for your organization’s unique objectives.
As of Dec 31,2024
The commitment of a global leader and specialized team
Meet the Team

Mack Kline, Head of U.S. Endowments, Foundations & Healthcare

Jean Walshe, CFA, CAIA,
Head of U.S. Endowments, Foundations & Healthcare Client Strategy

Michael Smith, Client Advisor, Endowments, Foundations & Healthcare

Heather Hewkin, Client Advisor, Endowments, Foundations & Healthcare
Who we serve
Thanks to proprietary tools and our expertise across asset pools (endowment; foundation; short-, intermediate- and long-term operating; defined benefit;defined contribution; and insurance), we provide enterprise level analytics to inform strategic asset allocation optimization. Our interests are aligned, since investment professionals’ compensation is tied to long-term performance, and portfolio managers and client-facing professionals also invest alongside clients in our strategies.