The Allocator Training Institute is continuing to build out our team.

Alex Ambroz has over 20 years of investment and leadership experience, including working with the Cleveland Clinic Investment Office, the CIO team at J.P. Morgan, and as a Senior Analyst with Morgan Creek Capital Management. He also served in the U.S. Army and was recognized as the Soldier of the Year (out of 5,000). He holds an undergraduate degree from the University of Massachusetts, Amherst and an MBA from Duke University.

Geetanjali is a 2023 graduate of University College Dublin, earning a Master's Degree in Digital Marketing. Her past experience includes working as a Digital Marketing Executive for Manufapp and DailyMails. She also holds a BBA from Amity University.

Ralitsa Petkova is an Associate Professor, Banking and Finance Department at Case Western Reserve University. Petkova’s research focuses on empirical asset pricing. Her findings have appeared in such prestigious journals as the Journal of Finance, Review of Financial Studies, Journal of Financial Economics, and the Journal of Empirical Finance. She holds a PhD from University of Rochester and a BA from Hamilton College

After 20 years on Wall Street, Jonathan was the first CIO for Baylor University, and then the first CIO for The Ohio State University. He was then the CIO for the Harry & Jeannette Weinberg Foundation before retiring. He earned an MBA from Baylor University and a BS from Willamette University.

After 30 years in investment management, Howard then spent eight years as the CEO of Absolute Plus Advisors before joining the Hawaii Employees’ Retirement System. He spent ten years there before retiring, finishing his career as the Chief Investment Officer. He earned an MBA from the University of Chicago and an AB from Dartmouth College.

Evril’s career started on Wall Street, working for Smith Barney and then Merrill Lynch. He then joined the New York State Common Retirement Fund as a Deputy Director of Global Equity before eventually joining the Hershey Trust. He earned an MBA from Clarkson University and a BS from the State University of New York, Potsdam.

Biagio’s career started as a professor, then equity analyst, then moved to an investment role with the Federal Reserve System. He has since been a senior investment leader, overseeing over $30 billion in multi-asset class portfolios. He has earned a PhD from Columbia University and a BEEE from City University of New York.

Josh has over 20 years of experience, starting as an investment banker and then working at a university endowment. He was also a senior leader with Morgan Creek Capital Management before moving to KNOW Bio. He has earned a BS from the University of North Carolina.

After starting her career in engineering, Bhavya moved to working in Investment Banking. She later started working as an Associate Director of Investments for the William & Flora Hewlett Foundation before joining Santa Clara University. She has earned an MS from Carnegie Mellon University and a BE from the RV from College of Engineering.

John’s career spans almost 30 years across the investment management world, including as the CEO of Cadogan Management and Global Co-Head, Asset Management for Cantor Fitzgerald. He earned a BA from DePauw University and a BA from Waseda University.

Mike started his career working in the investment office for Mass General Brigham and later worked on investments at CSAA Insurance and MSCI. He later worked as an Investment Director with Emory University before joining Children’s Healthcare of Atlanta. Mike has earned both an MBA and a BS from the University of Massachusetts, Boston

Sean’s career has spanned from equity research, to fund-of-funds, and investment banking. He also spent time in enterprise strategy before joining as a senior leader with KeyBank. He has earned an MBA from Vanderbilt University and a BBA from the University of Notre Dame.

Gregory’s career started in the allocator industry, working with the Carnegie Corporation, the YMCA Retirement Fund, and then on the investment team at Wellesley College. He earned an MBA from the University of North Carolina and a BS from the University of Connecticut.

William’s career has been focused on investments, starting with the Fiduciary Trust Company and time spent in China. He then spent more than a decade with Artemis Wealth Advisors before joining as a senior leader with iCapital. He has earned an MBA from Columbia University and a BS from Virginia Tech University.

Brian has worked in the securities industry for over 20 years. Prior to joining Marist, he led a team in Citigroup's Special Situations Group, where he was responsible for structuring esoteric asset-backed securities, including deals backed by mutual fund fee, timeshare, energy, movie, auto and mortgage collateral. He has earned an MBS and BS from the University College Dublin.

Anjum’s career of 40 years has spanned banking, investment management, financial consulting, and as an allocator with Oberlin College, Case Western Reserve University, and DePaul University. He is now a senior leader with the International Private Bank and Night Sky Capital Management. He has earned an MBA from Case Western Reserve University and a BA from the University of Bombay.

Dan’s career started as an equity research analyst before moving to the allocator world, focusing first on research, manger selection, and then risk. He earned an MBA from the University of Chicago and a BS from the University of Minnesota.

Jen’s career started as an auditor before moving to work in investment management with the Alaska Permanent Fund Corp. She then covered equity research with Pacific Crest Securities before moving to senior roles with the Oregon State Treasury. She earned an MBA from the University of Alaska, Fairbanks, and an MA from the University of Ottawa.

Sam has over 40 years of experience, starting as a credit analyst focused on high yield securities. He also spent time working as a senior leader and partner with a fund-of-funds firm and other investment firms. He has earned an MS from Boston University and a BS from Cairo University.

Anjum’s career of 40 years has spanned banking, investment management, financial consulting, and as an allocator with Oberlin College, Case Western Reserve University, and DePaul University. He is now a senior leader with the International Private Bank and Night Sky Capital Management. He has earned an MBA from Case Western Reserve University and a BA from the University of Bombay.