Chief Investment Officer
What you do: I seek out the strongest investment opportunities around the globe for our families. As CIO, I am responsible for all aspects of the investment process, from asset allocation to manager selection to risk management.
What do you love most about being a part of Ohana: The opportunity to apply the strategies and processes I learned as an investor at one of the nation’s largest endowments, Stanford University, to a small, boutique, family-focused firm.
What you support: As an outdoors lover, I am committed to environmental preservation and educational organizations like the Nature Conservancy, the CA State Parks, and Point Reyes National Seashore Association. I support Scholar Match, which helps under-served youth face the harsh financial realities of higher education. I am also a supporter of the Can Do MS Center, a non-profit dedicated to improving the lives of those with Multiple Sclerosis.
BS from Cornell University
MBA from Tuck School of Business at Dartmouth
Profile: One of the reasons I moved from New York to Northern California two decades ago was to explore the majestic beauty of the West. The skiing. The hiking. The fishing. It’s still what I do—every chance I get.
Words to live by: If you only do what you can do, you'll never be better than what you are. - Shifu