Board and investment committee service requires more than industry knowledge. It demands judgment, accountability, and the ability to ask difficult questions when consensus pressures exist.
Robert brings 30 years of institutional investment experience to board roles. He served as CIO managing $10 billion in pension assets. He built investment programs, navigated market crises, and earned stakeholder trust through transparent decision-making and results.
As a board or committee member, Robert focuses on governance that protects long-term interests. He challenges assumptions, evaluates risk frameworks, and ensures management recommendations align with organizational objectives. His questions cut through complexity to expose what actually matters.
Organizations benefit from independent directors who understand investment operations at a technical level but serve fiduciary obligations first. Robert provides that combination. He has lived the pressures CIOs face, understands what boards need to know, and recognizes when oversight needs to push harder.
We serve organizations seeking independent board or investment committee members with institutional investment experience. This includes pension plans, endowments, foundations, asset management firms, and financial services companies that need directors with CIO-level expertise and proven governance skills.
We provide conflict-free advisory services. No affiliated products. No database fees from managers. Our recommendations serve your interests alone.
30 years managing and advising institutional portfolios. We have built investment programs, navigated market crises, and earned board trust through results.
We address the decisions that drive long-term outcomes. Asset allocation, private markets structure, governance design, and risk management frameworks.
We work within your existing resources and constraints. No theoretical frameworks. No cookie-cutter solutions. Just actionable advice that fits your organization.
