As a Senior Consultant, Shreya serves institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. She is a member of the firm's Investment Committee which sets all investment policies for the firm, establishes the framework for asset allocation and reviews and approves investment managers. She is also a member of the Endowments and Foundations Business Council and Research Forum.
Prior to joining the firm in 2012, Shreya was a Knowledge Investment Analyst at The Northern Trust Corporation. She received a BS in Finance and Economic Consulting from Indiana University in Bloomington. Shreya is a CFA® charterholder and member of the CFA Society of Miami. In her free time, she enjoys spending time with her family and exploring the parks and beaches in and around Miami.
