Sheena Effendi

Data Operations Analyst

Sheena supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Sheena graduated from George Mason University with a BS in Finance and has successfully completed the Level I CFA exam. Prior to joining the firm, Sheena was the Consulting Analyst for ORION Investment Advisors. In her free time, Sheena enjoys world travel.