Sandy Urie is Cambridge Associates’ Chairman and Chief Executive Officer and has been with the firm since 1985. Prior to assuming the CEO position, she was the Chief Operating Officer with responsibility
for directing the firm’s consulting practice.
Before Sandy joined Cambridge Associates, she worked as a member of the faculty at Phillips Academy (Andover) where she taught Russian language and served on the Admissions Office staff. She also served on the School’s development office staff where she had responsibilities for capital fund raising and eventually assumed the position of Associate Secretary of the Academy with responsibility for the School’s annual giving and alumni programs.
Sandy was a member and vice-chair of the Investors’ Committee of The U.S. President's Working Group on Financial Markets (2007-2010) focusing on defining best practices in alternative assets, including due diligence and ongoing oversight. She currently serves on the Board of Advisors for the Yale School of Management, the Board of Visitors of the New England Baptist Hospital, Board of Overseers at Boston Lyric Opera, Board of Directors at Social Finance, Inc., and the Global Board of 100 Women in Hedge Funds as Vice Chair. Sandy also currently serves on the Board of The Plymouth Rock Company. She formerly served on the Boards of Homesite Group Incorporated, Phillips Academy, Belmont Day School, Buckingham Browne & Nichols School, the Board of Overseers at the deCordova Museum and the Board of Overseers of The Institute of Contemporary Art. Sandy was an honoree at the 2005 "Women Who Make a Difference" award ceremony, hosted annually by the National Council for Research on Women.
When I describe to people the real joy that comes from working at Cambridge Associates, I tell them about our sophisticated and thoughtful clients, my incredibly talented colleagues, and the intellectual rigor required when working on capital market and financial issues. The combination of all three creates an energetic environment in which to work and enhances the ability of our clients to achieve their goals.
Sandy graduated from Stanford University and received an MPPM degree from the Yale School of Organization and Management. She has earned the Chartered Financial Analyst designation.
Scott is the President and Chief Operating Officer at Cambridge Associates. He oversees all of the firm’s consulting and internal functions. Scott previously worked as a consulting associate
and then a consultant at Cambridge Associates from 1991 to 1995 and re-joined the firm in 2002. During that time, he worked with a wide range of nonprofit and private clients and also helped to oversee and develop the firm’s modeling capabilities.
Before Scott joined Cambridge Associates, he worked at Monitor Group as a strategy consultant with a focus in health care and financial services, leading projects in areas such as merger integration, marketing strategy and segmentation, and organizational design and strategy. He also served as the head of U.S. recruiting.
Cambridge Associates recognizes that continued skill building and intellectual challenge are key components that keep employees motivated, enthusiastic, and able to add value to our clients.
Scott serves as president of the Harvard University Band Foundation, a foundation that supports a group of Harvard-affiliated performing arts organizations. He graduated from Harvard University and received an MBA from the Stanford University Graduate School of Business, where he was an Arjay Miller Scholar.
Steve is the General Counsel and Chief Compliance Officer and Managing Director at Cambridge Associates. He has been with the firm since 2007. In his role, Steve oversees our global compliance
and legal functions.
Before joining Cambridge Associates, Steve worked for seven years in the Enforcement Division of the U.S. Securities and Exchange Commission, most recently serving as an Assistant District Administrator in the SEC's Boston office. In that role, he managed two branches of supervisors, attorneys, and paraprofessionals with responsibility for enforcement of the federal securities laws in the New England region. Prior to that, he worked as a litigation associate in a Boston law firm and served a judicial clerkship with a federal district court judge.
I am most proud of our commitment to providing independent unbiased advice to our clients. That core value—putting our clients first—is ingrained in our firm's DNA.
Steve graduated from Harvard University and received his JD from Stanford Law School
Jill is the Chief Administrative Officer at Cambridge Associates. She oversees the firm's global human resource and facilities functions. In addition, she leads several initiatives aimed at calibrating and
improving efficiency and productivity within the firm.
Before Jill joined Cambridge Associates in 2010, she was a partner at Monitor Group with dual responsibility for internal and commercial leadership within the consulting firm. She was a member of the firm’s global Executive Team responsible for internal communication and engagement of personnel. She was also responsible for selling, delivery, and account management of consulting engagements and specialized in advising clients on innovation and change management. Prior to joining Monitor, Jill worked in the White House Office for Economic and Domestic Policy.
Jill graduated cum laude from Harvard College with a BA in Economics. She received a postgraduate diploma in History from the University of Sheffield in England and an MBA from Harvard Business School.
Jody is a Co-Director of Consulting and a Managing Director of the firm. In her role as Co-Director of Consulting, she works closely with the Boston, Dallas, London, and Menlo Park office leaders in
managing the consulting practices in each location. She works with Steve Nelson in cross-office coordination for the firm's consulting practice as a whole. She also manages the firm's consultant performance evaluation and compensation process and consultant recruiting efforts, and assists with staffing and professional development for our consulting staff. Additionally, Jody serves a select number of clients as an investment consultant.
Jody began her career with Cambridge Associates as a consulting analyst, eventually being promoted to senior consulting analyst and team leader before leaving the firm for business school. Before she re-joined Cambridge Associates in 1999, she was Manager of Team Operations with the National Basketball Association in New York, where she directed the league-wide Revenue Assistance Program, provided strategic consulting to the front offices of all 29 professional basketball teams, and helped to create the operational and strategic plan for a new developmental league, the NBDL. Prior to this, she was an Associate with McKinsey & Company, Inc in their Boston and New York offices.
Cambridge Associates is most fortunate to attract and retain outstanding consultants with broadly diverse areas of expertise from a variety of backgrounds. They are highly talented investment professionals who constantly move CA's thinking forward from both conceptual and client-service perspectives.
Jody graduated from Harvard College magna cum laude and received an MBA from Harvard Business School.
Steve is a Co-Director of Consulting and a Managing Director of the firm. In this capacity, he works closely with the Arlington, Singapore, and Sydney office leaders in areas such as staffing, professional
development, and recruiting. He collaborates with Jody Fink in cross-office and group coordination for the firm’s consulting practice as a whole. He plays a similar role with respect to the firm’s Mission-Related Investing group and continues to serve a variety of clients in Asia on general investment issues. Steve joined the firm in 1998, and relocated to Singapore in 2001 to establish the firm’s presence in Asia, leading the development of our consulting practice in the region until June 2008.
Steve has authored several research reports, including Japanese Distressed Investing, Chinese Venture Capital, and Investing in Listed Chinese Equities. He regularly represents the firm at industry events and presents at the firm’s client conferences. From 2002 to 2004, he was a member of the Financial Services Committee with the Singapore chapter of the American Chamber of Commerce.
Our global consulting team is an experienced group of lifelong learners, eager to help clients address the full range of investment opportunities and challenges based on truly independent advice.
Steve graduated from Boston College.
Lindsey is Managing Director, Global Client Service and Relations at Cambridge Associates. She works closely with strategic clients and prospects and oversees multiple global investment
conferences, roundtables, and workshops. She has been an integral part of the firm's client services and communications strategy more broadly.
Before Lindsey joined Cambridge Associates in 1999, she was the strategic planning officer, and later, a portfolio analyst/manager for the Hancock Timber Resource Group. Lindsey was also a senior consultant with Booz Allen & Hamilton, where she consulted to the Environmental Protection Agency and the U.S. Coast Guard. In addition, Lindsey has worked in various capacities for three nonprofit institutions.
I am proud to work at a firm that supports institutional clients and families that influence and improve the society in which we live.
Lindsey graduated from Dartmouth College. She also received an MBA from the Yale School of Organization and Management and an MES from the Yale School of Forestry and Environmental Studies.
Deirdre is the Director of Business Development and a Managing Director of the firm. She is responsible for overseeing all of the firm’s global marketing and public relations activities, and plays an integral
role in business planning and strategic direction setting.
Before Deirdre joined Cambridge Associates in 2003, she spent seven years at Fidelity Investments where she held a variety of strategic marketing and consulting roles. Her most recent role was Senior Vice President of Marketing for the charitable services area, where she was responsible for launching their private foundation services business in addition to being responsible for marketing The Fidelity® Charitable Gift Fund. Prior to her Fidelity experience, she spent eight years as a strategy consultant at Price Waterhouse and CSC Index, where she was responsible for developing strategic plans, market entry strategies, and organizational efforts and strategies for financial services organizations. She also spent four years as a commercial banker then commercial lending officer at Bankers Trust Company.
It is a pleasure for me to speak with prospective clients about Cambridge Associates and our value proposition. The combination of our independence of advice, alternative assets expertise, leading edge research, and global footprint is a very powerful combination that resonates with potential clients in these turbulent times.
Deirdre graduated cum laude from Mount Holyoke College with a BA in economics and received an MBA from the University of Chicago. She is an active fundraiser for several educational causes.
David is the Director of Investment Manager Research at Cambridge Associates. He has been with the firm since 1989. In his role, David oversees more than 100 professionals dedicated to researching
institutional quality traditional and alternative investment managers across the globe. Prior to becoming the Director of Investment Manager Research, David oversaw hedge fund manager research and consulting and worked with a wide range of endowed institutions, corporate pension funds, and family groups to construct and oversee hedge fund portfolios. David is a frequent presenter at industry conferences.
Before David joined Cambridge Associates, he was Vice President, Project Finance at Bank of New England. In this role, he originated, structured, and negotiated complex non-recourse financings for clients throughout the United States. Prior to this, he was the Assistant Vice President, Communication Division, at Bank of Boston, where he was involved with structuring and syndicating financing for companies in the entertainment and communications industries.
We are very fortunate that we have been able to develop long and established relationships with managers, which often results in unique investment opportunities for our clients.
David graduated from the University of Pittsburgh and received an MBA from Harvard Business School, where he received first-year honors. He spent three years in the Ph.D. program in history at Brown University, receiving an MA degree and completing all requirements for the Ph.D. degree except the dissertation. He has also earned the Chartered Financial Analyst designation.
Celia is the Director of Investment Strategy Research and a Managing Director at Cambridge Associates. Celia is responsible for establishing the firm's view on asset allocation in the current environment
and for editing and providing guidance to the various authors of the research reports produced by the firm. Celia specializes in topics involving capital markets and investment planning and has authored a variety of research reports throughout her tenure with the firm. In addition to her research responsibilities, she frequently leads discussions at the firm’s client roundtables.
Before Celia joined Cambridge Associates, she was a consultant for Harlan Brown & Co, a competitive intelligence consulting firm. In this position, she researched, wrote, and presented market analysis commissioned by Fortune 500 clients on a variety of consumer and industrial products. She also worked for the Employee Benefit Research Institute (EBRI), where she conducted research and wrote reports on retirement income security issues.
Our sole objective in research is to provide unbiased rigorous analysis designed to help our diverse client base meet their investment and programmatic objectives.
Celia graduated from the University of Pennsylvania and received an MBA from the Darden Graduate School of Business Administration at the University of Virginia.