Our People, Your Investment Team
We reward intellectual curiosity. We encourage debate and discussion of investment ideas. We put people on-the-ground in emerging markets to discover new opportunities. We foster an exchange of ideas and we sponsor research into new theories of portfolio construction and risk.
We hire people with a range of interests and strengths to promote independent thinking and discourse. Our formal, four-year training curriculum grounds all of our investment directors in our fundamental philosophies and fiduciary responsibilities. We are a learning organization. That means we bring innovative thinking to the work we do for you. And we’re better able to respond to your changing needs because our people are constantly evaluating the changing environment.
Our singular focus on building you a portfolio that meets your individual needs ensures that you receive highly tailored advice and dedicated service. Our scale allows us to bring our best thinking to every one we serve.
Meet our Team
Sandra A. Urie
Chairman and Chief Executive Officer
Chairman and Chief Executive Officer
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 global investment services.
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 US 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 Overseers at Boston Symphony Orchestra, the Board of Overseers at Boston Lyric Opera, Board of Directors at Social Finance, Inc., Stanford Management Company Board of Directors, 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 the Yale School of Management, the Board of Visitors of the New England Baptist Hospital, 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. 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.
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.
Scott A. Berney
Scott is the President of Cambridge Associates. He is responsible for the oversight of global strategic initiatives for the firm. Scott previously worked as an investment associate and then an investment director at Cambridge Associates from 1991 to 1995. 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 US recruiting.
Scott serves as Director and past 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.
Cambridge Associates recognizes that continued skill building and intellectual challenge are key components that keep our people motivated, enthusiastic, and able to add value for our clients.
Deirdre D. Nectow
Head of Global Business Development
Deirdre is the Director of Global Business Development and a Managing Director of the firm. She is responsible for overseeing all of the firm’s global marketing, client relations, and public relations activities.
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 position was Senior Vice President of Marketing for the charitable services area, where she was responsible marketing The Fidelity® Charitable Gift Fund as well as launching a private foundation business. 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 lending officer at Bankers Trust Company.
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.
We work hard to understand the problems that clients and prospective clients are asking us to solve and then match our services to the need at hand. It is gratifying when prospective and current clients affirm Cambridge Associates as their choice for investment advice and management.
Steven W. Nelson
Head of Portfolio Services
Steve is Head of Portfolio Services and a Managing Director of the firm. Steve oversees the development and management of our portfolio management products and services that support our clients’ investment offices and our investment teams. These include our Quantitative Resources Group, Benchmark Services Organization, Performance Reporting, Research Navigator, and our Manager Information and Client Data groups. He works closely with David Shukis in ensuring our investment teams have the support they need to do the very best for our clients. 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 investment services 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. Steve graduated from Boston College.
Our goal is to create a platform of investment office solutions that provide superior coverage of the global markets, contribute to more informed decision making, and ultimately, drive superior investment performance. We are increasingly delivering these tools directly to client desktops, where they can positively impact investment staff productivity and effectiveness.
Steven Y. Quintero
Steve is the General Counsel 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 US 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. Steve graduated from Harvard University and received his JD from Stanford Law School
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.
Chief Compliance Officer
Sean is the Chief Compliance Officer at Cambridge Associates and has been with the firm since 2009. As CCO, Sean is responsible for overseeing the firm’s compliance program.
Before joining Cambridge Associates, Sean served as in-house counsel at Liberty Square Asset Management where he was responsible for general legal and compliance matters. Sean began his compliance career as an analyst within the investment adviser compliance department of Fidelity Management and Research Company. Sean graduated from Trinity University with a BA in Economics, and holds a JD and MBA from Northeastern University.
Chief Technology Officer
Jason is the Chief Technology Officer at Cambridge Associates. In this role, he leads the information technology organization and functions.
Before Jason joined Cambridge Associates in 2014, he spent 15 years at Sapient Corporation. Most recently, he led Sapient’s Global Capital Markets practice where he was responsible for setting strategy and leading critical engagements with clients. Before taking on the practice leadership role, Jason was responsible for several key relationships with leading asset managers and hedge funds. His background includes leading IT and business consulting initiatives across multiple functions within the investment management process. Before joining Sapient, Jason worked for PriceWaterhouseCoopers and Accenture.
Jason graduated from University of Connecticut with a BS in Finance.
We have always focused on innovation in all aspects of our work. From our investment ideas to our business operations, we are committed to creating excellent experiences that lead to success for our clients.
David T. Shukis
Head of Global Investment Services
David is the Head of Global Investment Services and a Managing Director of the firm. David is responsible for providing overall strategic direction for investment services to our clients. David works closely with David Thurston, Head of Global Investment Research, to fully integrate the latest thinking from our research organization for the benefit of our investment advisors who work with our clients every day. He and the more than 200 investment advisors in his organization are accountable for delivering the highest level of service to clients in all practice areas and meeting or exceeding these clients’ investment objectives. For three years, David served as the head of Investment Manager Research at Cambridge Associates and prior to that, served as director of the firm’s Hedge Fund advisory practice after many years advising clients across the firm’s practices.
Prior to joining Cambridge Associates in 1989, David 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.
David graduated from the University of Pittsburgh and received an MA in History from Brown University and an MBA from Harvard Business School. He has also earned the Chartered Financial Analyst designation.
David is a member of the Board of Directors of Boston Lyric Opera.
We challenge ourselves every day to stay on the cutting edge of investment practices so that we can bring our clients the most current, innovative approaches to portfolio construction, governance, and risk management.
Chief Financial Officer
Susan is the Chief Financial Officer for Cambridge Associates. She joined the firm in 2012 as Head of Enterprise Risk & Audit and has more than 20 years of finance and risk leadership experience.
Before joining Cambridge Associates, Susan was a Vice President at Brinker International, a NYSE Fortune 1000 global company in Dallas, Texas. During her 11 years with Brinker, Susan served in a variety of finance and risk leadership roles, including as Vice President/Treasurer, Vice President Global Infrastructure, Vice President of Benefits, Vice President of Business Assurance (Enterprise Risk Management), and, initially, as Director of Internal Audit. Susan began her career with PricewaterhouseCoopers where she specialized in Financial Services and completed a 2-year international secondment to Brazil. Susan brings a decade of experience with a Big 4 professional service firm and a combined 20+ years working with global Fortune 1000 companies. Before relocating to the Boston area, Susan served on the Board of Trustees for Alcuin School in Dallas, Texas. During her tenure, she served on the Audit, Strategy, and Executive Committees and also as Vice President of the Board.
Susan graduated from Southern Methodist University with a BBA in Accounting. She is also a Certified Public Accountant and holds the CRMA (Certified in Risk Management Assurance) designation.
Strong financial practices lead to insightful decisions, improved returns, and ultimately, peace of mind. We work collectively to create this outcome for our clients and for our own business as well.
Head of Global Investment Research
David is the Head of Global Investment Research and a Managing Director at Cambridge Associates. In his role, David oversees more than 150 professionals dedicated to evaluating institutional quality investment managers as well as researching and publishing a wide range of reports addressing capital markets themes and trends. He is responsible for ensuring close alignment between our investment manager ideas and the firm’s capital market and asset allocation views. As Head of Global Investment Research, David drives collaboration among the leaders of our public growth, private growth, hedge funds, real assets, investment grade bonds and market research teams to set the strategic direction for all of the firm’s research efforts.
David has been with the firm since 1977. Throughout his tenure, he has overseen portfolios for a variety of institutional investors, including nonprofit organizations, private clients, and retirement plans.
David graduated from Brown University and received an MBA from Harvard Business School.