Head of Global Pension Practice
We build customized portfolios that create the value each plan sponsor needs.
We serve as a fiduciary partner to owners of complex asset and liability pools, helping to achieve the objectives and create the value needed by each unique plan sponsor. In doing so, we apply these key strengths:
With deep experience in the complex challenges plan sponsors face, we focus on maximizing results for each valuable unit of risk and capital. We think holistically, managing the interaction of risk hedging and growth portfolios to optimal effect and leveraging our firm’s full resources to help secure plan success.
We determine what success looks like for each plan sponsor and commit every effort to achieving it. Led by a senior investor and backed by an expert team of pension professionals, each recommendation is shaped by what matters to that plan and made solely because we believe it will most effectively achieve plan goals.
Our global footprint allows us to uncover best-in-class investment ideas, and our scale allows us to negotiate competitive terms for the benefit of our clients. For four decades, we have built a network of established and promising new managers across both alternative and public markets, all with one purpose: to provide access to the right managers for each unique portfolio.
independence and alignment with client interests
We are an independent partner to our clients, with a full allegiance to our fiduciary obligations. We don’t sell proprietary products or accept fees from investment managers. Thus, no other business agendas compete with our clients for our best ideas — or for our focus on their best interests.
We meet each plan where they need us, providing service in a highly tailored way. Whether managing a total portfolio or a portion of it, and whether serving in a fully discretionary (i.e., OCIO) or non-discretionary investment management capacity, we customize our approach and strategies according to each plan’s unique goals and needs.
Meet Our Team
Head of Global Pension Practice
Brian is the Global Head of Cambridge Associates’ Pension Practice and a Managing Director. He is responsible for the firm’s work with more than 140 plan sponsors globally, and works directly with retirement plans and institutional investors who hire Cambridge Associates for fiduciary management and staff extension services. Brian’s clients range in size from $100 million to over $10 billion.
Brian has over 13 years of investment experience. Prior to joining Cambridge Associates in 2008, Brian was a Senior Associate at Parthenon Capital, a middle-market private equity firm in Boston with approximately $2 billion in assets under management. Prior to this, he covered the transportation industry as an Investment Banking Analyst at Morgan Stanley in New York City.
Brian received a BA in Economics and Political Science from Williams College and holds an MBA from Harvard Business School.
Head of North American Pension Practice
Sona leads the US and Canadian segment of the Pension Practice, working with a variety of institutional investors, including corporate and non-profit plan sponsors. She serves as an outsourced Chief Investment Officer on a discretionary and nondiscretionary basis for a variety of institutions, advising on ~$16 billion of portfolio assets. Sona spent over two years working in the firm’s London office, where she served institutional investors located in the United Kingdom, continental Europe, and the Middle East.
Sona has more than 19 years of experience in the investment industry. Prior to joining Cambridge in 2001, Sona was an Associate at JP Morgan in the sovereign risk research department and also worked on the emerging markets sales and foreign exchange trading desks at JP Morgan.
Sona received a BA in Government from Cornell University, holds an MBA from Harvard Business School, and is fluent in Spanish, Hindi, and Gujarati.
Head of European Pension Practice
Alex heads Cambridge Associates’ European pension practice and is based in London. He works for a number of pension schemes as lead advisor or outsourced chief investment officer. He advises on investment strategy, portfolio construction, risk management and manager selection.
Alex is also member of outsourced investment committees governing mandates in private investments, niche asset and alternatives for pension schemes.
Alex serves as volunteer on advisory committees for the CFA UK Society and the British Private Equity and Venture Capital Association.
Prior to joining CA, Alex worked as a Director and Head of Manager Research in KPMG’s Investment advisory team and previously at Hewitt Bacon & Woodrow and Allianz Group.
Alex received a B.A. (Hons) in European Business Studies from Portsmouth Business School, and holds an MSc in Finance and Accounting from London School of Economics.
Head of Middle East and Africa Practice
Alex is a Managing Director and Head of the Middle East and Africa Practice, based in Cambridge Associates’ London office. He has a particular interest in serving institutional investors in these regions. His clients include sovereign wealth funds, central banks, development funds and other large governmental investors, as well as families and an insurance company,
Before Alex joined Cambridge Associates in 2002, he was a diplomat with the British Foreign Service, where he focused on Middle Eastern issues. He was also an associate consultant at The Coba Group, a management consultancy, where he advised clients on a range of business and financial issues.
Alex received a B.A. at Merton College, University of Oxford.