Sona Menon is the Head of the North American Pension Practice. Based in Boston, she also serves as an Outsourced Chief Investment Officer (OCIO) for a diverse group of pension clients. Sona has been with Cambridge Associates since 2001 and brings nearly 23 years of investment industry experience to her clients.
Sona works with a variety of institutional investors that include public, union, and non-profit plan sponsors; health care institutions; and other investors with multi-asset pools. As an OCIO, Sona serves in both fully discretionary and non-discretionary capacities, overseeing plans’ investment portfolios. Sona has authored and contributed to several research papers on key investment topics impacting the North American pension industry and regularly speaks at industry conferences.
Sona began her tenure at Cambridge Associates building endowment portfolios. Prior to her senior roles in the North American Pension Practice, Sona spent over two years working in Cambridge Associates’ London office, where she served institutional investors located in the United Kingdom, continental Europe, and the Middle East. Prior to joining Cambridge Associates, she worked at JP Morgan in the sovereign risk research department, as well as on the emerging markets sales and foreign exchange trading desks.
Sona received an MBA from Harvard Business School and a BA in Government from Cornell University. She is fluent in Spanish, Hindi, and Gujarati.
Recently authored insights by Sona:
Defining the OCIO Benefit: What Value Can It Provide to Plan Sponsors?
Navigating Market Crises: Insights and Recommendations for US Plan Sponsors
Our Latest Thinking