As Raffa Investment Adviser’s Chief Investment Officer, I support all areas of the firm’s analytical and due diligence processes, and serve as a primary portfolio manager for our nonprofit and association clients. I have two decades of financial services experience, and I’ve been with Raffa Investment Advisers since 2010. Prior to Raffa, I was a Senior Account Executive at CapitalSource Finance, LLC, where I managed a portfolio of commercial real estate loans. My responsibilities included financial analysis and due diligence in support of overall strategy recommendations. I started my career as an Investment Performance Analyst at Cambridge Associates, LLC, where I was responsible for performing a variety of research and analytical functions, including the effect of asset allocation and security selection on risk and return. As a Chartered Financial Analyst, I earned the right to use the CFA designation after meeting the CFA Institute’s educational and professional requirements. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. I’m a member of the CFA Society of Washington D.C. and an investment adviser representative of Raffa. I’ve spoken on issues impacting nonprofit & association investing for the following organizations: the Greater Washington Society of CPAs, the American Society of Association Executives (ASAE), BoardSource, Association TRENDS, and the Finance and Administration Roundtable (FAR). I graduated cum laude from the University of Richmond with a Bachelor of Science degree in Business Administration and concentrations in Accounting and Finance.
