Jeremy joined the Investment Management Office in January 2008. Jeremy is responsible for all aspects of managing the endowment and related assets. His 25 years of investment experience include Senior Investment Officer at Cornell University and Investment Director at Duke Management Company. In addition, he founded Trusten Capital Management where he managed a long/short micro-cap hedge fund as well as a micro-cap fund-of-funds on behalf of a large foundation. Jeremy started his investment career as an equity analyst at Fidelity Management and Research in Boston. He has a BSM in Finance from the A. B. Freeman School of Business at Tulane University and an MBA from the Fuqua School of Business at Duke University. He is also a member of the Board of Trustees of Cardigan Mt. School and Chairman of the Investment Committee.
Sam joined the Investment Management Office in April 2008. From 2000 to 2007 he was a portfolio manager of a long/short hedge fund focused on U.S. equities. He was previously a Director at Veronis, Suhler & Associates, a media and communications focused private equity fund from 1997 to 2000. Prior to his experience at VS&A, he spent four years as an investment banker in the real estate investment banking groups at Kidder Peabody and PaineWebber working on principal debt financing for major real estate firms. Sam received a BS in Finance and Investing from Babson College. Sam is a CFA and CAIA charterholder.
Paul joined the Investment Management Office in September 2008. From 2005 to 2008, Paul worked at OpHedge Investment Services as Director of Fund Accounting where he was responsible for managing the accounting group and for calculating NAV's of large, complex hedge funds. Prior to OpHedge, Paul has over 20 years of experience working in various accounting related roles for both hedge funds (Paloma Partners, Parker Global Strategies) and large financial firms (Drexel Burnham Lambert, Goldman Sachs, UBS). Paul holds an MBA with a concentration in International Finance from Pace University.
Diane joined the Investment Management Office in September 2008. Prior to joining the team, Diane worked for 10 years as an office manager for Blazzard, Grodd & Hasenauer, a law firm specializing in regulatory compliance for insurance companies and investment firms. Prior to that, she worked at GTE Corporation for 18 years with administrative responsibilities in various departments including treasury, audit, education & training, human resources, new ventures, and marketing.
Claudia joined the Investment Management Office in March 2013. Prior to joining the team, Claudia worked for 6 years as a Financial Analyst at Informa Investment Solutions. She attended Western Connecticut State University in Danbury, CT, where she graduated with a BS in Business Management/Accounting.
Scott joined the Investment Management Office in June 2011 after completing his MBA as a Morton A. Aldrich fellow with concentrations in Finance, Energy Markets and International Business at Tulane's A.B. Freeman School of Business. He also holds a BS in Economics and Financial Economics from Vanderbilt University and completed an abroad program in international trade at the London School of Economics. Scott joined the investment office after completing an internship at Fifth Third Securities in fixed income trading and working in the Private Client Group at UBS for two years. Scott has passed all three levels of the CFA program and is awaiting the required work experience.
Max joined the Investment Management Office in July 2011 after previously completing an internship at the Endowment during Summer 2010. He graduated from Tulane University's A.B. Freeman School of Business in May 2011 with a BSM in Finance. Max is a CFA Level II candidate.
Tulane University Investment Office, 203-716-8470 email@example.com