Senior Consultant, CFA
Shreya supports institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. She is a member of the firm’s Nonprofit Business Council, Research Forum and Mission-Aligned Investing® Team. Prior to joining the firm in 2012, Shreya was a Knowledge Investment Analyst at The Northern Trust Corporation. She received a BS in Finance and Economic Consulting from Indiana University in Bloomington. Shreya is a CFA® charterholder and member of the CFA Society of Chicago. Shreya is on the Associate Board for Urban Initiatives and enjoys traveling, sociology and jigsaw puzzles.