Asha Mehta, CFA, is Managing Partner & CIO at Global Delta Capital. She was previously a Lead Portfolio Manager on Acadian's quantitatively managed strategies. Her thematic focus includes Frontier & Emerging Markets and Sustainability Investing. Prior to joining Acadian, Asha worked as an investment banker at Goldman Sachs and at Centocor in a strategy role. Early in her career, she conducted microfinance lending in India. She has traveled to over 80 countries and lived in six. Asha was named one of the Top 10 Women in Asset Management by Money Management Executive and was profiled as a "Brilliant Quant" by Forbes magazine. She is a frequent speaker at industry conferences and her work has been featured in Pensions & Investments, the FT, CNN, WSJ, and other publications.

 

Asha is a Board Member of CFA Society Boston and an Advisor to the High Meadows Institute. In addition, she is an active advocate of financial literacy and financial empowerment. She is a supporter of several related organizations, including Compass Working Capital and 100 Women in Finance. Asha holds an MBA with Honors from The Wharton School (University of Pennsylvania) and a BS, Biological Sciences and AB, Anthropology, from Stanford University. She was raised in Gainesville, Florida.

As managing director, Endowments and Foundations Strategy, Andrew is responsible for identifying, sharing, and acting upon the major trends occurring within the endowment and foundation marketplace. In this capacity, he synthesizes information on endowment and foundation trends, develops thought pieces for internal and external use, and partners with our clients as well as various groups at Wellington Management to ensure that the firm is positioned as a resource and solutions provider to the non-profit community.

In addition, Andrew serves as a relationship manager and business developer focused on endowments and foundations, helping to deepen the relationship and consultative partnership with clients and serving as a conduit for clients to ensure that the full range of resources and services of the firm are brought to bear on their behalf. 

Before joining the firm in 2000, Andrew held various roles at EgonZehnder International (1998) and Andersen Consulting (1996 – 1998). Andrew received his MBA from the Massachusetts Institute of Technology (Sloan, 2000) and his BBA from Emory University (1996). He holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.

Patrick C. Gregory, CFA — SECRETARY

Patrick Gregory, CFA is a Professor of Practice and the Managing Director of the Stephen D. Cutler Center for Investments and Finance. In this role, he oversees Babson's state-of-the-art investments lab, signature learning experiences like the Babson College Fund, and thought leadership events that position Babson at the forefront of finance education.

Before joining the faculty, Patrick was an institutional portfolio manager at FM Global from 2007-2015, where he managed the Healthcare, Internet, and Telecom sectors of a $6 billion equity portfolio. He was also responsible for the evaluation, selection, and ongoing evaluation of third-party investment managers. As a result, Patrick is a member of both the Board of Trustees' Investment Committee, which is responsible for managing the College's endowment, and the Babson College Retirement Program Investment Committee.

Prior to working at FM Global, Patrick was a full-time faculty member at Bentley College from 1998-2007. While at Bentley, he was the Director of Graduate Programs in Finance, where he coordinated the development of two AACSB-accredited master's degree programs. He then served as the Managing Director of the Hughey Center for Financial Services, providing strategic direction for the Center's research, teaching, and asset management activities. While at Bentley, Patrick was the recipient of the Davis Fellowship, Innovation in Teaching Award, and Masnicki Award.

A recognized thought leader on security analysis and valuation, Patrick is an advisor to investment firms, family offices, and high net worth individuals. He is also the co-author of Why Stocks Go Up and Down and his work has been featured on CNN and CNBC and in the Wall Street Journal, Business Week, and The Boston Globe.

Keon is a Managing Director in Cambridge Associates’ Boston office. He works with a number of universities, foundations, hospitals, cultural institutions, independent schools, and private clients across the world, ranging in size from $50 million to over $9 billion. Keon specializes in constructing and overseeing portfolios for his clients.

 

Prior to joining Cambridge Associates in 2005, Keon worked in equity risk management products with UBS AG in Hong Kong while attending business school. Prior to this, he worked as an Investment Manager for private clients at JP Morgan Private Bank, administering investment portfolios for private clients of the southeast regional office in Atlanta. Prior to this, Keon was an Associate in the equity derivatives group at JPMorgan & Co. in New York.

Will Krause is a Senior Portfolio Manager in Northern Trust’s Wealth Management practice.  Over his career he has held numerous financial advisory roles, advising both private wealth and non-profit clientele on investment management, financial planning, and matters relating to trusts and estates.  He earned his Certified Financial Analyst (CFA) Charter and is a subject matter expert on sustainable investing.

 

Will is a graduate of Harvard University, and is passionate about his service to the community.  He is a member of the Board of Directors and the Finance Committee of the International Institute of New England (IINE).  He also established IINE’s investment fund, and currently sits as co-chair of its Investment Committee.  IINE is a 100-year old non-profit that creates opportunities for refugees and immigrants to succeed in their new environment in New England. 

 

He is also focused on closing the financial literacy gap.  He is co-chair of the CFA Boston Financial Literacy Initiative, a volunteer program that partners with local organizations to teach financial concepts to their constituents.  He is a member of the CFA Institute Financial Literacy and Investor Education Steering Committee, an international body of CFA Charterholders looking to harness the scope and reach of the CFA Institute to promote improvements in global financial literacy. Finally, Will is a member of the Advisory Board of Boston’s Institute of Contemporary Art.

Kenechukwu E. Anadu, CFA, CAIA — Director, 3-Year Term

Kenechukwu Anadu, CFA, CAIA is a vice president at the Federal Reserve Bank of Boston’s Supervision, Regulation, and Credit Department, where he co-heads the Supervisory Research and Analysis Unit. SRA conducts research and analysis on the risks to financial stability arising from bank and non-banks and supports the Boston Fed.’s participation in numerous Federal Reserve System initiatives, including the stress testing program and the quantitative surveillance assessment of financial stability.

Kenechukwu is also the co-chair of the Federal Reserve System’s monitoring and analysis program for the largest, most systemically important banks. Prior to joining the Boston Fed., Kenechukwu was a fixed income analyst at the Massachusetts Pension Reserves Investment Management Board. He previously taught corporate finance at UMass Amherst and Babson College. He earned his BSc. from Northeastern University and an MBA from Babson College. He holds the CFA and CAIA designations.

Brian Enyeart, CFA — Director, 3-Year Term

Brian Enyeart, CFA is president of Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and services to more than 20 million people, institutions, and financial intermediaries. In this role, Mr. Enyeart is responsible for Fidelity’s retail and workplace managed account solutions, guidance, and planning methodologies.

Prior to assuming his current position in March 2018, Mr. Enyeart was chief investment officer for Strategic Advisers where he was responsible for overseeing the investment teams for Fidelity Portfolio Advisory Service® (PAS), Fidelity® Personalized Portfolios (FPP), Fidelity® Portfolio Advisory Service at Work (PAS-W), and the Strategic Advisers Workplace Multi-Manager Funds. He also had oversight of the Fidelity Charitable Gift Fund (CGF) Charitable Legacy Pool, as well as manager selection for Fidelity’s open-architecture 529 portfolios. Mr. Enyeart was also chief investment officer and managing director of research for Fidelity’s Asset Management business unit. As part of the European investment team, he was based in London and responsible for developing and growing the firm’s investment capabilities in Europe and emerging markets, as well as serving on the FMR London LLC board of directors. Previously, Mr. Enyeart was head of the Quantitative Research group and a member of the senior management team within Fidelity’s Equity division in Boston.

Before joining Fidelity in 2006, Mr. Enyeart served as director of quantitative research at Citigroup Asset Management and worked with equity market models and software development at BARRA, Inc. He has been in the financial industry since 1994. Mr. Enyeart earned his bachelor of arts degree in political science and business from Vanderbilt University and his master of arts degree in finance from Golden Gate University. He is also a CFA charterholder.

Allysen S. Mattison, CFA — Director, 3-Year Term

Allysen Mattison, CFA joined IR+M in June 2009 and was named Director of Investment Risk in 2016 (please note, Allysen added the title of Vice Chair of the Investment Committee in 2024). In her role, Allysen is responsible for leading a team of investment professionals who identify and escalate positioning risks.

Prior to joining IR+M, Allysen was an Associate (High Grade Credit Sales desk) at Barclays Capital. Allysen has a BA in Quantitative Economics and Mathematics from Tufts University.