Cambridge Associates

The main activity of Cambridge Associates is investment advisory. The company offers portfolio management services, strategic investment advice, market analysis and financial research. It primarily supports institutional investors such as pension funds, foundations, endowments, family offices and other nonprofit organizations. Cambridge Associates helps its clients develop customized investment strategies, select fund managers and optimize the performance of their assets in global markets.

Cambridge Associates was founded in 1973 and has established itself for over 50 years as a leading global partner in investment portfolio management for institutional investors, private clients, and family offices. The company stands out for its personalized approach, combining the resources of a large international group with the agility of a boutique-style structure.

The key stages of its development include:

• Founded in 1973: Cambridge Associates began as an investment consulting firm focused on building and managing diversified portfolios.
• Development of expertise: The company quickly broadened its scope, covering both traditional and alternative asset classes, and became an early leader in private investing (private equity, venture capital, etc.).
• Client base expansion: Cambridge Associates supports foundations, endowments, private clients, family offices, pension funds, insurance companies, government entities, and healthcare systems.
• Innovation in solutions: The company offers OCIO (Outsourced Chief Investment Officer) services, discretionary management mandates, advisory services, as well as sustainable and impact investment strategies.
• International expansion: Cambridge Associates opens offices around the world to support its clients on every continent.
• Commitment to responsible investing: The company is involved in initiatives such as sustainable investing, manager diversity, and risk management for families and institutions.

Throughout its history, Cambridge Associates has adapted to changes in financial markets, innovated in its offerings, and established strategic partnerships to meet the specific needs of its clients.

Founder:
Cambridge Associates was founded in 1973 by Hunter Lewis and James Bailey.

Main members of the leadership team:

• David Druley, CFA – Chief Executive Officer
• Pamela Boone – Chief Financial Officer
• Carrie Lascell Brown – Chief of Staff
• Margaret Chen – Global Head of Endowment & Foundation Practice
• Gretchen M. Curry – Global Head of Private Client Practice
• Samantha Davidson, CFA – President and Head of Global Investing
• Bryan Devereaux – Chief Technology Officer
• Ashby Hatch, CFA – Head of Global Investment Research
• Alex Koriath, CFA – Partner, EMEA Regional Head
• Adam Lester – Head of Corporate Strategy
• Krista Matthews – Global Head of Marketing
• Brian McDonnell – Global Head of Retirement, Insurance & Government Practice
• Mary Pang – Global Head of Client Solutions
• Jason Roberts – Chief Transformation Officer
• Dmitri Shadrin – Chief Operating Officer
• Kristen Tongberg, CFA – Head of Investment Strategy Office
• Leslie Womble – Chief Human Capital Officer
• Melinda L. Wright – Head of the Office of Global Citizenship
• Scott Zoltowski – Chief Legal Officer