Beth worked at the Penn Office of Investments from 2015 to 2020 on the Operations Team as a Director. She led the implementation of a new portfolio management and RMS platform. Her role focused on technology, reporting, ODD and investment execution.
Prior to the University of Pennsylvania Office of Investments, Beth worked as a Senior Principal at Partners Capital Investment Group.
Beth holds a BS from Cornell University.
Brian worked at PricewaterhouseCoopers from 2010 to 2022 as a Director in the Asset & Wealth Management practice. He led the assurance engagements for several global multi-asset investment managers. His role focused on accounting, reporting, technology, and compliance.
Brian holds a BS and MACC from Penn State University Schreyer Honors College and is a licensed CPA in the state of Pennsylvania.