Angela Fan

Investment Analyst

As an Investment Analyst, Angela supports the entire Investment Team with analytical research to inform asset allocation and portfolio construction decisions, assists in the due diligence for both current and prospective managers, and is involved with reporting and market commentary.

Angela earned her bachelor’s degree in Philosophy and Economics from New York University and a Master of Asset Management from Yale School of Management. Prior to graduation, she held internship positions in both investment banking and asset management. Angela is a candidate for Level I of the CFA designation.

Angela spends her time outside of the office volunteering, playing golf, and reading. She also enjoys going to museums and art galleries.

“It is integral to me that the work I do supports the meaningful causes that are making our community and society a better place.”

Angela Fan