Investment Associate

Phyllis brings portfolio management expertise to Privateer Holdings, with experience canvassing new sectors and investing in emerging markets. She has a strong interest in social enterprise and operational improvement. She focuses on growing the business through the expansion of existing portfolio companies and investment in new platforms.

Senior Investment Analyst at The Rockefeller Foundation.  Phyllis sourced, evaluated and recommended private equity funds for the foundation's $4 billion endowment. She was responsible for investments across a broad range of private asset classes including real estate, natural resources, buyout and venture, which led to several hundred million dollars of global investments annually.  

Senior Consultant at Thomson Reuters. Phyllis was a part of the Global Sales team covering the firm's largest investment management clients before moving into a role advising hedge fund clients on the company's financial software. She also served as a project leader for international teams working on client engagements. 

New York University: BA
Tuck School of Business at Dartmouth: MBA
CFA Institute: CFA Charterholder

Phyllis is originally from Connecticut and New York. As a recent West Coast transplant, Phyllis is discovering Seattle's best oysters, waterways, hiking and skiing.