TEAM
Alice W. Handy – Founder
and President
Alice is the Chief Investment Officer for Investure responsible
for portfolio investment strategy & policy and working
with the management team on investment decisions. Prior to
founding Investure, Alice spent 29 years managing the endowment
for the University of Virginia. She started as the first
Investment Officer, later became Treasurer and finally President
of the University of Virginia Investment Management Company.
Alice began her career as a Bond Portfolio Manager and Assistant
Vice President at the Travelers Insurance Company. She also
served as State Treasurer for the Commonwealth of Virginia
from October 1988 to January 1990.
Alice currently serves on the Investment Advisory Committee
for the Rockefeller Foundation and Board of the Shenandoah
Life Insurance Company, and Bessemer Securities Corporation.
Alice is also chairperson of the Board for the Thomas Jefferson
Foundation.
Alice earned her BA, cum laude from Connecticut
College and took graduate courses in Economics at the University
of Virginia.
Charles P. (Chas) Cocke, Jr. – Managing Director
Chas co-manages investments in public equities and hedge
funds. Prior to Investure, Chas was an Investment Analyst
for the University of Virginia Investment Management Company
where he helped select hedge funds and public equity managers.
Before joining UVIMCO, Chas was a Senior Analyst for CIBC
World Markets Industrials Group and an Analyst at Thomas
Weisel Partners in their Mergers and Acquisitions group.
Chas earned his BS with concentrations in accounting and
finance from the University of Virginia’s McIntire
School of Commerce.
Bruce A. Miller – Managing Director
Bruce manages investments in the private asset classes including
venture capital, buyouts, and real estate. Prior to Investure,
Bruce was a Partner at Carmel Partners, a real estate private
equity partnership, where he was responsible for investments
in the Northern California region. Before joining Carmel,
Bruce was the Vice President of Corporate Development for
iMediation, a global software company. Prior to that, Bruce
worked at Intel Capital where he was responsible for strategic
equity investments in software and internet businesses. Earlier
in his career, Bruce worked at Ryland Group and Trammell
Crow where he held various operating and investment roles.
Bruce earned his BA in economics at University of Virginia
and his MBA from University of North Carolina at Chapel Hill
where he was the Trammell Crow fellow. Bruce currently serves
on the Board of Corrigo Inc., an enterprise software company.
William H. (Hance) West, Jr., CFA – Managing Director
Hance manages fixed income investments and co-manages investments
in public and alternative equities. Prior to Investure, Hance
was a Director for the University of Virginia Investment
Management Company from 2000 to 2003. Hance had responsibility
for the fixed income portfolio of the University’s
endowment fund and various operating accounts as well as
co-responsibility for the University’s hedge fund portfolio.
He was previously employed as Executive Vice President of
Portfolio Management at Dynex Capital where he was in charge
of all portfolio management and securitization activity.
Prior to working at Dynex Capital, he served as Co-Head of
Fixed Income for Mentor Investment Group where he was responsible
for all institutional accounts.
Hance currently serves on the Investment Advisory Committee
for Virginia Tech and the Virginia Retirement System.
Hance earned his BS in Accounting from Virginia Tech and
his MBA from Simon School of Business at the University of
Rochester. He holds the Chartered Financial Analyst designation
and is a member of the CFA Institute.
Edward P. (Ted) Meissner, CPA – Chief Operating
Officer and Chief Compliance Officer
Ted manages all the operating functions of Investure including
his role as the Chief Compliance Officer. Prior to Investure,
Ted worked for Summit Partners, a private equity firm in
Boston, as Vice President and Corporate Controller, responsible
for all aspects of accounting, tax, treasury, budgeting and
forecasting. Before joining Summit Partners, Ted was a Vice
President of Finance at Thomson Financial and a Finance Manager
at Staples, Inc. Ted began his career at Arthur Andersen & Co.
in the audit division.
Ted earned his BBA in Accountancy from the University of
Notre Dame and his MBA from the Boston University Graduate
School of Management. Ted is a Certified Public Accountant,
licensed in the Commonwealth of Massachusetts.
Ellen B. Lee – Director of Client Relations
Ellen Lee joined Investure in July 2007. Before Investure, Ellen worked for Credit Suisse First Boston in New York for six years. She was an Associate in the Global Proprietary Trading group and prior to that was a member of the Equity Research Product Marketing group at the bank. Prior to the merger of Credit Suisse and Donaldson, Lufkin & Jenrette, Ellen worked as a Private Equity Analyst in DLJ's Asset Management Group.
Ellen earned her BA in English Language and Literature from the University of Virginia and her MBA from UVA’s Darden Graduate School of Business Administration.
Chad Morgan – Director
Mr. Morgan joined Investure in April 2008 and works with the private equity team. Prior to joining Investure, Chad was the Director of Investments for the University System of Maryland Foundation, Inc., a Foundation that manages the pooled endowment assets for 15 non-profit higher education constituents within the state of Maryland. Before working for the Foundation, he spent three and a half years at Frontier Capital, a private equity firm in Charlotte, NC. Prior to Frontier he was a Vice President at Lattice Capital Management, a fund of hedge funds, and an Associate at SG Cowen & Co. in the Corporate Finance group, both in San Francisco. He was also an Analyst in the High Yield group at NationsBanc Montgomery Securities.
Mr. Morgan holds a BA from Davidson College and an MBA from Duke University, The Fuqua School of Business.
Kamyar Assadipour – Controller of Alternative Investments
Kamyar joined Investure in November 2007. Prior to Investure, Kamyar worked for Vastardis Capital Services as a Vice President and Director of Accounting. Prior to VCS, he was the Director of Global Finance for the News Corporation Head Office. Kamyar began his career with PricewaterhouseCoopers in New York.
Kamyar earned his BS in Accounting and Finance from Monmouth University in New Jersey.
Shawn Bell – Executive Assistant
Shawn joined Investure in September 2007. She spent much of her career working for International Paper Company in a variety of roles including process improvement and performance and development. Most recently, she was a mortgage loan officer for a bank in North Carolina.
Stacy Benefield, CPA – Accountant
Stacy Benefield joined Investure in September 2007. Prior to Investure, Stacy worked as a research assistant for the Real Estate Center at DePaul University and as a tax intern at PricewaterhouseCoopers.
Stacy earned her BS in Accounting and Real Estate from DePaul University. Stacy is a Certified Public Accountant, licensed in the state of Illinois.
Jarrett Brucker – Accountant
Jarrett Brucker joined Investure in January 2007. Prior to Investure, Jarrett worked for the University of Virginia in the Internal Audit Department as a senior auditor. Prior to UVA, she was a senior auditor for Deloitte & Touche.
Jarrett earned her BA in rhetoric and communications from the University of Virginia and her MPA from the University of Texas at Austin.
John Hamel - Office Manager
John joined Investure in April 2008. Prior to Investure, John worked as the Program Manager for the National Center for Earth and Space Science Education's Journey through the Universe Program, an Earth and space science education program that reaches students, teachers and families in communities across the country.
John earned his B.S. in psychology from Virginia Tech.
Jonathan W. Hill – Associate
Jon has been with Investure since 2004. He is responsible for investing the firm’s real asset portfolio. Previously, Jon worked on Investure’s public securities team where he focused on manager sourcing and risk analysis. Prior to Investure, Jon worked at Merrill Lynch from 2001 to 2003 as a Senior Specialist where he developed statistical data mining software and assisted in the use of Risk Metrics for the Global Private Client group.
Jon earned his BS in Systems Engineering and his BA in Economics from Virginia Tech; Investment Banking Certificate from NYU; and completed some coursework in the Economics PhD program at the University of Virginia.
Bingham C. Jamison – Analyst
Bingham Jamison joined Investure in June 2007. Prior to Investure, Bingham worked as a Financial Analyst for the National Ground Intelligence Center following a four year commitment as an officer in the United States Marine Corps.
Bingham earned his BS with concentrations in finance and management from the University of Virginia's McIntire School of Commerce.
Lori A. Lawson – Executive Assistant
Lori joined Investure in June 2006. Prior to Investure,
Lori worked at The Investment Fund for Foundations from 1997
to 2006 in various administrative roles, most recently as
Administration Department Head and Special Projects Manager.
Lori earned her BA in Psychology at the University of Virginia.
Katherine B. (Katie Bee) Marshall – Analyst
Katie Bee Marshall joined Investure in August 2007. Prior to Investure, Katie Bee worked at 1st Financial Bank USA from 2004 to 2007, where she left as a Senior Manager of Corporate Development. Prior to 1st Financial Bank, Katie Bee worked at Deutsche Bank Securities as an Investment Banking Analyst focused on the media sector.
Katie Bee earned her BSE in Civil and Environment Engineering at Princeton University.
Ellen Meyer – Client Relations Administrator
Ellen joined Investure in September 2007. Prior to Investure, Ellen worked as a self-employed event producer and as an executive assistant for a property management company in Charlottesville.
Ellen earned her Bachelor’s Degree in Business Administration from James Madison University.
Lois L. Reed – Accountant
Lois Reed joined Investure December 2006. Prior to Investure, Lois worked at Enhanced Investment Strategies, LLC where she held various responsibilities including back office and client relations duties. Before joining Enhanced Investment Strategies, Lois owned her own business.
Lois earned her BBA with a concentration in accounting from James Madison University.
Thomas (Tom) M. Stack – Analyst
Tom Stack has been working for Investure as an Intern since June 2006, and joined the firm as a full-time analyst in June 2007.
Tom earned his BA in Mathematics with distinction from the University of Virginia in May of 2007.
Erin P. Valenti – Analyst
Erin joined Investure in June 2006, after receiving her
PhD in Mathematics from the University of Virginia.
Erin earned her MS in Mathematics from the University of
Virginia and her BA in Physics from Wake Forest University, summa
cum laude in May 2001.
Kelly White – Executive Assistant
Kelly joined Investure in May 2008. Kelly began her career as a Management Trainee for Four Seasons Hotel and then transitioned to the Real Estate industry as a Sales Administrator for a developer in Charlottesville.
Kelly earned her BS in Hospitality and Tourism Management from Virginia Tech.
Karen A. Zimet, CPA – Controller
Karen joined Investure in November 2005. Prior to Investure,
Karen worked as the Chief Financial Officer for Prince Michel,
LLC one of the three largest wineries in Virginia. Before
joining Prince Michel, Karen worked as a public auditor for
Ernst & Young, LLP in Boston where she specialized in
financial services.
Karen earned her BS with a concentration in accounting from
the University of Virginia's McIntire School of Commerce.
She is a Certified Public Accountant, licensed in the Commonwealth
of Virginia.
|
