2023 Investment Briefing Webinar

Erin leads Investment Strategy for Jordan Park, focusing on applying an analytical lens to our asset allocation and portfolio construction process. She has been in the finance industry, working with investors for 15 years. Prior to joining Jordan Park, Erin was Head of Research at Flourish Financial LLC, a fintech firm. Previously, Erin worked in the Office of the CIO at Hutchin Hill, a multi-strategy hedge fund, and served as the first Chief Investment Officer for the endowment office of SUNY Stony Brook. She began her career in finance at State Street Associates, a partnership between State Street Global Markets and academics at MIT and Harvard.

Erin holds a PhD in High Energy Physics from the University of Chicago as well as a BS in Math and Physics from the University of Richmond and she is a CFA charterholder.

Frank has been an advisor to institutions, founders, entrepreneurs, executives, and their families on all aspects of wealth management since 2000. He founded Jordan Park in 2017. Prior to founding the firm, Frank was with Goldman Sachs from 2000 to 2017, serving as Managing Director from 2011 to 2017. He was previously a founding partner in an import/export business in the New York metropolitan area. He serves on the board of Built Technologies, a commercial construction lending software company in Nashville. He is also a member of YPO, a global leadership community of business operators and executives. He earned his BS/BA in Business Administration from Rutgers University and JD from the University of Pennsylvania, concurrently earning a Certificate of Study in Financial Management and Public Policy from the Wharton School of Business.

Danielle is a senior member of the Investment Management and Impact Advisory teams, leading Jordan Park’s ESG and impact investing activities. She brings more than 16 years of experience in investment management. Prior to Jordan Park, she was a Senior Investment Director in the Mission-Related Investments Team at Cambridge Associates. In this role, she led investment due diligence on impact opportunities across asset classes and themes, headed ESG integration efforts firm-wide, and built portfolios for several mission-driven families and foundations. Previously, Danielle worked in various impact-oriented roles including at Imprint Capital (acquired by Goldman Sachs in 2015), Omidyar Network, and Silicon Valley Social Venture Fund (SV2), and began her career in traditional investment research at Hall Capital Partners. Danielle earned her BA from Cornell University and MBA from the University of California, Berkeley’s Haas School of Business, where she was an Investment Management Fellow and co-head of the Haas Impact Investing Network.

Mary Quilici Aumack is the Chief Executive Officer of the Catholic Community Foundation where she has helped further the Foundation’s mission of creating FOREVER VALUE for the past 10 years. Prior to joining the foundation, Mary’s career was in high tech, including Vice President for Hewlett Packard, where she managed a $1Billion Enterprise Distribution business. Mary has a strong background in philanthropy. She is a former board member and current emeritus board member of Catholic Charities of Santa Clara County. She is a member of the Board of Fellows of Santa Clara University.