Our diverse team of investment experts have deep industry experience and a passion for serving others.
IOR Executive Team
Other Team Members
Lisa M. Laird, CFA, CAIA
Chief Strategist
Prior Experience:
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Principal and Senior Advisor at Hightree Advisors
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Chief Investment Officer at Providence St. Joseph Health
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Master of Business Administration at Duke University
Jennifer Michaud
IOResponsive Investing
Prior Experience:
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Director, Client Services & Business Development at Arabesque,
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VP, Equity Franchise Sales at Goldman Sachs Boston
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Previously, she was VP Electronic Trading Coverage at Goldman Sachs New York and Boston.
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Serves as the New England Regional Director of the Hellenic American Women’s Council
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Bachelor of Science degree in Finance from Boston College
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Holder of Series 7 and 66 securities licenses
Kate Klebacha, CAIA
IOResearch
Prior Experience:
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Senior Portfolio Advisor at Aksia
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Director of New Product and Strategy Development at 6800 Capital
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BS International Area Studies from Drexel University
Pam Campbell, CAIA
IOResearch
Prior Experience:
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Oversaw public equities, hedged funds and private credit for Washington University endowment
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Serves as chair for Mercy Foundation Investment Council, on the Board for Mercy South Foundation, as a committee members on the Missouri Foundation for Health Investment Committee (also former chair) and for Gateway YMCA
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BS from University of Illinois and MBA from St Louis University
