Lisa Laird, CFA
Chief Strategist

Prior Experience:

• Principal and Senior Advisor at Hightree Advisors

• Chief Investment Officer at Providence St. Joseph Health

• Master of Business Administration at Duke University

​​

​

​

​

​

​

​

Jennifer Michaud
IOResponsive Investing

Prior Experience:

• Director, Client Services & Business Development at Arabesque,

• VP, Equity Franchise Sales at Goldman Sachs Boston

• Previously, she was VP Electronic Trading Coverage at Goldman Sachs New York and Boston.

• Serves as the New England Regional Director of the Hellenic American Women’s Council

• Bachelor of Science degree in Finance from Boston College

• Holder of Series 7 and 66 securities licenses

​

​

Kate Klebacha, CAIA
IOResearch

Prior Experience:

• Senior Portfolio Advisor at Aksia

• Director of New Product and Strategy Development at 6800 Capital

• BS International Area Studies from Drexel University​

​

​

​

​

​

​

Pam Campbell, CAIA
IOResearch

Prior Experience:

• Oversaw public equities, hedged funds and private credit for Washington University endowment

• 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

• BS from University of Illinois and MBA from St Louis University