Our Team

Rich Abraham is the Chief Compliance Officer and Chief Financial Officer at Global Endowment Management (GEM). In this role, Rich implements and oversees GEM’s compliance program in service of the firm’s clients and is responsible for maintaining an effective culture of compliance within the firm. Additionally, Rich is responsible for establishing and overseeing internal controls and financial reporting standards to help safeguard investor assets. Rich has over 25 years of experience in the financial industry, most of which has been spent on accounting and compliance for alternative investments. Prior to joining GEM in 2008, Rich worked as the Finance Manager and Business Finance Officer of Global Credit Products at Bank of America. Prior to that, he was the Controller at Mangan & McColl Partners and before was the Director of Finance and Taxation at Blue Ridge Capital. He began his career as an auditor at RSM in New York City. He received a B.S. in Accounting (cum laude) from the State University of New York at Albany and is a licensed Certified Public Accountant in the State of New York.

Virginia Adams is an Analyst on the Client Strategy team at Global Endowment Management (GEM). In this role, she is responsible for producing client materials, responding effectively to client requests, and providing support to the firm’s business development efforts. Virginia joined GEM in 2023 after completing the firm’s Summer Analyst Program in 2022. She received a B.A. in both Economics (magna cum laude) and Hispanic Studies from Davidson College, where she was elected to Phi Beta Kappa.

Mark Anderson is an Associate on the Portfolio Operations Team at Global Endowment Management (GEM). In this role, Mark is responsible for monitoring and adjusting asset class exposures across funds and enhancing data visualization capabilities. He also assists with monitoring asset allocation, cash management, and trade execution. Prior to joining GEM in 2021, he held Associate roles at Citco Risk & Transparency Products, Citco Fund Services, and Provident Funding Associates. Mark received a B.S.B.A. in Investments from The University of North Carolina at Chapel Hill and is a CFA Charterholder.

Alexandra Badgett is an Analyst on the Investment Team at Global Endowment Management (GEM). In this role, she is responsible for sourcing new investment opportunities across private markets, researching investment themes of interest, and performing due diligence on potential fund and co-investment opportunities. Prior to joining GEM in 2021, Alexandra served as Miss North Carolina for two years through the Miss America Scholarship Organization. She currently serves on the Diversity, Equity, and Inclusion Board of the Miss North Carolina Scholarship Organization. She is also the Board Secretary of the Miss Queen City Metrolina Scholarship Organization and the Founder of N.I.N.E (No Is Not Enough), a nonprofit organization dedicated to expanding awareness and resources for sexual assault victims and survivors. Alexandra received a B.S.B.A in Risk Management, Insurance and Finance from the University of South Carolina Honors College.

Matt Bank is a Partner and the Head of Client Strategy and Deputy Chief Investment Officer at Global Endowment Management (GEM). In this role, Matt leads client relationships, supporting investment policy development and partnering with client committees and staff. Prior to joining GEM in 2018, Matt spent six years as a Partner at Windhorse Capital Management, an Outsourced CIO that was later absorbed by New Providence Asset Management. Prior to Windhorse he spent five years at Goldman, Sachs & Co. in New York. He received a B.A. in Government from Dartmouth College where he graduated with honors, and an M.B.A. from Tuck School of Business. He is also a CFA Charterholder.

Kelly Barofsky is a Principal on the Investment Team at Global Endowment Management (GEM). In this role, Kelly focuses on sourcing new opportunities, directing due diligence and research, and monitoring existing investments. Prior to joining GEM in 2014, she worked with the Private Investment Team at UNC Management Company, the endowment office for the University of North Carolina system. Kelly graduated summa cum laude from Florida State University and beta gamma sigma from the Masters of Science in Finance program at Vanderbilt University. She currently serves on the Advisory Board for the M.S.F. program at Vanderbilt and is a CFA Charterholder.

Elly Bringaze is an Investment Manager on the Investment Team at Global Endowment Management (GEM). In this role, Elly focuses on private investments across buyout, venture capital, private credit, and real estate asset classes, and is responsible for sourcing and underwriting new managers, monitoring existing investments, and conducting investment research. Prior to joining GEM in 2019, Elly was a Capital Formation Associate at Social Finance, a Research Associate at LSU Economics Policy & Research Group, and a Manager Selection Analyst with J.P. Morgan. Elly graduated from The University of Virginia in 2015 with a B.S. in Finance and is a CFA Charterholder.

Blake Brooks is an Associate Director of Systems and Technology at Global Endowment Management (GEM). In this role, Blake is responsible for maintaining all IT-related systems and infrastructure and providing IT support to all employees. Prior to joining GEM in 2021, Blake was a Senior Systems Engineer with Logically and a Systems Engineer with Network Computing Technologies. Blake served in the U.S. Army from 2003 through 2011 and was awarded a Purple Heart during his service. Blake received a B.S. in Psychology from Louisiana Tech University and is a Microsoft Certified Expert: Azure Solutions Architect.

Jennah Brothers is a Fund Accountant at Global Endowment Management (GEM). In this role, Jennah provides oversight of portfolio activity and accounting, including recording monthly and quarterly NAVs, unfunded balances, and capital calls and distributions. She is responsible for tracking, managing, and initiating wires for capital calls, distributions, fund expense payments, investor subscriptions and redemptions, and internal transfers. Prior to joining GEM in 2020, she was a Staff Tax Accountant at Ernst & Young. Jennah received a B.S. in Accounting and a Masters of Accounting from North Carolina State University, and is a Certified Public Accountant.

Courtland Buchan is an Associate Director of Trading Operations at Global Endowment Management (GEM). In this role, he directly supports the Chief Investment Officer by modeling and executing trades across all asset classes, and coordinates with trading partners and counterparties to facilitate trade settlements. Prior to joining GEM in 2022, Courtland worked as a Portfolio Manager at Wells Fargo Wealth Management and is an alumnus of the Wells Fargo Wealth and Investment Management Analyst talent development program. He received a B.B.A in Finance (cum laude) from the University of North Carolina at Charlotte. Courtland holds the Series 65 License and is a CFA Charterholder.

Elise Cader is the Director of Creative Content at Global Endowment Management (GEM). In this role, she oversees the firm’s brand identity and manages the creation and production of both internal- and external-facing collateral, including presentations and client meeting materials, firm thought leadership, and event content. Elise joined GEM in 2013. Elise received a B.A. in Art History from Davidson College.

Kevin Camidge is a Systems Integrator at Global Endowment Management (GEM). In this role, Kevin is responsible for developing and maintaining automations to increase efficiency for the firm, as well as integrating distinct systems to provide a holistic view of firm data. Prior to joining GEM in 2021, he was a software engineer at ZOLL Medical, a company focused on novel resuscitation and acute critical care technology. Kevin received a B.S. in Computer Engineering from Wentworth Institute of Technology.

Allie Cesare is a Manager on the Portfolio Reporting Team at Global Endowment Management (GEM). In this role, she is responsible for producing portfolio reports on the firm’s assets, returns, characteristics, and contributions. Prior to her current role, Allie served as an Administrative Associate, and then as a Performance Reporting Associate. Allie joined GEM in 2015. She received a B.S. in Biology from Salem College.

Pu-Ning Chiang is an Analyst on the Impact Investment Team at Global Endowment Management (GEM). In this role, Pu-Ning is responsible for underwriting the impact of the firm’s investments, performing market research on impact investing, and developing materials in support of team and firm leadership’s understanding of key impact issues. Prior to joining GEM in 2022, she worked as a Venture Capital Analyst at both Fresenius Medical Care Ventures and Trans-Pacific Technology Fund. Prior to that, she was an Associate Brand Manager at MilliporeSigma, Merck KGaA. Pu-Ning received a B.S. in Neuroscience and an M.A. in Biotechnology from Brown University.

Adam Claugus is a Director on the Trading Operations Team at Global Endowment Management (GEM). In this role, Adam is responsible for all trade execution, management of directly held positions, and asset allocation monitoring. Adam also serves as the CIO’s main point of contact for all internally-managed positions and manages all external counterparty relationships. Prior to joining GEM in 2015, he was the P&L Manager at Citco Fund Administration. Adam received a B.S.B.A. in Finance and International Business Administration from The Ohio State University and is a CFA Charterholder.

Avery Coleman Cliatt is an Associate in Client Service at Global Endowment Management (GEM). In this role, she serves as the liaison between GEM’s clients and the firm’s Client Strategy and Operations Teams, facilitating investor requests, onboarding, and investor reporting. She is also responsible for overseeing the investor portal. Prior to joining GEM in 2018, Avery was the Office Manager and Assistant to the owner at Steenhaus, LLC. Avery received a B.S. in Psychology from the University of Georgia, and an M.B.A. from the McColl School of Business at Queens University of Charlotte.

Harry Conner is a Senior Associate on the Portfolio Reporting Team at Global Endowment Management (GEM). In this role, he is responsible for aggregating performance data across portfolios for both internal and external use. Prior to joining GEM in 2021, Harry spent three years at Pacific Western Bank as an Analyst and then as a Client Manager. Prior to that, he was an Analyst at Credit Suisse. Harry received a B.S.B.A. in Finance from Elon University and is a CFA Charterholder.

Matt Cooper is the Managing Director of Fund Operations at Global Endowment Management (GEM). In this role, Matt leads all Fund Operations groups, which include the Trading, Portfolio Operations, Portfolio Reporting, Investment Operations, and Fund Accounting Teams. He is responsible for providing oversight for all fund structuring and portfolio rebalancing efforts. Prior to joining GEM in 2011, Matt spent five years as a Senior Auditor at Deloitte. Matt received a B.A. in Economics and a Masters in Accounting from the University of North Carolina at Chapel Hill. He is a CPA and CFA Charterholder.

Jillian Correia is an Investment Manager on the Investment Team at Global Endowment Management (GEM). In this role, she is responsible for sourcing, underwriting, and managing investments across public and private asset classes. Prior to joining GEM in 2018, Jillian was selected as a Henry Luce Foundation Scholar and spent a year in Japan as a Research Analyst for the Institute of Developing Economies within the Japanese External Trade Organization. Jillian received a degree in Mathematical Economics (summa cum laude) at Wake Forest University, where she was elected to Phi Beta Kappa.

Caroline Dallas is a Director on the Investment Team at Global Endowment Management (GEM). In this role, Caroline leads the sourcing of new investment opportunities across private markets, researches investment themes of interest, and performs due diligence on potential fund and co-investment opportunities. Prior to joining GEM in 2018, she was the Assistant Vice President of Institutional Equity Sales with FBR Capital Markets, and Assistant Vice President in BB&T Corporation’s Private Wealth Management Group. Caroline received a B.A. in English from Davidson College.

Matt Dattilo is a Director on the Client Development team at Global Endowment Management (GEM). In this role, he is responsible for leading the firm’s engagement with new institutional partners, with particular focus on the RIA and family office channels. Prior to joining GEM in 2023, Matt was a Managing Director, Capital Formation at Altera Investments. Prior to that, he worked as the Vice President, Regional Consultant at State Street Global Advisors. Matt received a B.S.B.A. in Finance from Elon University.

Sal Del Giudice is a Principal on the Investment Team at Global Endowment Management (GEM). In this role, Sal focuses on sourcing new opportunities, directing due diligence and research, and monitoring existing investments. He is a member of the portfolio strategy group and focuses on both strategic and tactical asset allocation. Sal joined GEM in 2015 and has held several prior roles on the Investment Team, including as an analyst, Senior Analyst, and Associate. Sal received a degree in Economics (magna cum laude) from Davidson College, where he was elected to Phi Beta Kappa. He is a CFA Charterholder.

Mamie Durham is Director of the Fund Accounting Team at Global Endowment Management (GEM). In this role, Mamie leads the firm’s accounting efforts, including valuation processes, managing relationships with the firm’s third-party administrator, and overseeing annual audits of all funds. Prior to her current role, she served as GEM’s Fund Controller. Prior to joining GEM in 2014, Mamie was a Senior Associate at PricewaterhouseCoopers. Mamie received a B.A. in Economics from Davidson College and a Master of Accounting with Highest Academic Distinction from Wake Forest University. She is a Certified Public Accountant.

Porter Durham is a Co-Founder, Partner, and Counsel at Global Endowment Management (GEM). In this role, Porter provides strategic oversight of the firm’s legal operations. Prior to GEM, he served as Staff Counsel and Director of the Education Division of The Duke Endowment, as well as Chairman of the Corporate and Securities Department at Baker Donelson law firm. He is currently chair of the Duke Law School Board of Visitors and serves as a Trustee of the National Humanities Center, the Charlotte Center for Legal Advocacy, the Oxford American Literary Project, and Trinity Episcopal School. He is a former Trustee of Johnson C. Smith University. He graduated cum laude from Duke University and the Duke University School of Law.

Jillian Eilers is an Executive Assistant on the Impact Investment Team at Global Endowment Management (GEM). In this role, she provides administrative support to the Impact Investment Team. Prior to joining GEM in 2022, Jillian was an Associate Home Advisor with Better Mortgage. Before that, she was a Personal Banker at PNC. Jillian received a B.A. in Art History, Criticism, and Conservation from The University of North Carolina at Charlotte.

Nick Ely is a Support Engineer of Systems and Technology at Global Endowment Management (GEM). In this role, Nick is responsible for providing IT support to all employees. Prior to joining GEM in 2023, Nick held engineer and IT support roles at Caddis Technology Group, WVU Medicine, Crown Castle, and RadioShack.

Torrey Feimster is the Director of Diversity, Equity, and Inclusion (DEI) Advocacy at Global Endowment Management (GEM). In this role, Torrey oversees the firm’s commitment to fostering a more inclusive and equitable workplace. He is responsible for the strategic integration of DEI policies and best practices across the firm, from investment process and manager selection, to talent acquisition and retention. He also manages the firm’s partnerships with DEI-focused organizations, with the goal of increasing diversity in the industry. Prior to joining GEM in 2012, he served as Assistant to the President and Director of Corporate Relations at Johnson C. Smith University and was Publisher at PRIDE Magazine. He serves on the Board of Directors of the Greater Charlotte Cultural Trust, an organization that provides endowment management and investment expertise to build and grow permanent funds for arts, science, and history organizations in the Charlotte-Mecklenburg community. He received a B.A. in Speech, Communication, and Rhetoric from Wake Forest University.

Ted Ferguson is an Analyst on the Client Strategy Team at Global Endowment Management (GEM). In this role, Ted is responsible for producing client materials, responding effectively to client requests, and supporting the firm’s business development efforts. Prior to joining GEM in 2022, Ted was a Client Operations Associate at BMO Family Office. Prior to that, he was a Senior Investment Analyst at RVK. He received a B.S. in Business Administration with a concentration in Finance from the University of Oregon.

Jack Finegan is an Analyst on the Investments team at Global Endowment Management (GEM). In this role, he is responsible for sourcing, evaluating, and monitoring investments and researching investment theses. Prior to joining GEM in 2023, Jack worked as an Investment Banking Analyst at Bank of America. He received a B.S. in Finance from Wake Forest University.

Amanda Gadsden is an Associate Director on the Communications team at Global Endowment Management (GEM). In this role, she is responsible for providing strategic direction and execution on GEM's internal and external marketing and communications functions. Prior to joining GEM in 2022, Amanda worked as an Associate Director of Global Marketing at Barings. Amanda received a B.S. in Psychology from the University of North Carolina at Chapel Hill and an M.B.A with a Marketing Analytics concentration from the University of North Carolina at Charlotte.

Clark Goff is an Associate on the Investment Team at Global Endowment Management (GEM). In this role, he focuses on private investments across buyout, venture capital, private credit, crypto, and real estate asset classes, and is responsible for sourcing and underwriting new managers, monitoring existing investments, and conducting investment research. Clark joined GEM in 2019 after completing the firm’s Summer Analyst Program in 2018. He received a B.S. in Computer Science and a B.A. in Asian & Middle Eastern Studies from Duke University where he graduated with Academic Distinction. He is also a CFA Charterholder.

Heather Grubbs is a Principal on the Communications Team at Global Endowment Management (GEM). In this role, she oversees both internal and external strategic communications initiatives for the firm. Prior to joining GEM in 2022, Heather served as Managing Director and Chief Marketing Officer at Black Creek Group (acquired by Ares Management Company). Prior to her time with Black Creek, Heather was Vice President of Marketing for Fidelity Investments, focusing on sector and ETF investments. In addition, she held several senior positions at Janus Henderson Investments, Old Mutual Investment Partners, and Transamerica. Heather was a founding member of the Colorado chapter of Women in ETFs, an organization that brings together people across the world in the ETF industry to promote equality, diversity and inclusion. She received a B.A. in English (cum laude) from Boston University and an M.S. in Communications from the University of Denver. She also holds Series 7, 26, and 63 Designations.

Kate Handy is an Associate on the Client Strategy Team at Global Endowment Management (GEM). In this role, Kate supports the development of client investment strategy and messaging. Kate is also responsible for reporting to clients on investment results, designing bespoke investment policy statements, and serving as an extension of clients’ staff and committees for ad-hoc projects or analysis. Prior to joining GEM in 2021, she was the Controller at Falfurrias Capital Partners where she supported finance, operations, and investor relations for the firm. She began her career as an Associate with PwC in their Private Client Assurance practice. Kate also serves as a Board Member at Carolina Breast Friends, an organization that is committed to uniting and assisting those with breast cancer at any point in their survival journey. She received a B.S. in Accounting (cum laude) from Florida State University and an M.S. in Accounting (summa cum laude) from the University of Tampa. She is a Certified Public Accountant (CPA).

Meredith Lorenz Heimburger is a Partner and Head of Impact at Global Endowment Management. As Head of Impact, Meredith partners with GEM’s clients to align their investment programs with their values and mission. Meredith and her team aim to meet these clients where they are to help them fulfill both their impact and investment objectives.<br>Prior to joining GEM in 2012, Meredith spent seven years with Teach For America. She served first as a classroom teacher and then as a member of the staff, leading the expansion of the organization’s presence in new and developing regions across the U.S. <br>Meredith is a trustee and chair of the finance committee for the Cynthia and George Mitchell Foundation, which promotes sustainable solutions to human and environmental problems. She is also a member of the Davidson College Board of Visitors and a trustee of the Charlotte-Mecklenburg Library Foundation. She is an active member of several organizations that focus on leveraging assets for positive impact, including The ImPact and The Philanthropy Workshop (TPW). <br>Meredith received her B.A. in English with a concentration in Gender Studies from Davidson College.

Heather Hybarger is a Manager, Human Capital at Global Endowment Management (GEM). In this role, she manages and supports the routine functions of the Human Capital department including talent acquisition, payroll and benefits administration, performance management, and enforcing and maintaining company policies and practices. Prior to joining GEM in 2023, she spent five years in staffing roles, recruiting for multiple industries and sectors such as accounting, information technology, legal, administration, and sales. She managed all payroll, policies and handbook updates, disciplinary hearings, and benefits for 13 countries while working for a UK-based company. Heather received a B.S. in Psychology with a minor in Sociology from the University of North Carolina at Charlotte

David Jarret is an Analyst on the Investments team at Global Endowment Management (GEM). In this role, he is responsible for assisting with manager diligence, monitoring existing portfolio relationships, sourcing new ideas, and conducting market research on areas of interest. David joined GEM in 2022 after completing the firm’s Summer Analyst program in 2021. He received a B.B.A in Finance and a B.A in History (summa cum laude) from the University of Notre Dame and was a member of the Beta Gamma Sigma and Phi Alpha Theta Honors Societies.

CJ Jasinski is an Associate on Investment Operations at Global Endowment Management (GEM). In this role, CJ assists with internal and external reporting, valuations, and data oversight. He is responsible for overseeing private portfolio company exposures, preparing internal and external materials, performing direct valuations on specific investments, and monitoring and reporting on quarterly private valuations. Prior to joining GEM in 2022, CJ spent two years as an Investment Associate at Dimensional Fund Advisors. He received a B.S. in Business Administration and a B.A. in Peace, War, & Defense from The University of North Carolina at Chapel Hill where he graduated with highest distinction.

Sam Johnston is a member of the Administration, Facilities, and Office Management team at Global Endowment Management (GEM). In this role, she serves as the face of GEM, managing and assisting with all aspects of day-to-day office management in support of both associates and guests. Prior to joining GEM in 2022, she was a Service Experience Professional at LPL Financial. Sam received a B.A. in Humanities from Wofford College.

Alex Kocher is a Director on the Client Strategy Team at Global Endowment Management (GEM). In this role, Alex manages client relationships, partners with client committees and staff, and supports the development of investment policy. He previously held roles on GEM’s Investment Team. Prior to joining GEM in 2014, Alex was an Investment Banking Analyst in Jefferies’ Consumer and Retail group. Alex received a B.B.A. in Finance with a double major in International Relations from The College of William & Mary. He is a CFA Charterholder.

Matt Libel is a Principal on the Investment Team at Global Endowment Management (GEM). In this role, Matt supports the development of the firm’s investment strategy, and focuses on sourcing new opportunities, directing due diligence and research, and monitoring existing investments. Matt started his career as an Analyst on GEM’s Investment Team. He then went on to work at Dorsey Asset Management before returning to GEM in 2018. Matt received a B.S. in Finance (magna cum laude) from the University of Notre Dame and is a CFA Charterholder.

Abby Lieberman is an Executive Assistant at Global Endowment Management (GEM). In this role, she provides both administrative and personal support to the Client Strategy Team. She assists with day-to-day operations, provides coordination across teams and functions, and carries out projects and directives as needed. Prior to joining GEM in 2018, Abby spent five years as an Executive Assistant and Preferred Banking Associate at First Republic Bank. She received a B.F.A. in Dance Performance from the University of Oklahoma.

Jason Lin is an Associate on the Investment Team at Global Endowment Management (GEM). In this role, Jason focuses on public investments across public equity and hedge funds and is responsible for sourcing and underwriting new investments, as well as monitoring existing portfolios and conducting broader investment research. Jason joined GEM in 2019 after completing the 2018 Summer Analyst Program. He received a B.S. in Commerce and a B.A. in Economics from the University of Virginia and is a CFA Charterholder.

Stephanie Lynch is a Co-Founder and the Managing Partner at Global Endowment Management (GEM). As GEM’s Managing Partner, Stephanie provides strategic direction for the firm and oversees its daily operations. Stephanie also leads the Client Strategy team where she heads client relationships, partners with client committees and staff, and supports investment policy development. Prior to GEM, she served as the Chief Investment Officer at The Duke Endowment. She was also a portfolio manager at INVESCO Capital Management and Trade Street Investment Services. Stephanie is currently a Trustee for The Thacher School and is a member of the Investment Committee for the Baby J. Fund, a private foundation supporting research for pediatric cancers. She previously served as Trustee of the Novant Health Presbyterian Medical Center Foundation and was a Director of Novant Asset Management Co. Stephanie received a B.S. in Finance from Florida State University and is a CFA Charterholder.

Sue Madigan is a Senior Associate on the Compliance Team at Global Endowment Management (GEM). In this role, she is responsible for maintaining and updating GEM’s policies and procedures. She also performs operational due diligence on existing and prospective clients. Prior to joining GEM in 2013, Sue was an Administrative Associate and then an Associate on GEM’s Legal Team. Prior to that, she was a court stenographer for Diamond Court Reporting. Sue graduated from Stenotopia Business School.

Lindsay Margeton is an Investment Manager on the Investments team at Global Endowment Management (GEM). In this role, she is responsible for sourcing, underwriting, and managing investments across public and private asset classes. Prior to joining GEM in 2023, Lindsay was a Co-Founder and Principal at Ryco Advisors, a boutique M&A firm focused on the lower middle market. Prior to that, she owned and operated a B2B field service company. Before that, she was a Vice President on the Private Equity Investment Team at Stone Point Capital. She began her career as an investment banking analyst at Bear Stearns & Co, Inc. Lindsay received a B.A. in Economics with highest honors from Emory University.

Danielle McGriff is the Director of Human Capital at Global Endowment Management (GEM). In this role, she is responsible for developing and executing human capital strategy in support of the overall business plan and strategic direction of the firm, specifically in the areas of succession planning, talent management, organizational and performance management, training and development, and compensation. Danielle joined GEM in 2010. She received a B.A. in History and International Studies from Queens University of Charlotte and received an M.S. in Human Resources Development from Villanova University. She also holds several human resources certifications, including the PHR and SHRM-CP certifications.

Mackenzie Mendonça is an Analyst on the Client Development Team at Global Endowment Management (GEM). In this role, she assists with identifying and cultivating new business opportunities for the firm. She is responsible for conducting research on prospective clients, leading the production of institutional RFPs, and supporting new product development initiatives. Prior to joining GEM in 2022, she spent two years as the Director of Programming at the Soccer Foundation of Charlotte. She received a B.A. in Sports Communication (magna cum laude) and a M.A. in Communication, Technology & Society (summa cum laude) from Clemson University.

Alex Morte is an Associate Director on the Fund Accounting Team at Global Endowment Management (GEM). In this role, Alex is responsible for leading monthly accounting close processes, overseeing cash management of the funds, and leads other special projects including process improvements and onboarding new software systems. Prior to her current role, Alex was a Senior Fund Accountant and Vintage & Special Investments Administrator. She joined the firm in 2015. Alex received a B.A. in Latin American Studies (magna cum laude) from Davidson College where she was elected to Phi Beta Kappa.

Lauren Murray is an Analyst, Client Strategy at Global Endowment Management (GEM). In this role, she is responsible for portfolio analysis and communication, producing client materials, and responding effectively to requests in support of the firm’s client relationships. Prior to joining GEM in 2022, Lauren worked as an Investment Banking Analyst at Piper Sandler. She received a B.S. in Business Administration from Washington and Lee University.

Michael Page is the Director of Investment Operations at Global Endowment Management (GEM). In this role, Michael oversees the firm’s investment operations group, which supports the Investment Team in the day-to-day operational aspects of managing the investment portfolio. Primary areas of focus include portfolio transparency, analytics, forecasting, and valuations. He has previously held roles on GEM’s Investment and Operations Teams. Prior to joining GEM in 2017, Michael worked for Bank of America Merrill Lynch as a Corporate Strategy & Development Analyst. He received his B.S.B.A in Finance & Banking from Appalachian State University and is a CFA Charterholder.

Daman Papneja is an Analyst on the Investment Operations team at Global Endowment Management (GEM). In this role, he supports the Investments team by assisting with operational and reporting deliverables, streamlining data processes, and automating reporting and analytics. Prior to joining GEM in 2023, Daman worked as a Financial Analyst at Better Mortgage. He received a B.A. in Economics from University of Delhi and an M.S. in Quantitative Management from the Fuqua School of Business at Duke University.

Rebecca Payne is a Senior Administrative Associate for the Client Strategy Team at Global Endowment Management (GEM). In this role, she provides administrative support to the Client Strategy Team. Prior to joining GEM in 2022, Rebecca was a Senior Administrative Coordinator at Mercer. She received a B.A. in Sociology and Criminology from the University of North Carolina at Greensboro.

Dogan Perese is the Chief Operating Officer at Global Endowment Management (GEM). In this role, he works across GEM’s business units to oversee the daily operations of the firm. Dogan manages the execution of business plans and provides oversight of all systems, processes, workflows, and procedures. Prior to joining GEM in 2023, Dogan spent 14 years at Bridgewater Associates serving in various roles, including COO of Infrastructure Technology, COO of Client Services and Marketing and, most recently, Co-head of Investment Operations. He began his career as an associate at Cravath, Swaine & Moore LLP. Dogan also serves as a board member for the Museum of Contemporary Art in Westport, CT, and is the Co-Chair of the Heida Hermanns Piano Competition. He received a B.A. in Environmental Science and Public Policy from Harvard College and a J.D. from Harvard Law School.

Lindsay Perry is Director of the Portfolio Reporting Team at Global Endowment Management (GEM). In this role, Lindsay manages the firm’s Portfolio Reporting Team and is responsible for performance and exposure reporting on all of GEM’s funds for internal teams and external clients. Prior to her current role, she served as a Coordinator on the Investment Team and then as an Operations Associate and Performance Reporting Manager. Lindsay joined GEM in 2011. She received a B.S. in Marketing (cum laude) from Providence College and holds the Certificate in Investment Performance Measurement (CIPM) accreditation in the field of investment performance analysis.

Hannah Rahill, CFA is an Associate Director, Client Strategy at Global Endowment Management (GEM). In this role, Hannah is responsible for client portfolio management and engagement, development of investment strategy, leading analytical projects for client institutions, and ensuring quality control for all client deliverables. Prior to joining GEM in 2023, Hannah worked as a Portfolio Management Associate for Stegner Investment Associates. Prior to that, she worked for RQSI, a systematic quantitative fund. Hannah began her career at JPMorgan. Hannah received a B.A. in Economics from Davidson College and is a CFA Charterholder.

Jay Ripley is the Head of Investments and Deputy Managing Partner at Global Endowment Management (GEM). In this role, he leads an integrated investment team covering public, private, and impact investing. Prior to joining GEM in 2014, he spent six years at Stone Point Capital, a leading private equity firm. He received a B.B.A. in Finance from the University of Georgia.

Ron Rubin is a Senior Fund Accountant at Global Endowment Management (GEM). In this role, he oversees portfolio activity and accounting. He also assists with monthly and quarterly processes and reconciliations, helps prepare investor deliverables, and completes audit requests. Prior to joining GEM in 2022, Ron was a Senior Accountant at Flores & Associates. Before that, he was a Senior Assurance Associate at Ernst & Young. Ron received a B.A. in both Psychology and Global Studies (highest distinction) as well as a Master of Accounting (salutatorian) from the University of North Carolina at Chapel Hill. He is a Certified Public Accountant (CPA).

Andrew Schulze is an Associate Director on the Compliance Team at Global Endowment Management (GEM). In this role, Andrew manages GEM’s compliance program and is responsible for testing the program’s efficacy, ensuring adherence to regulatory rules, completing SEC, NFA and other regulatory filings, and ensuring employee adherence to GEM’s Code of Ethics and other policies. Prior to joining GEM in 2017, he was an Internal Auditor in BB&T’s Securities division, and a Compliance Staff Auditor with Lincoln Financial Group. He also completed a two-year Leadership Preparation Program at Lincoln Financial Group where he served as a Financial and Investment Analyst. Andrew received a B.S. in Kinesiology and Exercise Science (cum laude) from Liberty University and received a J.D. from Liberty University School of Law.

Tommy Simpson is a Fund Accountant at Global Endowment Management (GEM). In this role, Tommy serves as the primary contact for booking all OTC trades and manages the firm’s collateral operations. Prior to joining GEM in 2021, Tommy served as an Associate at Apex Group Ltd. Prior to that, he was a Private Equity Investment Accountant at SEI. Tommy received a B.S. in Economics and Finance (summa cum laude) from Liberty University.

Mike Smith, CFA is a Partner and Chief Investment Officer at Global Endowment Management (GEM). In this role, Mike is responsible for developing the firm’s investment policy, as well as overseeing active asset allocation and risk management strategies. Prior to joining GEM in 2010, Mike served as the founding Chief Investment Officer at the University of Florida Investment Management Company. Prior to that, he was an Investment Manager at the Duke University Management Company (DUMAC). He joined DUMAC from Hewitt Investment Group, where he was the Director of Research. He currently serves on the board of the Gator Student Investment Fund. He received a B.S. in Finance from the University of Florida and is a CFA Charterholder.

Julianne Smith is an Associate on the Client Strategy Team at Global Endowment Management (GEM). In this role, she is responsible for supporting nonprofit client relationships, including investment policy development, ongoing portfolio oversight, and institutional partnership. Prior to joining GEM in 2021, she was a Corporate Banking Analyst with J.P. Morgan. Julianne received a B.B.A. in Finance and Applied Math (summa cum laude) from The University of Notre Dame.

Allison Tack is an Associate Director on the Fund Accounting Team at Global Endowment Management (GEM). In this role, Allison leads monthly accounting close processes, manages relationships with third party service providers, performs cash management review, and provides oversight of special team projects. Prior to joining GEM in 2015, Allison worked as an Account Manager at Pinnacle Fund Administration. Allison received a B.A. in Business Administration from Queens University of Charlotte.

Alicia Villalpando is an Executive Assistant on the Investment Team at Global Endowment Management (GEM). In this role, she provides administrative support to the Investments team. Her responsibilities include assisting with day-today portfolio administration and providing support on a range of special projects as needed. Prior to joining GEM in 2019, she was Office Manager at The Organic Maids, and Operations Manager and Chiropractic Assistant at Keith Clinic Chiropractic. She received a B.A. in Business Management from the University of North Carolina at Charlotte.

Keegan von Estorff is a Manager on the Portfolio Reporting Team at Global Endowment Management (GEM). In this role, he supports the production of both routine and ad hoc client reporting and deliverables and assists with Investment Team reporting and manager transparency monitoring. Keegan joined GEM in 2019. He received a B.S. in Financial Management (magna cum laude) from Clemson University.

Jen Wallin is the Director of Finance and Tax at Global Endowment Management (GEM). In this role, Jen manages all financial aspects of the firm management company. Additionally, she oversees the fund and firm tax compliance functions. Prior to her current role, Jen served as a Senior Fund Accountant and then as the Director of Finance and Tax. Before joining GEM in 2009, Jen worked as an Audit Staff at Deloitte & Touche. She became the Finance and Tax Manager in 2012 and the Director of Finance and Tax in 2016. She received a B.S. in Business Administration and a Master of Accounting from the University of North Carolina at Chapel Hill. She is a Certified Public Accountant in North Carolina.

Charlie Weeks is the Director of Systems & Technology at Global Endowment Management (GEM). In this role, he oversees the firm’s IT systems and infrastructure. He is responsible for managing all technical operations and for ensuring firmwide adherence to information security policies and best practices. Prior to joining GEM in 2017, he worked as a Systems Engineer for Corporate Information Technologies and as a Network Solutions Architect for Rhino Networks. He is a Certified Information Systems Security Professional (ISC2), GIAC Certified Incident Handler (SANS), and a member of the Charlotte ISSA chapter.

Molly Withers is an Associate Director of Finance and Tax at Global Endowment Management (GEM). In this role, she is responsible for working with the firm’s internal tax team and external service providers on fund tax compliance and planning. She also oversees the preparation of tax estimates and tax reporting. Prior to joining GEM in 2020, Molly was a Tax Manager at Deloitte Tax. Molly received a B.S. in Accounting (magna cum laude) from The University of South Carolina and a Master of Accounting from The University of Virginia. She is a Certified Public Accountant.

Cole Withers is an Associate on the Portfolio Reporting Team at Global Endowment Management (GEM). In this role, he is responsible for managing the firm’s reporting software and overseeing the flow of data from accounting software to end products. Prior to joining GEM in 2021, Cole was an Analyst and then an Analytic Consultant at Wells Fargo Advisors. He received a B.S. in Finance from the University of South Carolina.

Katie Yau is an Associate, Graphic Production on the Communications team at Global Endowment Management (GEM). In her role, Katie is responsible for designing and assisting in the production of print and electronic marketing and communication materials. Prior to joining GEM in 2022, Katie was the Creative Designer at Akpesiri, leading their product designing and brand marketing initiatives. Prior to that, she was a Product Designer at Belk. Katie received a B.F.A. with honors in Apparel and Textile Design from Michigan State University.

Brandon Zeigler is a Director on the Impact Investment Team at Global Endowment Management (GEM). In this role, Brandon helps lead the firm’s impact platform by supporting the integration of impact considerations in client strategy, operations, communications, and the investment process. He is responsible for engaging internal and external stakeholders to raise brand awareness, serving as a subject matter expert on impact investing and the intersection of impact and philanthropy, and developing the Impact Investment Team for leadership roles at the firm and in the impact investing industry. Prior to joining GEM in 2021, he spent five years as a Program Officer on the K-12 Education team at the Walton Family Foundation. Prior to that, he was a Senior Administrator and Director of Admission at Church Farm School. Brandon is a Board Member for America Succeeds and Freedom School Partners, and is a Board Member and Treasurer for the SchermCo Foundation. Brandon received a B.S. in Psychology from Davidson College and an Ed.M. from Harvard University.

Albert Zue is a Director on the Client Strategy team at Global Endowment Management (GEM). In this role, he is responsible for client portfolio management and engagement. He supports the development of clients’ investment strategy, leads analytical projects for client institutions, and ensures quality control for all client deliverables. Prior to joining GEM in 2023, Albert spent 15 years as an investor at JPMorgan serving the firm’s private bank and OCIO clients. Most recently, he served as the Banker and Team Lead for J.P. Morgan Private Bank’s Charlotte office. Albert also serves on the Board of Trustees for the Charlotte Symphony Orchestra. He received a B.S. in Applied Economics & Management from Cornell University and is a CFA Charterholder.