ASSOCIATE DIRECTOR, INVESTMENT RESEARCH

Savannah Campbell


As an Associate Director within the Investment Research Group, Savannah performs a wide range of research duties across multiple asset classes to assist the firm’s clients in making intelligent and informed investment decisions.  Savannah works with the Research Team to uncover and incorporate investment opportunities into the firm’s disciplined investment approach. Additionally, she collaborates closely with Family Office team leaders to ensure portfolio solutions are closely aligned with client goals, objectives and risk tolerance as defined by their investment policy.

ASSOCIATE DIRECTOR, INVESTMENT RESEARCH

Savannah Campbell


As an Associate Director within the Investment Research Group, Savannah performs a wide range of research duties across multiple asset classes to assist the firm’s clients in making intelligent and informed investment decisions.  Savannah works with the Research Team to uncover and incorporate investment opportunities into the firm’s disciplined investment approach. Additionally, she collaborates closely with Family Office team leaders to ensure portfolio solutions are closely aligned with client goals, objectives and risk tolerance as defined by their investment policy.

INFLUENCE


Savannah uses a broad understanding of macro conditions to help identify investment themes and guide strategic asset allocations for the firm’s client base.  Additionally, Savannah assists the team in conducting manager due diligence across a range of asset classes. Her research helps to inform portfolio construction, manager selection and market outlook for the firm.

Savannah is a member of the Investment Committee which oversees macro-economic trends and monitors how market events may impact investments held on behalf of clients. She contributes a broad understanding of economic trends through her prior role as an Analyst at a family office based in New York, and through her undergraduate and graduate studies in Financial Engineering and Risk Analytics.

EDUCATION


Savannah received her B.A. in Economics from the State University of New York at Geneseo, graduating Cum Laude. She also holds an M.S. in Financial Engineering and Risk Analytics from Rensselaer Polytechnic Institute.

Savannah is currently pursuing Level III of the CFA designation. She has successfully passed the Series 65 and is an Investment Adviser Representative (IAR).

OUTSIDE THE OFFICE


Savannah grew up in Saratoga Springs, New York and currently resides in Beacon Hill. In her spare time, Savannah enjoys attending comedy shows and trying new restaurants around Boston.