About
Claire
As Senior Director, Institutional Consulting, Claire specializes in asset management analysis and investment manager selection for institutional clients. She also provides consulting services to municipalities, self-insurance funds, corporations, and nonprofit organizations in areas that include investment policy, asset allocation, and investment management selection and oversight.
Claire joined Focus Partners Institutional (f/k/a GYL Financial Synergies) in 2014, having worked with the team at Wells Fargo Advisors and its predecessor in the private client group since 1991. Prior to Wells Fargo, she spent six years with the International Performance Evaluation Department of the World Markets Company in Edinburgh, Scotland, where she focused on the Dutch Pension market.
Claire is a member of the International Foundation of Employee Benefit Plans and has over 30 years of experience in providing a full range of consulting services to institutional clients.
Claire holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute (formerly known as Investment Management Consultants Association) and taught through an education program offered by the Wharton School at the University of Pennsylvania. She is a registered Investment Adviser Representative located in Maryland.
As Senior Director, Institutional Consulting, Claire specializes in asset management analysis and investment manager selection for institutional clients. She also provides consulting services to municipalities, self-insurance funds, corporations, and nonprofit organizations in areas that include investment policy, asset allocation, and investment management selection and oversight.
Claire joined Focus Partners Institutional (f/k/a GYL Financial Synergies) in 2014, having worked with the team at Wells Fargo Advisors and its predecessor in the private client group since 1991. Prior to Wells Fargo, she spent six years with the International Performance Evaluation Department of the World Markets Company in Edinburgh, Scotland, where she focused on the Dutch Pension market.
Claire is a member of the International Foundation of Employee Benefit Plans and has over 30 years of experience in providing a full range of consulting services to institutional clients.
Claire holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute (formerly known as Investment Management Consultants Association) and taught through an education program offered by the Wharton School at the University of Pennsylvania. She is a registered Investment Adviser Representative located in Maryland.