Prior to joining Delegate, Andy worked in the Silicon Valley office of Brownson, Rehmus & Foxworth Inc. (“BRF”) starting in 2003. At BRF, Andy served families with more than $850 million in net worth, and served as the Co-Chair of the firm’s Public Markets Committee, and as a member of the firm’s Investment Strategy Committee. Since 1995, Andy has advised high net worth individuals and families on establishing financial objectives, defining appropriate asset allocation targets, and implementing investment programs. Preceding his tenure at BRF, Andy was a Director and Senior Member of Credit Suisse First Boston’s Private Client Services Group (“CSFB”) in San Francisco. Prior to joining Donaldson, Lufkin & Jenrette (later acquired by CSFB) in 1997, Andy was a Principal with Montgomery Securities.
Before joining Montgomery, Andy has roles as a Senior Vice President and National Director of Asset and Liability Management for Oppenheimer & Co. and Vice President in the Capital Markets Group at Chemical Bank’s largest subsidiary, Texas Commerce Bank, in Houston, TX. Andy has deep experience with hedging devices and fixed income stemming from his banking experience with structured finance and asset and liability management.
Andy received a BBA with concentrations in Finance and Accounting from The University of Texas at Austin. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Dunkin manages the procedures of the Investment Team at Delegate Advisors. Prior to joining Delegate, Dunkin was a Strategic Partnership Officer at the South Carolina Retirement System Investment Commission (“SCRSIC”) where he played an integral role in developing and implementing SCRSIC’s Strategic Partnership program, which was used to take advantage of opportunistic investments across private equity, real estate, hedge funds, and credit.
Prior to fulfilling those responsibilities, he held a position as an Alternative Investment Officer. In addition to both of those roles, he also served as member of the SCRSIC’s Investment Committee and Asset Allocation Committee, and as Chair of the Co-Investment Committee. Dunkin received a degree in Finance from Wofford College.
Jim received his MBA from Duke University’s Fuqua School of Business with concentrations in investment finance and financial analysis in May of 2013. Prior to business school, Jim spent five years as an associate with the New York offices of law firms Skadden, Arps, Slate, Meagher & Flom LLP and Clifford Chance LLP where he represented large, global corporations in antitrust, white collar, and securities lawsuits and enforcement actions.
In addition to his MBA, Jim holds a JD from Villanova Law School, where he was an associate editor of the Villanova Law Review, and a BA in economics from Wake Forest University. Jim holds the Chartered Financial Analyst designation. He lives in Raleigh, NC with his wife Mackenzie, son Connor and dog Chloe.
Before joining Delegate, Paul was the CEO and CIO of Springcreek Advisors, LLC. Other positions held by Paul were Managing Director at Northern Trust, NA, Director of Strategic Initiatives at HRJ Capital, Managing Member and CIO of Lyon Ventures, LLC, Managing Director of the U.S. Trust Company of New York, Chief Investment Strategist at The Scion Group LLC, Head of Portfolio Management at Credit Suisse Private Banking (New York), and Portfolio Manager at Bankers Trust Company (New York).
Paul serves on the Board of Advisors of HG Capital, a real estate private equity firm. Paul is a member of the Order of Malta and a Director of the Jesuit Refugee Service/USA.
Paul earned a B.A., summa cum laude, in philosophy from Loyola Marymount University, a M.A., with distinction, in philosophy from Boston College and a M.B.A. from Stanford University. Paul holds the Chartered Financial Analyst designation.
Morgan was previously a partner at Fort Point Capital Partners, a wealth and asset management company where she was responsible for the operations of thirty client relationships. As a founding partner of Fort Point Capital, she was responsible for designing and implementing all of Fort Point’s operational process and systems. Prior to Fort Point, she was an associate at Presidio Financial Partners LLC and a financial advisor at Merrill Lynch. At both firms, she worked on a team that served ultra-high net worth clients.
Prior to Merrill Lynch, she worked as a paralegal for Cooley Godward in the estate planning group. She currently serves on the board of the Aquarium of the Bay and the Bay Institute.
Morgan graduated with honors from Trinity College, in Hartford, Connecticut. She attended UC Berkeley’s Haas School of Business Base Program and received a Certified Financial Planner Certificate. Morgan lives with her husband Bill, daughters Dylan, Blake and Evan along with their dog, Louie, cats Sibi and Ida and their chickens.
Carolyn is Director of Business Operations at Delegate Advisors, working out of the Chapel Hill office since joining the firm when it launched in January 2012. Prior to joining Delegate, Carolyn’s career spanned over 25 years in architecture and the real estate sector, where she built her own architecture practice before expanding her businesses into areas of construction, development, property management, eventually building a $25million portfolio of commercial and residential investment assets.
She completed her Bachelor of Architecture degree at Rice University in Houston, Texas where she graduated magna cum laude and was inducted into the Phi Beta Kappa Honor Society. She went on to receive her Master of Architecture from Princeton University in 1991 and was licensed to practice in Texas and Arkansas from 1994 through 2009. She began her with the internationally recognized firms of I M Pei & Partners in New York and Barton Meyers Associates in Los Angeles, and later taught at the University of Texas at Arlington.
Hannah joined Delegate Advisors the summer of 2016 as an analyst where she is responsible for maintaining the reporting systems.
She graduated from Singapore Management University in 2015 where she double-majored in Accounting and Finance with a concentration in Corporate Financial Management. While in college, Hannah began working as the main accountant for a Chinese market strategy consulting firm and an automobile start-up. She continued in both functions until she joined the team at Delegate.
After living in 6 different cities across the world, Hannah has settled down in Wake Forest, NC. She follows her passion for international languages through her volunteer work as a Mandarin-English translator.
Carrie was previously an Accounting Manager at Red Hat, a provider of open source technology, in Raleigh, NC, where she was responsible for the monthly financial close and worldwide consolidation process. Prior to Red Hat, Carrie worked for Investors Bank & Trust, a financial services company in Boston, for over 7 years in various managerial roles supporting the accounting for the investment portfolio as well as the financial close and worldwide consolidation process
Prior to these corporate roles, Carrie worked for Haggett, Longobardi & Company, a regional public accounting firm, in Glastonbury, Connecticut, for 6 years, where she focused on accounting and auditing services for clients.
Carrie graduated cum laude from Bentley College in Waltham, Massachusetts, with a Bachelor of Science in Accountancy, and she passed the CPA exam upon graduation. While in Boston, she completed her MBA with a finance concentration from Suffolk University.
Carrie lives with her husband Paul and two sons, Vikram and Ravi, in Durham, North Carolina.
Daniel joined Delegate Advisors as an analyst in 2017. Prior to joining Delegate Advisors, Daniel worked as an intern for a venture capital firm. Daniel graduated from the University of North Carolina at Chapel Hill where he received a Bachelor of Science in Business Administration with a concentration in finance. While at UNC he served as the treasurer of the UNC Finance Society.
Keosha joined Delegate as an Analyst in 2019. Prior to joining the Delegate team, Keosha was a revenue officer for the North Carolina Department of Revenue, where she assisted business owners and individual taxpayers with maintaining North Carolina tax compliance. Prior to serving at the NCDOR, Keosha worked as a sales and services representative of First Citizens Bank, where she provided account management for business and personal clients.
She graduated from The University of North Carolina at Chapel Hill with dual Bachelor’s Degrees in Business Management and Sociology. In 2013, she graduated from North Carolina Central University with a Master’s in Business Administration.
Keosha lives in Durham, North Carolina with her husband Lyndon and daughter Peyton.
Robert has over 15 years’ experience serving as the Chief Executive Officer and Chief Investment Officer for two multi-billion dollar public trust funds. Prior to these roles, he served as Treasurer and Senior Manager of Financial Services for the Texas Mutual Insurance Fund. He was previously Vice President of Treasury and Interest Rate Risk Manager of Franklin Federal Bancorp. He began his career in 1982 at the Bond Division of the Texas State Treasury. Graduating from the University of Texas at Austin with a BBA in Finance, he went on to earn a Master of Science degree in Finance from Louisiana State University.
Robert holds both the Chartered Financial Analyst and Chartered Alternative Investment Analyst professional designations.