Ana Wiechers Marshall
Chief Investment Officer at The William & Flora Hewlett Foundation
Profile
Ms. Ana W.
Marshall, CFA, is Vice President & Chief Investment Officer at The William & Flora Hewlett Foundation.
She has over 32 years of investment experience.
She is responsible for asset allocation and strategic investment policy recommendation and implementation of the nearly $9 billion endowment portfolio.
She leads the investment team portfolio construction, risk management, and liquidity modeling efforts.
She retains primary responsibility for the selection and oversight of external managers in global equities, having led the team’s efforts in distress/credit, fixed income, derivative strategies, and absolute return since joining the firm.
She serves on the Skoll Foundation and the Skoll Fund Investment Committees as well as on the Board of The Investment Fund For Foundations.
She joined The William & Flora Hewlett Foundation in 2004.
From 1993 to 2003, Ms. Marshall served as a Senior Portfolio Manager of global and emerging market equity portfolios at RCM Capital Management.
Prior to RCM, she worked as an analyst/portfolio manager of emerging market debt and equity portfolios at Bank of America.
Ana began her career in 1986 as a research analyst of high yielding assets, including corporate debt, distressed debt, and emerging market sovereign bonds.
She graduated Magna Cum Laude from University of San Diego in Economics, and earned her Chartered Financial Analyst designation in 1989.
Ana Wiechers Marshall active positions
Companies | Position | Start |
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The William & Flora Hewlett Foundation
The William & Flora Hewlett Foundation Investment Trusts/Mutual FundsMiscellaneous The William & Flora Hewlett Foundation (dba Hewlett Foundation) is a nonpartisan, private charitable foundation headquartered in Menlo Park, California. The foundation was founded in 1966 by engineer and entrepreneur William R. Hewlett and his wife, Flora Lamson Hewlett, with their eldest son, Walter Hewlett. Hewlett Foundation provides grants to a broad range of institutions across the globe to help people build better lives. | Chief Investment Officer | 01/01/2004 |
Former positions of Ana Wiechers Marshall
Companies | Position | End |
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RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Portfolio Manager-Equities | 31/12/2003 |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Training of Ana Wiechers Marshall
University of San Diego | Undergraduate Degree |
Experiences
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Private companies
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Listed companies | 1 |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private companies | 2 |
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The William & Flora Hewlett Foundation
The William & Flora Hewlett Foundation Investment Trusts/Mutual FundsMiscellaneous The William & Flora Hewlett Foundation (dba Hewlett Foundation) is a nonpartisan, private charitable foundation headquartered in Menlo Park, California. The foundation was founded in 1966 by engineer and entrepreneur William R. Hewlett and his wife, Flora Lamson Hewlett, with their eldest son, Walter Hewlett. Hewlett Foundation provides grants to a broad range of institutions across the globe to help people build better lives. | Miscellaneous |
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance Founded in 1970 by Claude Rosenberg, RCM Capital Management LLC, formerly Rosenberg Capital Management, RCM Capital Management LLC is a registered investment advisor headquartered in San Francisco with additional offices in London, Frankfurt, Hong Kong, Tokyo and Sydney. The firm was also previously known as Dresdner RCM Global Investors. RCM is a division of RCM U.S. Holdings LLC and their ultimate parent is Allianz SE. RCM manages portfolios for individuals and institutions. They also manage the Allianz/Dresdner family of mutual funds. The firm provides investment management services to clients around the world including: pension funds, blue chip multinational companies, investment trusts, governments, insurance companies and charitable foundations. | Finance |
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