NEW YORK November 28, 2017
Trusted Insight recognized the top 30 Chief Investment Officers of leading single family offices. Amongst them were top female CIO’s Candice Beaumont, Melissa Cheong, Suzi Kwon Cohen, McCall Cravens & Terra Fuller. Family offices tend to be the pioneers of institutional investing, whose techniques and strategies are later adopted by endowments, foundations and other institution types. The leaders of these organizations are at the forefront of that change.
The list of the Top 30 single Family Office Chief Investment Officers include Microsoft co-founder Paul Allen’s CIO Chris Orndorff, Trent May, the CIO of 1888 Management, the family office of Charles & David Koch, Andrew Eberhart, CIO of Heinz Family Office, Alan Chang who runs Jeff Skoll’s family office Capricorn Investment Group, Brad Briner Co CIO of Willett Advisors the family office than manages Michael Bloomberg's philanthropic assets, Chuck Chai, CIO of Hillspire, the family office of Eric Schmidt, Chairman of Google parent company Alphabet, Frederic Martel, CIO of Claridge which manages the wealth of Charles Bronfman, Dennis Javer, President of Dolan Family Office, Andrew Cohen, CIO of Cohen Private Ventures, the family office of S.A.C. Capital founder Steven A. Cohen, J.T. King, CIO of Nonami, the family office of Tom Cousins, Sam Levinson CIO of Glick Family Investments, Michael Larson, who has managed wealth for Bill Gates since 1994 and is both CIO of Cascade Investments, as well as being responsible for investments of the Bill & Melinda Gates Foundation Trust.
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About Female Top Performers
Candice Beaumont is Chief Investment Officer who runs L Investments, a single family office with an endowment style portfolio of public and private equity. She is an Advisory Board member of the Family Office Association, serves on the Steering Committee of the Yale University School of Management College of Family Offices, NYU Stern Family Office Council as well as the Princeton University Council of Family Offices and Endowments. Candice also serves on the Advisory Board of Salsano Group & New Frontier Bio, a private investment arm of the Kennedy family. She has been a member of the Board of Directors of numerous private equity firms including DFSA regulated i2BF Venture Fund and remains committed to community and philanthropic causes and serves on the Board of Directors of Most Valuable Kids, and Care for Kenya.
Ms. Beaumont worked previously at Lazard Frères executing over $20 billion of merger and acquisition advisory assignments, and in private equity at Argonaut Capital. She completed Global Leadership & Public Policy for the 21st Century at Harvard Kennedy School and obtained a Bachelor in Business Administration from the University of Miami, graduating first in her class with a major of International Finance & Marketing. Candice was honored as a Young Global Leader by the World Economic Forum in 2014 and is a former professional tennis player.
Melissa Cheong is Chief Investment Officer at Zoma Capital, the private family office of Ben and Lucy Ana Walton. Prior to establishing Zoma Capital, she held various positions working with family offices and within the financial services sector at organizations such as Treehouse Investments, Imprint Capital, Plainfield Asset Management, Metzler Bank and Deutsche Bank. Cheong holds an MBA from Columbia Business School, New York and a B.A. in political science from the University of Chicago.
Suzi Kwon Cohen is Chief Investment Officer at Mousse Partners Limited, which manages the wealth for the Wertheimer family. Previously, Kwon Cohen was managing director at GIC for nine months, head of private equity in the Americas at Quadrangle group and principal at Credit Suisse Private Equity/DLJ Merchant Banking. Kwon Cohen holds an MBA from Stanford University and a B.A. in Economics and comparative literature from Brown University.
McCall Cravens is the Chief Investment Officer at Hunt Investment Group/Palette Investment Company. Previously, she was managing director of investments at Southern Methodist University, where she oversaw and made manager recommendations for multiple asset classes. Cravens holds an MBA from Harvard Business School and a B.S. in Engineering Science and Economics from Vanderbilt University.
Terra Fuller is the Chief Investment Officer at Pritzker Group. Previously, she was director of research there and senior vice president at Mesirow Advanced Strategies. Fuller holds an MBA in finance and strategy from Northwestern University, Kellogg School of Management and a BBA in Accounting from the University of Michigan.
About Trusted Insight
Trusted Insight is the world’s biggest network of institutional investors. They connect investment decision-makers at endowments, foundations, pensions, insurance companies, sovereign wealth funds, family offices, corporations and healthcare systems. Trusted Insight provides institutional investors with more efficient access to private market information by aggregating thousands of public sources to curate the most relevant news, events, jobs, industry rankings and syndication opportunities.
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