Dakota Live! Call #131

Dakota Live! 131 Registration - Captioned-low

June 16, 2023

Our Guest Speaker

Jessica Portis - Head of Member Portfolio Management and Services, TIFF

Jessica Portis joined TIFF in 2020 and serves as Head of Member Portfolio Management and Services. In this role, she collaborates closely with the investment and member-facing teams to develop and execute investment solutions that cater to the unique objectives of TIFF’s members.

Prior to joining TIFF, Jess was a Partner at Mercer, where she oversaw the delivery of investment-related services to both advisory and OCIO nonprofit clients. Additionally, she spent 15 years at Summit Strategies Group, where she held various roles across the consulting and research groups.

Jess is deeply committed to supporting nonprofit organizations and currently holds board positions at the Visiting Nurse Association of St. Louis and the Center for Creative Arts (COCA) of St. Louis.

Jess holds a BS degree in Accounting from the University of Missouri – St. Louis and is a Chartered Financial Analyst® (CFA®) charterholder.

Dakota will present a detailed profile on Brown Advisors and all allocators in the Boston Metro Area

Register now!

Key highlights we will cover on Brown Advisory:

  • What are the opportunities for external managers at Brown Advisory?
  • What does a “win” look like at Brown Advisory?
  • How is the research team structured & what are the key considerations in the research process?

Also featured on Dakota Live! #131

  • Jessica Portis - Head of Member Portfolio Management and Services, TIFF
  • Metro Area Profiled: Boston
  • Dakota's Call Notes from the Week