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Renee Hanna, Managing Director of Investments at Baylor University & Kailey Ransom, Investment Analyst at Baylor University
Cover all institutional accounts in the San Francisco Metro Area
Receive a detailed breakdown of the $2.3B RIA, Focus Financial Partners
Focus Financial Parters is a strategic investors in RIAs—providing you with value-added support, access to capital for growth, and succession planning to help you bring your vision to life and take your firm to new heights—all under your continuing leadership. Partnered with CAIS to provide alternative investments to clients.
Renee Hanna joined the Baylor University Office of Investments in May of 2008. She currently serves as Managing Director of Investments and is responsible for the endowment's private investments across all categories and geographies. Prior to returning to her alma mater, she was an Associate Investment Analyst at Lee Financial Corporation, a multi-family investment office.
Renee graduated cum laude from the Baylor University Hankamer School of Business and earned her MBA with honors from the McCombs School of Business at the University of Texas at Austin. She also holds the Chartered Financial Analyst (CFA) designation.
Kailey Ransom joined the Baylor University Office of Investments in August of 2023. She serves as an Investment Analyst and focuses on private investments.
Kailey received her BBA from Baylor University in May 2023. She graduated with majors in Business Fellows, Finance, Marketing, and Spanish.
Metro Area:
Dallas
Key Account:
Wilmington Trust
Allocator Interview:
Lawrence Calcano, iCapital
Metro Area:
Minnesota
Key Account:
Stifel
Allocator Interview:
Jeremy Beal, Morgan Stanley
Metro Area:
Philadelphia
Key Account:
J.P. Morgan
Allocator Interview:
Matthew Ruffalo, Clarfeld
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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