Guiding the Future of
Inclusive Investment

Our leadership team brings together deep expertise, diverse perspectives, and a shared commitment to transforming asset management by expanding access, mentorship, sponsorship, and representation. They believe that broadening participation in asset management is not just a moral imperative but a strategic advantage - one that fuels innovation, enhances decision-making, and ultimately drives superior financial performance. Their aim in forming Allocator Collective was to champion initiatives that create pathways to integrate multidimensional diversity as a core driver of value creation and alpha generation.

Co-Founders & Steering
Committee Members

Rob Rahbari

Senior Investment Officer
Assistant Treasurer at University of Rochester

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Stephanie Westen

Senior Investment Operations Analyst at University of Rochester

Bhakti Mirchandani

Managing Director,
Responsible Investing at Trinity Church Wall Street

Sophia Tsai

Managing Director
at Trinity Church Wall Street

Steering
Committee Members

Abigail Kahn Archibald

Portfolio Manager at The Andrew W. Mellon Foundation

Michael Billings

Investment Manager at Vanderbilt University Office of Investments

Susanne Gealy

Senior Director at CommonSpirit Health

Harisha Haigh

Managing Director, Private Investments and Real Assets, Northwestern University

Jamie Lu

Director, Investments, CommonSpirit Health

Elise McDonald

Managing Director at Harvard Management Company

Adrian Ohmer

Investment Director at The Kresge Foundation

Joanna Rupp

Managing Director, Private Equity at University of Chicago Office of Investments

Reginald Sanders

Director of Investments, W. K. Kellogg Foundation

Jeff Smith

Investment Officer at Smithsonian Institution Office of Investments

Roger Vincent

Senior Investment Officer at Cornell University Investment Office

Sondra Vitols

YWCA, Board of Trustees

Be part of the future of investment

Allocator Collective thrives on collaboration, bringing together investors, fund managers, and thought leaders who are committed to being part of a movement driving meaningful change in asset management. Whether through engaging discussions, strategic partnerships, or actionable initiatives, together, we can build a more multidimensional and high-performing investment landscape and work collectively to reshape industry standards. Stay connected.

Guiding the Future of Inclusive Investment

Co-Founders & Steering Committee Members

Rob Rahbari

Rob RahbariSenior Investment Officer Assistant Treasurer at University of Rochester

Stephanie Westen

Stephanie WestenSenior Investment Operations Analyst at University of Rochester

Bhakti Mirchandani

Bhakti MirchandaniManaging Director, Responsible Investing at Trinity Church Wall Street

Sophia Tsai

Sophia TsaiManaging Director at Trinity Church Wall Street

Steering Committee Members

Abigail Kahn Archibald

Abigail Kahn ArchibaldPortfolio Manager at The Andrew W. Mellon Foundation

Michael Billings

Michael BillingsInvestment Manager at Vanderbilt University Office of Investments

Susanne Gealy

Susanne GealySenior Director at CommonSpirit Health

Harisha Haigh

Harisha HaighManaging Director, Private Investments and Real Assets, Northwestern University

Jamie Lu

Jamie LuDirector, Investments, CommonSpirit Health

Elise McDonald

Elise McDonaldManaging Director at Harvard Management Company

Adrian Ohmer

Adrian OhmerInvestment Director at The Kresge Foundation

Joanna Rupp

Joanna RuppManaging Director, Private Equity at University of Chicago Office of Investments

Reginald Sanders

Reginald SandersDirector of Investments, W. K. Kellogg Foundation

Jeff Smith

Jeff SmithInvestment Officer at Smithsonian Institution Office of Investments

Roger Vincent

Roger VincentSenior Investment Officer at Cornell University Investment Office

Sondra Vitols

Sondra VitolsYWCA, Board of Trustees

Be part of the future of investment

MESSAGE FROM LEADERSHIP

Guiding the Future of
Inclusive Investment

Co-Founders & Steering
Committee Members

Rob Rahbari
Senior Investment Officer Assistant Treasurer at University of Rochester

Stephanie Westen
Senior Investment Operations Analyst at University of Rochester

Bhakti Mirchandani
Managing Director, Responsible Investing at Trinity Church Wall Street

Sophia Tsai
Managing Director at Trinity Church Wall Street

Steering
Committee Members

Abigail Kahn Archibald
Portfolio Manager at The Andrew W. Mellon Foundation

Michael Billings
Investment Manager at Vanderbilt University Office of Investments

Susanne Gealy
Senior Director at CommonSpirit Health

Harisha Haigh
Managing Director, Private Investments and Real Assets, Northwestern University

Jamie Lu
Director, Investments, CommonSpirit Health

Elise McDonald
Managing Director at Harvard Management Company

Adrian Ohmer
Investment Director at The Kresge Foundation

Joanna Rupp
Managing Director, Private Equity at University of Chicago Office of Investments

Reginald Sanders
Director of Investments, W. K. Kellogg Foundation

Jeff Smith
Investment Officer at Smithsonian Institution Office of Investments

Roger Vincent
Senior Investment Officer at Cornell University Investment Office

Sondra Vitols
YWCA, Board of Trustees