Rebecca (Becky) is a Senior Consultant with RVK, located in our Portland office. She joined the firm in 1994 and has over 30 years of experience in investment consulting and capital markets. In addition to her consulting responsibilities, Becky served as RVK’s CEO for 16 years from 2008 through 2024 and continues her leadership as Chairman of the firm’s Board of Directors and as an RVK shareholder.
Becky also leads the firm’s Endowment and Foundation Solutions Team, focusing on best practices, thought leadership, and topical research. She helps develop tools and solutions for decision-making and optimization of portfolio outcomes while also monitoring evolving E&F investment issues. Becky’s also a member of RVK’s Investment Perspectives Committee, which provides a centralized and uniform source for investment counsel and perspective across our firm’s client engagements. Becky is a long-term member of the Triangulation Committee as well as part of the annual Capital Market Assumptions process.
Becky’s consulting experience spans all institutional client types including public funds, defined benefit, defined contribution, endowment/foundation, corporate reserve, insurance, and high net worth. Her client list includes some of the firm's largest relationships. She has extensive experience in a broad range of consulting disciplines including investment policy, asset allocation, intergenerational equity studies, performance evaluation and attribution, investment manager searches, and asset class structure studies. In her work with some of the firm’s larger clients, she has participated in innovative asset class research as well as new product and application initiatives.
Becky earned her BS degree in Finance from Portland State University and holds the Chartered Financial Analyst designation. She is a member of the CFA Institute and a member of the CFA Society of Portland.