Becky is CEO and a Senior Consultant with RVK, located in our Portland office. She joined the firm in 1994 and has 25 years of experience in investment consulting and capital markets. 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, 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 Bachelor of Science 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. Becky is a shareholder of the firm and serves on the firm's Board of Directors.