Carrie is a seasoned executive and Board Member with decades of experience in delivering top-quartile investment results. In her former role of Chief Investment Officer for the Wisconsin Alumni Research Foundation (WARF), Carrie oversaw management of a $3B investment portfolio, managing a team of seven financial professionals. In 2017 and 2016, she was named the 26th and 18th most powerful institutional investor in the world by Chief Investment Officer. Investors ranked asset owners by five factors: innovation, collaboration, talent development, fund size and tenure.
Carrie joined WARF in 2001 as the Associate Investment Director and became Chief Investment Officer in 2007. Prior to joining WARF, she was Assistant Portfolio Manager for a $3 billion private equity portfolio at the State of Wisconsin Investment Board.
Carrie also provides her time serving as a volunteer on local boards including Agrace HospiceCare’s Finance Committee, the Investment Committee of the Madison Community Foundation and the NCAA Board of Governors Finance and Audit Committee Investment Subcommittee. She is an Independent Trustee on the Board of Trustees of the Madison Funds and Ultra Series Funds.
Carrie earned a Bachelor of Business Administration degree in finance and real estate and a Master of Science in finance from University of Wisconsin-Madison and holds the Chartered Financial Analyst (CFA) designation.
