![Ana Wiechers Marshall](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ana Wiechers Marshall
Directeur en chef des Investissements chez
The William & Flora Hewlett Foundation
Profil
Ms. Ana W.
Marshall, CFA, is Vice President & Chief Investment Officer at The William & Flora Hewlett Foundation.
She has over 32 years of investment experience.
She is responsible for asset allocation and strategic investment policy recommendation and implementation of the nearly $9 billion endowment portfolio.
She leads the investment team portfolio construction, risk management, and liquidity modeling efforts.
She retains primary responsibility for the selection and oversight of external managers in global equities, having led the team’s efforts in distress/credit, fixed income, derivative strategies, and absolute return since joining the firm.
She serves on the Skoll Foundation and the Skoll Fund Investment Committees as well as on the Board of The Investment Fund For Foundations.
She joined The William & Flora Hewlett Foundation in 2004.
From 1993 to 2003, Ms. Marshall served as a Senior Portfolio Manager of global and emerging market equity portfolios at RCM Capital Management.
Prior to RCM, she worked as an analyst/portfolio manager of emerging market debt and equity portfolios at Bank of America.
Ana began her career in 1986 as a research analyst of high yielding assets, including corporate debt, distressed debt, and emerging market sovereign bonds.
She graduated Magna Cum Laude from University of San Diego in Economics, and earned her Chartered Financial Analyst designation in 1989.
Postes actifs de Ana Wiechers Marshall
| Sociétés | Poste | Début |
|---|---|---|
The William & Flora Hewlett Foundation
 The William & Flora Hewlett Foundation Investment Trusts/Mutual FundsMiscellaneous Hewlett Foundation aims to maintain or grow their asset size and spending power in inflation-adjusted terms with risk at a level appropriate to their program objectives. They diversify their investments among various financial instruments and asset categories and use multiple investment strategies. As a general practice, except for their holdings in Hewlett-Packard and Agilent stock, all financial assets of the foundation are managed by external investment management firms. Some assets are invested with limited partnerships that invest in the securities of companies that may not be immediately liquid, such as venture capital and buyout firms, and in real estate equity limited partnerships that have investments in various types of properties. | Directeur en chef des Investissements | 01/01/2004 |
Anciens postes connus de Ana Wiechers Marshall
| Sociétés | Poste | Fin |
|---|---|---|
RCM Capital Management LLC
 RCM Capital Management LLC Investment ManagersFinance RCM Capital Management offers investment strategies that cover all market-caps and investment styles. The firm offers investment products that vary widely from regional and global strategies to multi-asset and structured products. They have particular expertise in: (1) regional/country equity strategies (2) global equity strategies (3) emerging markets equity strategies (4) thematic and sector strategies (5) alpha extension strategies (6) multi-asset absolute return strategies and (7) structured products. RCM's investment philosophy is based on proprietary sector-based fundamental research. Though not limited by sector, RCM tends to invest in the stocks of companies in the electronic technology, technology services and health technology sectors. The firm invests globally, across all market-caps. RCM maintains a medium turnover rate. | Gestionnaire de Portefeuille-Actions | 31/12/2003 |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Formation de Ana Wiechers Marshall
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
82
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
RCM Capital Management LLC
RCM Capital Management LLC Investment ManagersFinance RCM Capital Management offers investment strategies that cover all market-caps and investment styles. The firm offers investment products that vary widely from regional and global strategies to multi-asset and structured products. They have particular expertise in: (1) regional/country equity strategies (2) global equity strategies (3) emerging markets equity strategies (4) thematic and sector strategies (5) alpha extension strategies (6) multi-asset absolute return strategies and (7) structured products. RCM's investment philosophy is based on proprietary sector-based fundamental research. Though not limited by sector, RCM tends to invest in the stocks of companies in the electronic technology, technology services and health technology sectors. The firm invests globally, across all market-caps. RCM maintains a medium turnover rate. | Finance |
The William & Flora Hewlett Foundation
The William & Flora Hewlett Foundation Investment Trusts/Mutual FundsMiscellaneous Hewlett Foundation aims to maintain or grow their asset size and spending power in inflation-adjusted terms with risk at a level appropriate to their program objectives. They diversify their investments among various financial instruments and asset categories and use multiple investment strategies. As a general practice, except for their holdings in Hewlett-Packard and Agilent stock, all financial assets of the foundation are managed by external investment management firms. Some assets are invested with limited partnerships that invest in the securities of companies that may not be immediately liquid, such as venture capital and buyout firms, and in real estate equity limited partnerships that have investments in various types of properties. | Miscellaneous |
University of San Diego
 University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
