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Kenneth M. Shimberg, CFA

Managing Director, Client Portfolio Management

Kenneth-M-ShimbergKen leads the Client Portfolio Management Team. Ken works closely with the investment and research teams to develop and implement investment solutions that meet clients’ objectives. He has over two decades of endowment investment experience including leadership roles at the Brown University Investment Office (Managing Director and Acting CIO) and the Princeton University Investment Company, as well as extensive asset allocation, manager selection, and risk management experience and a deep background in private investments. He chairs Strategic’s ESG Working Group, a cross-functional team that directs and coordinates Strategic’s multifaceted ESG solutions and research, and is a member of the Diversity, Equity, and Inclusion Working Group. Prior to joining Strategic, he was the Chief Investment Officer of Mercer’s not-for-profit institutional client team, which managed $4 billion in discretionary assets for over thirty clients. Ken formerly served as Investment Committee Chair and a member of the Board of Directors of The Wheeler School, a member of the Rhode Island Public Radio Board of Directors, and on the Lifespan Hospitals Investment Committee.

Ken holds a B.S. in Management Science with a concentration in Finance from MIT. He is a CFA charterholder and a member of the CFA Society of Washington, D.C.