Global Strategic NextGen OCIO

Donald Callaghan is a financial advisor at Global Strategic NextGen OCIO with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Global Strategic Investment Solutions since 2015. Global Strategic Investment Solutions, LLC provides discretionary portfolio management and related advisory services to high-net-worth individuals, donor-advised funds, endowments, and foundations. The firm uses a quantitative, model-driven investment approach with a dynamic strategic asset allocation framework, incorporating a broad mix of public and private investment vehicles and ongoing portfolio oversight.

Nicholas Botticelli is a financial advisor at Global Strategic NextGen OCIO with eight years of industry experience. He holds a Series 65 designation and has worked at Global Strategic Investment Solutions, LLC since 2020. His prior roles include positions at RBX Associates, Exelon Corporation, and Hirtle Callaghan & Co. LLC. Global Strategic Investment Solutions, LLC is a registered investment adviser serving high-net-worth individuals, donor-advised funds, endowments, and foundations. The firm uses a quantitative, model-driven approach to portfolio construction, emphasizing dynamic strategic asset allocation and employing a broad mix of investment vehicles with ongoing oversight and rebalancing.

Curt Thompson is a financial advisor at Global Strategic NextGen OCIO with 28 years of industry experience. He holds a Series 65 designation and has worked at Global Strategic Investment Solutions since 2018, following a 23-year tenure at Hirtle, Callaghan & Co. Global Strategic Investment Solutions, LLC provides discretionary portfolio management and advisory services to high-net-worth individuals, donor-advised funds, endowments, and foundations. The firm employs a quantitative, model-driven investment approach with a dynamic strategic asset allocation framework, utilizing a range of investment vehicles including third-party managers and private market investments.

Tyson Keene is a financial advisor at Global Strategic NextGen OCIO with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab & Co., Inc. and Robert Chick Fritz. Global Strategic Investment Solutions, LLC provides discretionary portfolio management and advisory services to high-net-worth individuals, donor-advised funds, endowments, and foundations. The firm uses a quantitative, model-driven investment approach with a dynamic strategic asset allocation framework and employs a mix of public and private investment vehicles.

Matthew Underwood is a CFA® charterholder with 13 years of industry experience. He is currently with Global Strategic NextGen OCIO, part of Global Strategic Investment Solutions, LLC, where he has worked since 2019. His prior experience includes roles at BB&T, Patriot Wealth, Inc., and The Vanguard Group. Outside of his advisory work, he serves as a limited agent managing family retirement accounts. Global Strategic Investment Solutions, LLC is a registered investment adviser serving high-net-worth individuals, donor-advised funds, endowments, and foundations. The firm uses a quantitative, model-driven approach to portfolio construction, employing a dynamic strategic asset allocation framework and a mix of public and private investment vehicles overseen by an investment committee.