Skip to main content

Kenneth M. Shimberg, CFA

Managing Director

Kenneth-M-ShimbergKen is responsible for relationship management at Strategic and 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. 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 across over thirty clients. Ken is a member of the Board of Directors and the Investment Committee Chair for The Wheeler School, and is a former member of the Rhode Island Public Radio Board of Directors and 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.