Over 25 Years of Industry Experience

Vicky joined Leading Edge Investment Advisors at the inception of the firm in 2005. Vicky is actively involved in investment and manager research across different asset classes. Her responsibilities include identification and evaluation of managers and strategies, validation of managers’ investment process, style and factor exposure analysis, portfolio construction and rebalancing, monitoring fund performance, and risk exposure. She also participates in initial and ongoing manager due diligence. Vicky is a member of the Investment Committee.

While with Progress Investment Management Company, she spent six years as a research analyst and finance manager. In her role as a research analyst, Vicky evaluated manager investment processes, organizational structures, investment styles, risk controls, portfolio performance and attribution, and alpha drivers in different market environments. In her role as finance manager, Vicky supervised the accounting and finance functions, including budgeting forecasting, and the review of financial statements.

Vicky earned her Master of Business Administration in Finance, and double Bachelor of Science degrees in Finance and Accounting from San Francisco State University. She is a CFA Charterholder, and a member of the CFA Institute and the San Francisco Security Analysts’ Society.