Andy guides Cambient’s overall direction and leads its investment program — investment philosophy, asset allocation, and the investment committee. He works closely with the directors of public and private markets to evaluate opportunities and oversee portfolio decisions, and brings decades of investment and client experience to the families Cambient serves.
Donna works directly with families as their primary point of contact, drawing on client relationships that span decades. That history gives her a deep understanding of each family’s preferences and priorities, allowing her to provide continuity and personal attention as their needs evolve. She shares that knowledge with colleagues across Cambient, keeping the broader team connected to the people and circumstances behind each relationship.
Dan leads Cambient’s investment research — manager evaluation, security selection, and trading oversight — and works with the investment team to implement decisions and monitor holdings. As a portfolio manager, he builds and manages portfolios that reflect each family’s circumstances and the purpose of each account, helping families understand the thinking behind their investments and adjusting as their needs evolve.
Josh leads Cambient’s operations, overseeing the service providers, systems, and processes that support the firm’s work, and directs the firm’s compliance program. As a Certified Trust and Fiduciary Advisor, he also works directly with families, coordinating complex account and fiduciary matters and seeing client decisions through to completion.
Steve leads Cambient’s private-markets investment work, from sourcing opportunities and conducting due diligence to monitoring existing investments. He also leads the firm’s technology initiatives, developing tools for investment analysis, reporting, and portfolio oversight. Steve manages portfolios and advises families on financial planning, including how private investments and digital assets fit alongside their other holdings, commitments, and long-term goals.
Jocelyn works directly with families on their day-to-day account needs — onboarding, account openings, transfers, distributions, and tax payment coordination. She keeps families informed about next steps, works with colleagues to organize details and carry requests through, and maintains the records that support these activities, making ongoing account administration simpler for the families Cambient serves.
