Chief Investment Officer
Roz Hewsenian serves as the Helmsley Trust’s Chief Investment Officer. In this position she is responsible for the strategic direction of the Trust’s investment program and its implementation. She joined the Helmsley Charitable Trust in 2010 as the Deputy Chief Investment Officer.
Prior to joining the Trust, Roz was the Chief Executive Officer of Clay Finlay, LLC, a global equity firm with offices in New York, London and Hong Kong. Roz has spent the majority of her career at Wilshire Associates in Santa Monica, CA as senior investment consultant serving governmental pension funds. She was the lead investment consultant to the California Public Employees’ Retirement System (CalPERS). She also served on Wilshire’s Board of Directors and was an equity principal of the firm. Previously, Roz worked for money management firm, Dimensional Fund Advisors and served as the Manager of Pensions and Investments at PepsiCo, Inc.
Roz received a BS from the State University of New York at Oneonta and an MBA from Pace University.