Nicholas Botticelli is a financial advisor at Global Strategic NextGen OCIO with nine years of industry experience. He holds a Series 65 designation and has worked at Global Strategic Investment Solutions, RBX Associates, Exelon Corporation, and Hirtle Callaghan & Co. LLC. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm uses a dynamic strategic asset allocation framework driven by proprietary quantitative models and emphasizes due diligence across a wide range of public and private market investments.

Curt Thompson is a Series 65–licensed financial advisor at Global Strategic NextGen OCIO with 29 years of industry experience. He previously worked at Hirtle, Callaghan & Co. for 23 years before joining Global Strategic Investment Solutions in 2018. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm employs a dynamic strategic asset allocation approach using proprietary quantitative models and emphasizes both public and private market investments.

Tyson Keene is a financial advisor at Global Strategic NextGen OCIO with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Robert Chick Fritz. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and selection of third-party managers. The firm employs a dynamic strategic asset allocation framework using proprietary quantitative models and emphasizes quantitative and qualitative due diligence across a broad investable universe, including public and private market investments.

Matthew Underwood is a CFA® charterholder with 13 years of experience in investment advisory. He is currently with Global Strategic NextGen OCIO, part of Global Strategic Investment Solutions, where he has worked since 2019. His prior experience includes roles at BB&T, Patriot Wealth, and Vanguard Advisers. Outside of his advisory work, he serves as a limited agent managing family retirement accounts. Global Strategic Investment Solutions provides discretionary portfolio management and third-party manager selection for high-net-worth individuals, donor-advised funds, endowments, and foundations. The firm employs a dynamic strategic asset allocation framework using proprietary quantitative models and emphasizes access to a broad range of investment vehicles, including public and private markets.