Chief Operating Officer and Chief Compliance Officer
Betsy oversees the firm’s operations including: portfolio accounting, trading and trade settlement, as well as IT infrastructure and support. Additionally, she is responsible for TAMRO's compliance program. She sits on the Investment Team to provide risk management and compliance oversight, and she takes an active role in client servicing.
She began her finance career as a Portfolio Administrator at Harbor Capital Management and was quickly promoted to Sr. Portfolio Administrator responsible for all internationally-invested institutional portfolios and associated relationships. Additional responsibilities included training new operations employees, portfolio attribution and data analysis. Betsy earned a B.S. from the University of Oregon's Charles H. Lundquist College of Business and M.B.A. from The Darden School of Business at the University of Virginia. She is an Investment Adviser Certified Compliance Professionalsm (IACCP).