Cambridge Associates Executive and Leadership Team

October, 2026

Leadership Overview

Cambridge Associates has 10 executives leading key functions including investment strategy, global client solutions, technology infrastructure, and private investment operations.

Committed to delivering superior investment advisory services, Cambridge Associates empowers institutional investors through rigorous research, portfolio construction, and long-term capital growth strategies across global markets.

Leadership Roles at Cambridge Associates

  • Chief Executive Officer & Board Member - David Druley
  • Chief Operating Officer, Discretionary Private Investments - Sarah Roeder
  • Chief Operating Officer, Pension Practice - Caroline Patten
  • Managing Director, Chief Operating Officer of Global Client Solutions - Kara Paluch
  • Chief Technology Officer - Bryan Devereaux
  • Managing Director - Keon Holmes
  • Managing Director - Serge Agres
  • Managing Director - Samit Chhabra
  • Managing Director - Lauren Palmer
  • Managing Director - Wilson Chen
  • David Druley - Chief Executive Officer & Board Member

    David Druley, the Chief Executive Officer & Board Member at Cambridge Associates, directs the firm's overarching investment advisory strategy and corporate governance. Overseeing global operations, the Chief Executive Officer & Board Member ensures alignment between client objectives and the firm's long-term consulting mission. This leadership role involves managing relationships with institutional investors while driving expansion across international markets. By prioritizing rigorous research and portfolio construction, David Druley directly impacts the firm's ability to provide high-quality investment solutions. The Chief Executive Officer & Board Member maintains a focus on sustainable growth and operational excellence, ensuring that the firm remains a leader in the investment consulting industry. Through constant collaboration with the Board, Druley secures the firm's competitive position and fosters a culture of excellence in financial advisory services.
    David Druley

    Sarah Roeder - Chief Operating Officer, Discretionary Private Investments

    Sarah Roeder, the Chief Operating Officer, Discretionary Private Investments at Cambridge Associates, directs the operational framework for private market portfolios. Overseeing the execution of discretionary investment strategies, the Chief Operating Officer, Discretionary Private Investments ensures that all processes align with regulatory requirements and client mandates. This leadership role involves managing the complexities of private equity and alternative asset operations to ensure seamless execution. By streamlining operational workflows, Sarah Roeder directly impacts the firm's ability to manage private investments efficiently and effectively. The Chief Operating Officer, Discretionary Private Investments maintains a focus on risk mitigation and operational excellence, ensuring that the firm's private investment practice remains robust. Through strategic oversight of internal operations, Roeder drives the firm's commitment to delivering high-quality private investment solutions to institutional clients.

    Caroline Patten - Chief Operating Officer, Pension Practice

    Caroline Patten, the Chief Operating Officer, Pension Practice at Cambridge Associates, directs the operational strategy for pension fund consulting. Overseeing the delivery of advisory services to pension clients, the Chief Operating Officer, Pension Practice ensures that all consulting engagements meet the highest standards of accuracy and compliance. This leadership role involves managing the intersection of investment strategy and operational support for large-scale pension funds. By optimizing service delivery models, Caroline Patten directly impacts the firm's ability to support the long-term financial stability of pension clients. The Chief Operating Officer, Pension Practice maintains a focus on operational efficiency and client-centric solutions, ensuring that the firm's pension practice remains a leader in the industry. Through strategic management of internal resources, Patten drives the firm's commitment to excellence in pension fund advisory services.

    Kara Paluch - Managing Director, Chief Operating Officer of Global Client Solutions

    Kara Paluch, the Managing Director, Chief Operating Officer of Global Client Solutions at Cambridge Associates, directs the operational infrastructure supporting global client engagement. Overseeing the integration of client service models, the Managing Director, Chief Operating Officer of Global Client Solutions ensures that the firm's advisory teams operate with maximum efficiency across all regions. This leadership role involves coordinating global resources to provide seamless support to institutional investors. By refining operational processes, Kara Paluch directly impacts the firm's ability to deliver consistent, high-quality service on a global scale. The Managing Director, Chief Operating Officer of Global Client Solutions maintains a focus on scalability and client satisfaction, ensuring that the firm's global operations remain agile and responsive. Through strategic oversight of client-facing functions, Paluch drives the firm's commitment to excellence in global investment consulting.
    Kara Paluch

    Bryan Devereaux - Chief Technology Officer

    Bryan Devereaux, the Chief Technology Officer at Cambridge Associates, directs the firm's digital infrastructure and technological innovation. Overseeing the development of proprietary data platforms, the Chief Technology Officer ensures that investment teams have access to robust analytical tools and secure systems. This leadership role involves managing the firm's cybersecurity posture and integrating advanced technology into the investment advisory process. By optimizing technical workflows, Bryan Devereaux directly impacts the firm's ability to process complex market data and deliver timely insights to clients. The Chief Technology Officer maintains a focus on scalability and reliability, ensuring that the firm's digital environment supports global operations effectively. Through strategic investment in emerging technologies, Devereaux drives the firm's commitment to innovation, ultimately enhancing the efficiency and effectiveness of the firm's investment consulting services.

    Keon Holmes - Managing Director

    Keon Holmes, the Managing Director at Cambridge Associates, directs investment advisory initiatives for institutional clients. Overseeing complex portfolio construction, the Managing Director ensures that investment strategies align with specific client risk profiles and long-term financial goals. This leadership role involves navigating volatile market conditions to provide actionable insights and consulting expertise. By leveraging deep industry knowledge, Keon Holmes directly impacts the success of client portfolios through disciplined asset allocation and manager selection. The Managing Director maintains a focus on delivering consistent performance and high-touch service, ensuring that institutional investors receive tailored guidance. Through active engagement with global markets, Holmes drives the firm's reputation for excellence in investment consulting, ultimately securing the financial stability and growth of the diverse client base served by the firm.

    Serge Agres - Managing Director

    Serge Agres, the Managing Director at Cambridge Associates, directs strategic consulting engagements for a broad range of institutional investors. Overseeing the development of sophisticated investment frameworks, the Managing Director ensures that client portfolios benefit from rigorous research and data-driven decision-making. This leadership role involves identifying emerging market opportunities and mitigating risks to protect capital. By fostering strong relationships with key stakeholders, Serge Agres directly impacts the firm's ability to deliver customized investment solutions that meet evolving financial needs. The Managing Director maintains a focus on operational efficiency and client satisfaction, ensuring that every advisory interaction provides significant value. Through continuous monitoring of global economic trends, Agres drives the firm's commitment to excellence, ultimately strengthening the long-term financial outcomes for the institutional clients managed by the firm.

    Samit Chhabra - Managing Director

    Samit Chhabra, the Managing Director at Cambridge Associates, directs investment advisory services with a focus on portfolio optimization and asset allocation. Overseeing the implementation of complex investment strategies, the Managing Director ensures that institutional clients achieve their long-term financial objectives through disciplined research and analysis. This leadership role involves coordinating with internal teams to provide comprehensive consulting support across various asset classes. By applying deep market expertise, Samit Chhabra directly impacts the firm's ability to navigate challenging economic environments and deliver superior results. The Managing Director maintains a focus on innovation in investment methodology, ensuring that the firm remains at the forefront of the consulting industry. Through strategic oversight of client portfolios, Chhabra drives the firm's mission to provide high-quality, research-backed investment advice to a global institutional audience.

    Lauren Palmer - Managing Director

    Lauren Palmer, the Managing Director at Cambridge Associates, directs client advisory efforts and strategic planning for institutional portfolios. Overseeing the delivery of investment consulting services, the Managing Director ensures that clients receive actionable insights tailored to specific financial goals and risk tolerances. This leadership role involves managing complex relationships and providing guidance on asset allocation and manager selection. By utilizing extensive market research, Lauren Palmer directly impacts the firm's ability to support institutional growth and capital preservation. The Managing Director maintains a focus on delivering high-quality service and fostering long-term partnerships, ensuring that the firm's advisory standards remain consistently high. Through proactive engagement with market trends, Palmer drives the firm's commitment to excellence, ultimately enhancing the financial performance and stability of the institutional clients served by the firm.

    Wilson Chen - Managing Director

    Wilson Chen, the Managing Director at Cambridge Associates, directs investment consulting operations with a focus on portfolio construction and risk management. Overseeing the analysis of global market opportunities, the Managing Director ensures that institutional clients benefit from rigorous research and strategic asset allocation. This leadership role involves collaborating with internal teams to develop and implement customized investment solutions. By leveraging deep financial expertise, Wilson Chen directly impacts the firm's ability to deliver consistent value and meet the evolving needs of institutional investors. The Managing Director maintains a focus on operational excellence and client success, ensuring that the firm's advisory services remain competitive and effective. Through continuous evaluation of market dynamics, Chen drives the firm's mission to provide high-quality investment advice, ultimately supporting the long-term financial health of the firm's diverse client base.

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    Frequently Asked Questions Regarding Cambridge Associates Top Executives and Leadership Team

    Who leads Cambridge Associates?
    Cambridge Associates is led by David Druley (Chief Executive Officer & Board Member), along with executives such as Sarah Roeder (Chief Operating Officer, Discretionary Private Investments) and Caroline Patten (Chief Operating Officer, Pension Practice).
    Who is part of Cambridge Associates’s executive team?
    The executive team of Cambridge Associates includes leaders such as David Druley (Chief Executive Officer & Board Member), Sarah Roeder (Chief Operating Officer, Discretionary Private Investments), Caroline Patten (Chief Operating Officer, Pension Practice) and other senior executives.
    How many executives does Cambridge Associates have?
    Cambridge Associates has 10 executives leading key business areas.
    What roles are included in Cambridge Associates’s leadership team?
    The leadership team of Cambridge Associates includes roles such as Chief Executive Officer & Board Member, Chief Operating Officer, Discretionary Private Investments, Chief Operating Officer, Pension Practice, Managing Director, Chief Operating Officer of Global Client Solutions, Chief Technology Officer.