Rebecca joined CPI in 2023 to focus on portfolio and operations recruiting. She conducts searches for non-investment roles within buyside firms and their portfolio companies.
Prior to joining CPI, Rebecca was in Prime Brokerage at Morgan Stanley within the Institutional Equities division. She covered 30+ global hedge fund clients, overseeing their accounts and assisting them to effectively run their businesses. She was also responsible for identifying opportunities to drive incremental business for Morgan Stanley and to cross sell the firm’s product and technology offerings.
Rebecca is a graduate of Yeshiva University’s Sy Syms School of Business, where she earned a B.A. in Finance.