Chloe Reed

As Principal, Investment Solutions, Alternative Investments, Chloe leads the firm’s alternative investment platform strategy, operations, communications and partnerships. She oversees manager selection, fund structuring, portfolio construction, and advisor-facing support across private equity, private credit, private real estate, hedge funds, Infrastructure and direct and co-investment opportunities, and has been instrumental in growing the platform’s scale and capabilities. Additionally, Chloe is a member of the CAIS Advisory Council, providing insight on trends in alternative investments.

She has over 18 years of industry experience, with prior roles at UBS Financial Services in Private Wealth Management, the Office of the COO, and the graduate training program.

Chloe earned her Bachelor of Arts in Economic History from the University of Pennsylvania and holds her Series 7 and 66 licenses.