With a decade and a half of experience in investment management, Claudelle Gehy has established herself as a seasoned professional specializing in portfolio allocation for nonprofit institutions and high-net-worth individuals. She currently excels as a senior investment consultant and director of ESG research at Mason Investment Advisory Services Inc., a private wealth management, financial planning, and institutional investment firm with more than $12.5 billion in client assets, where she advises clients on portfolio performance, market trends, and long-term investment strategies. Additionally, she educates stakeholders on environmental, social, and governance factors, helping them align their investments with their personal values.
Ms. Gehy began her career at Mason Investment Advisory Services Inc. in 2015 as an associate investment consultant, advancing to investment consultant in 2018 before assuming her current roles in 2021 and 2022. Before joining Mason, she refined her expertise at Cambridge Associates from 2011 to 2015, where she served as an investment associate for private investments, an investment analyst, and later a senior analyst and team leader. Her early career included a role as a finance associate at Calvert Social Investment Foundation Inc. from 2010 to 2011 and a research assistant position at the University of Virginia in 2009.
Ms. Gehy’s academic background laid a strong foundation for her career in investment management. She earned a Bachelor of Arts in economics from the University of Virginia in 2009, followed by a Master of Science in commerce with a focus on financial services from the same institution in 2010. She further enriched her education with coursework at American University. Committed to professional growth, she obtained the chartered financial analyst designation from the CFA Institute in 2017 and holds series 66 and series 7 certifications from FINRA.
Beyond her professional endeavors, Ms. Gehy is actively involved in civic engagement. She serves as a mentor for Big Brothers Big Sisters of America and has contributed as a tutor for AHC Inc., a teacher for Hogar Immigrant Services with Catholic Charities Diocese of Arlington, and as captain of the women’s tennis team during her academic years. Additionally, she is associated with the Business Women Giving Circle, demonstrating her commitment to empowering women in business and philanthropy.
Reflecting on her path, Ms. Gehy attributes her success to a combination of luck, hard work, and perseverance. Despite facing language barriers and cultural differences after moving from Haiti to the U.S., she remained resilient and committed to her long-term goals. Coming from a background with limited resources, she prioritized her studies and professional growth, determined to create new opportunities for herself. One of her most significant achievements was successfully balancing a full-time job while completing the rigorous Chartered Financial Analyst program.
Ms. Gehy takes pride in her ability to embrace change and turn challenges into opportunities for both personal and professional development. She is passionate about making a lasting impact in the investment field, particularly through her work with nonprofit organizations and her dedication to mentoring. She actively supports initiatives that promote financial literacy, diversity, and inclusion, recognizing the importance of empowering individuals with the tools to succeed.
Looking ahead, Ms. Gehy remains committed to expanding her philanthropic efforts and volunteering. She aspires to collaborate more closely with nonprofit organizations, both professionally and as a volunteer, to create meaningful change. She is particularly dedicated to mentoring and empowering young girls and women, helping them build confidence and navigate their own career paths. Through her continued work, she aims to leave a lasting legacy in her field, ensuring that future generations have the support and resources needed to thrive.