Cassidy Orr

Research Analyst

New York, NY
FOCUS AREA

Institutional Advisory Services

CLIENT SPECIALITY

Non-Profits

Family Enterprise

Cassidy is a Research Analyst on the Institutional Advisory Practice team in New York, serving non-profits and high-net-worth families. She conducts due diligence on prospective and existing external investment managers for clients’ portfolios with a focus on diversifying strategies, real assets, and equity alternatives investments. Cassidy assists in sourcing and engagement with Diversity, Equity, and Inclusion (DEI) related managers and opportunities, and supports the firm’s Environmental, Social, and Governance (ESG) investments. She is also a member of the Her Wealth Committee.

Prior to joining The Colony Group, Cassidy was an Investment Analyst at the University of Virginia Investment Management Company (UVIMCO). She worked as a generalist, covering manager due diligence across asset classes.

Cassidy attended the University of Virginia and earned a Bachelor of Arts in Economics.

Outside of the office, Cassidy enjoys exploring New York City with her husband, fitness, ice skating, and reading.

Published Insights

Q1 2024 Market Outlook Webinar Recording – Touching Down: Navigating 2024

After 18 months of waiting for a recession, investors entered 2024 with optimism that the Fed just might have executed the elusive “soft landing.” Our investment leadership team provides...

DEI Considerations for Institutions – Audio Recording, Craig Jones, Cassidy Orr

Are you part of an institution looking to learn more about incorporating diversity, equity, and inclusion (DEI) objectives into investments? Is the organization seeking alignment between its investments and...

Tips for Young Adults on Saving for Retirement Early

Smart strategies for teens and young professionals on saving for retirement early to position yourself for financial independence later in life. The importance of starting early For students earning...

Being Deliberate in Developing DEI Manager Sourcing Channels

What does the process of including diverse managers in an investment portfolio entail? Cassidy Orr: Clients overseeing pools of capital have a responsibility to support the mission of the...

Tips for Students on Avoiding Student Loans and Credit Card Debt

Savvy strategies for high school and college students to avoid student and credit card debt and position yourself for financial independence post-graduation and beyond. Tips for Students on Avoiding...

Incorporating Diversity, Equity & Inclusion in an Investment Policy

Why should you consider including diversity, equity, and inclusion (‘DEI’) in your investment policy statement (‘IPS’)? Doing so ensures that the institution’s DEI objectives remain priorities, even in times...