Associate Treasurer, Yale New Haven Health System
Geeta Kapadia is Associate Treasurer of Investments at Yale New Haven Health System, where she leads the team responsible for assets of approximately $5.6 billion. At YNHHS, she has responsibility for sound management of the System’s investible assets which includes developing prudent investment strategy for the System’s portfolios, conducting and evaluating capital markets research, and selecting and monitoring the program’s investment managers. With over twenty years of investment experience, Geeta has been with the System since 2009, having previously worked at Mercer Investment Consulting in London and in Edinburgh, where she provided strategic investment advice to institutional investors. She has also held positions at Capital Metrics & Risk Solutions in Pune, India, and Stratford Advisory Group in Chicago.
Geeta holds an A.B. in mathematics from The University of Chicago and a master's degree in financial markets and trading from the Illinois Institute of Technology. She is a CFA charterholder and holds the UK’s Investment Management Certificate. She is an invited speaker at a variety of investment conferences and sits on a number of advisory boards. She is a member of CFA Institute, CFA Society of India, and CFA Society of Philadelphia and served as a member of CFA Institute’s Disciplinary Review Committee from 2008 to 2014. She is the president of the Board of Trustees of Chester County Family Academy and a member of the Board of Trustees of Radnor Memorial Library.