Leadership

Experience is most useful when it remains accountable.

Aurelius’s leaders combine client, investment, and operating perspectives across the firm’s advisory relationships and private-market capabilities.

Two professionals in a focused conversation

Leadership team

Six leaders. One standard of judgment.

Managing Partner and Chief Executive Officer

Elena Marlowe

New York · Firm strategy · Portfolio construction · Private-market partnerships

Elena chairs the firm’s executive and investment forums and is responsible for long-term strategy across private-client and institutional work. Her career has focused on portfolio construction and private-market partnerships, including advisory work through market cycles and governance transitions. She joined Aurelius in 2006 and became Managing Partner in 2018.

Partner, Head of Institutional Partnerships

David Okafor

London · Institutional portfolios · Mandate design · Partner relationships

David leads institutional partnerships and the translation of portfolio objectives into private-market mandates. Before joining Aurelius in 2012, he worked with pension, insurance, and endowment investors on allocation design and manager oversight. His work emphasises governance clarity, pacing discipline, and reporting that supports informed decisions.

Partner, Head of Wealth Advisory

Sofia Chen

Singapore · Family capital · Governance · Cross-border coordination

Sofia leads wealth advisory for private clients and families with assets, responsibilities, and decision-makers across jurisdictions. She joined Aurelius in 2011 after roles in investment advisory and trust governance. Her work focuses on connecting portfolio architecture with liquidity planning, family governance, and the practical coordination of external specialists.

Partner, Private Equity

Marcus Vale

New York · Business services · Industrial technology · Ownership strategy

Marcus leads private-equity underwriting and portfolio engagement. He joined Aurelius in 2010 after investment and operating roles focused on business services and industrial technology. His career has centred on evaluating durable business models, aligning ownership plans with management teams, and monitoring the few operating priorities most relevant to long-term value creation.

Partner, Private Credit

Anika Rao

London · Direct lending · Capital structures · Downside analysis

Anika leads private credit, with responsibility for underwriting discipline and portfolio monitoring. She joined Aurelius in 2015 following lending and restructuring roles across sponsor-backed and family-owned businesses. Her approach begins with cash-flow resilience, covenant quality, and recovery analysis before considering the potential return from a credit.

Partner, Real Assets and Co-Investments

Thomas Berg

Singapore · Infrastructure · Real assets · Co-investment underwriting

Thomas leads real assets and co-investments across the institutional platform. He joined Aurelius in 2014 after infrastructure-investing and project-finance roles in Europe and Asia. His work focuses on essential assets, contractual durability, operating complexity, and disciplined underwriting when partners invite Aurelius to invest alongside them.

Decision forums

Responsibility rests with named people, informed by shared evidence.

Executive forum

Sets firm priorities, allocates organisational resources, and oversees conduct, resilience, and long-term client responsibilities.

Investment forums

Challenge underwriting, portfolio fit, structure, and downside before decisions and revisit material thesis changes after them.

Client and portfolio reviews

Connect mandate objectives with implementation, liquidity, risk, reporting, and the decisions expected next.

Common standard

Specialist expertise, collective challenge.

Leadership does not require every person to reach the same initial view. It requires evidence to be comparable, disagreements to be explicit, and final responsibility to be clear.

The firm’s shared review process is intended to preserve specialist depth while testing how each recommendation affects the client, mandate, or portfolio as a whole.

Contact

Reach the team through the right starting point.

Choose a private-client, institutional, career, or general enquiry path; each opens a direct email to the relevant team.

Contact Aurelius