I'm a Senior Advisor at Shift Project, where I focus on helping investors and businesses identify, assess, and manage impacts on people that are connected to their business activities, as well as aligning with the UN Guiding Principles on Business and Human Rights, the human dimensions of ...more

I'm a Senior Advisor at Shift Project, where I focus on helping investors and businesses identify, assess, and manage impacts on people that are connected to their business activities, as well as aligning with the UN Guiding Principles on Business and Human Rights, the human dimensions of sustainable finance, and developing more meaningful disclosures and assessments of the "S" in ESG. Previously, I was a Senior Advisor at The Investment Integration Project, where I consulted with investors on developing systems-level approaches to ESG issues, as well as working with wealth managers to introduce ESG capacity to their practices. I'm formerly responsible for CFA Institute's initiatives related to private wealth management, including content development for PWM practitioners, positioning of the CFA brand to investors and practitioners in this space, and development of strategy. I also headed the global capital markets policy group at CFA Institute. I led a team that analyzed public policy issues related to investing and capital markets, including corporate governance, stewardship, systemic risk, regulatory reform, and fiduciary standards. I was also responsible for promotion of CFA Institute's advocacy efforts, and managed the team responsible for content marketing and strategy for the advocacy function, including development of the Market Integrity Insights blog ( https://blogs.cfainstitute.org/marketintegrity/ ) I was a member of the CFA Institute investment committee, responsible for investment of our reserve portfolio. And I also formerly served as chair of the CFA Institute 401-k investment committee. I have over twenty years' experience as an institutional investment marketer and client portfolio manager, having worked with a wide variety of corporate defined benefit and defined contribution, public, union, high net worth and eleemosynary investment funds. I'm the former chair of the New York Society of Security Analysts' Socially Responsible Investment committee, where as a volunteer I was responsible for producing a variety of seminars and presentations related to use of ESG factors in the investment process. I'm based in New York City, and live in New Jersey. I hold the CFA charter, as well as the FRM designation from the Global Association of Risk Professionals and the CAIA designation from the CAIA Association; I've also earned the SCR (Sustainability and Climate Risk) certificate from GARP. Print, radio and broadcast media find me an engaging commentator on ESG, the integrity of capital markets, and wealth management.less