Institutional Consultant and Investment Manager with more than 30 years experience building SRI and Values-based portfolios. Specialize in building and managing sustainable and values-based portfolios for nontaxable endowments, foundations, and family office clients. Advise clients on overall ...more

Institutional Consultant and Investment Manager with more than 30 years experience building SRI and Values-based portfolios. Specialize in building and managing sustainable and values-based portfolios for nontaxable endowments, foundations, and family office clients. Advise clients on overall strategic asset allocation and tactical/opportunistic investing. Asset classes include equity, fixed income, and a variety of alternatives including hedge funds, private investments and commodities. I serve in a variety of board capacities and personality focus on environmental welfare (E) and social (S) aka human capital issues. Governance (G) of the ESG should just be done automatically. I am deeply passionate about this space. That’s why I joined Graystone. It gave my investment knowledge purpose in these crazy times. Let’s all make the world a better place.less