Throughout my career, I’ve specialized in ESG investing because I believe that capital markets are a practical and powerful force for social change. In 2022, I founded a consulting practice leveraging over 15 years of experience in ESG focused institutional investment consulting and private ...more

Throughout my career, I’ve specialized in ESG investing because I believe that capital markets are a practical and powerful force for social change. In 2022, I founded a consulting practice leveraging over 15 years of experience in ESG focused institutional investment consulting and private wealth advisory. I specialize in synthesizing ideas and goals into impactful marketing, communications, and client relations content. Previously, at Pell Wealth Partners, I led the effort to develop, implement, and monitor a suite of proprietary ESG investment portfolios. I partnered with individuals, families, endowments, and foundations to create and implement long-term financial plans, including reallocation of their assets into the ESG portfolios. While in this role, I was ranked as one of Forbes America’s Top Next Generation Wealth Advisors (2018) and recognized by the Business Council of Westchester, NY as one of their 40 under 40 Rising Stars (2016). Prior to joining Pell Wealth Partners, I consulted to a range of pension, endowment, and foundation clients as a Responsible Investment specialist with Mercer Investment Consulting. Our team developed a proprietary ESG ratings methodology, trained Manager Researchers, and oversaw implementation to a pool of over 5,000 strategies across global asset classes. I developed customized ESG investment strategies, implementation plans, and educational materials for US investors across asset classes. In the earliest days of my career, I worked for Calvert Group and New Amsterdam Partners (one of Calvert’s sub-advisors), where I researched ESG issues and helped inform company procedures relating to ESG investing. I recently served as the Chair of an independent advisory ESG task force for Verger Capital Management, an OCIO firm exclusively serving nonprofits. For 8 years I served as a guest lecturer for Columbia University’s Master of Science in Sustainability Management program, and I have also lectured for Bard College’s Economics Program. For 10 years I acted as the Book Review Editor for the Journal of Environmental Investing (JEI) and served on the JEI Scholarship Program’s Board of Directors. I received a B.A. in Environmental Studies and Economics from Bard College. I am a member of the CFA Institute and a CFA charterholder.less