Boston, Massachusetts, United StatesSpearheads the development of sustainability best practices and playbooks including ESG reporting, impact measurement, strategic pillars and operations’ energy / emissions / climate strategy • Manages private equity clients’ ESG measurement and outcome tracking process, resulting in the collection of KPI metrics and development of ESG external reports to LPs and other stakeholders
• Successfu...
Boston, Massachusetts, United States• Develops investment policy statements for socially responsible portfolios across a broad client base including foundations, family offices and UHNW individuals
• Advised clients on their investment selections, curated and proposed private equity investments, and assisted in preparing shareholder activism proposals
• Recommends socially responsible non-publicly traded CDFIs, micro-lending bo...
Greater New York City Area• Drove the strategy and implementation of critical projects to create new product and service offerings, expand alternatives investment platform, and enhance processes for institutional and UHNW client segments
• Founded and authored the Daily Competitive Intelligence Brief, a thought leadership publication on market & industry trends
• Analyzed, created and distributed monthly, quarterly an...