What are your key responsibilities?
I work on the ESG/SRI team and play a couple of roles. First, I work with clients to develop a customized values policy document. This document serves as the road map for aligning their portfolios with their values on environmental, social, and governance (ESG) issues. Second, I stay on top of developments in the ESG research industry to understand what data are available to use in client portfolios.
Describe your key previous work experience.
I have been in the ESG industry for more than 25 years. I started at the Investor Responsibility Research Center (IRRC), including stints as a research analyst on military and political issues, as a director of the Environmental Information Service, and as Vice President of Research and Operations. During this time, I served on the original Steering Committee of the Global Reporting Initiative (GRI), helping to develop standards for sustainability disclosure. More recently, I served as the Director of Research for IW Financial.
What is the most interesting aspect of the job to you?
I really enjoy working with clients to understand their values and worldviews and then helping to create criteria that reflect those values in their investment portfolios. No two clients have exactly the same values, so every conversation is different.
Describe some noteworthy projects you have worked on that directly impact Aperio’s clients.
I helped create the original SRI offerings available on the Aperio SRI/ESG Menu. These offerings can be an off-the-shelf solution for a client or the starting point for a more detailed conversation. I also helped create the online survey that we often use with clients to capture an initial sense of the issues that matter most to them.
What do you like most about working at Aperio?
I like the people.
List any committees or organizations you are a member of outside Aperio.
I serve on the board of directors for the Sustainable Investments Institute (Si2), a proxy research firm. I also serve in a number of church governance roles at the local, state, and regional levels.
What are some non-work-related things we should know about you?
I’m a photographer, mostly nature and my kids’ sporting events. I also like to play—and create—board games.
What postsecondary degrees and/or professional certifications do you possess?
BA from Johns Hopkins University; MA from George Washington University.
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