Adjunct Professor for ESG Integration, Loyola University of Chicago's Quinlan School of Business

• May 2020 - Present

Managing Director, ESG

• Dec 2022 - Jun 2023

A member of the ESG leadership team driving product development and the delivery of ESG advisory services to help companies understand investor expectations and current / future regulations, and to improve ESG initiatives and performance that lead to value creation and risk reduction. A member of the ESG leadership team driving product development and the delivery of ESG advisory services to help companies understand investor expectations and current / future regulations, and to improve ESG initiatives and performance that lead to value creation and risk reduction.

Head of Product Management, ESG Indexes

• Jan 2021 - Oct 2021

Led the commercial success of ESG index products across asset classes. Developed and executed the ESG Indexes product strategy and go to market strategies by working with Sales, Marketing, Research, and Operations. Collaborated closely with Sustainalytics in order to ensure success. Created client engagement plans. Served as a subject matter expert throughout the sales process. Led the commercial success of ESG index products across asset classes. Developed and executed the ESG Indexes product strategy and go to market strategies by working with Sales, Marketing, Research, and Operations. Collaborated closely with Sustainalytics in order to ensure success. Created client engagement plans. Served as a subject matter expert throughout the sales process.

Managing Director

• Sep 2015 - Dec 2020

• Led the sustainable and responsible investment and ESG integration strategies at the $10 billion Great Lakes Advisors. Oversaw business development and client service initiatives focused on ESG and SRI. Developed new and expanded existing ESG and SRI investment strategies. • Worked with clients and advisors to develop customized SRI / sustainable responsible investment solutions that incorporate clients’ values and performance goals. • Represented Great Lakes Advisors at industry forums and delivered public presentations on ESG integration and socially responsible investing strategies to promote ESG, SRI, and Great Lakes Advisors. Show less

Director, Socially Responsible Investing

• Sep 2008 - Aug 2015

• Led the SRI Department of a $6 billion investment manager for Catholic institutions. Directed shareholder advocacy, developed and implemented investment screens, ensured compliance with proxy voting guidelines, oversaw staff and budgets, and managed vendor relationships. • Consulted with clients and prospects on SRI strategies and performance as part of client retention and business development activities. Worked with clients and prospects to identify values and investing goals to guide investing policies. • Represented CBIS at industry organizations. Board member of US SIF - The Forum for Sustainable and Responsible Investing. Actively participated in the Interfaith Center on Corporate Responsibility (ICCR) and Ceres. • Engaged in company dialogues to articulate the business case for improving corporate performance and transparency on environmental, social, and governance issues. Show less

Manager of Socially Responsible Investing

• Oct 2005 - Aug 2008

• Led the shareholder advocacy work for a $16 billion employee pension fund. Engaged more than 100 companies in negotiations and stakeholder dialogues. Worked with fund managers and firm leadership to link public policy positions to investment strategies. • Co-led an institutional investor network promoting corporate sustainability reporting. Served on the report review committees for Wal-Mart, Caterpillar, General Mills, Timberland, and Best Buy. Traveled to Delhi, India with Wal-Mart to tour factories, observe auditing process, and meet with local Non-Governmental Organizations. • Communicated socially responsible investing activities to external and internal audiences through presentations and publications. Show less

Executive Director

• 2002 - 2005