Experience

Syntrinsic Investment Counsel

• Chief Investment Officer

  • Apr 2021 - Nov 2022

  New York, New York, United States • Oversaw the Syntrinsic research team and the due diligence process; built and monitored an investment platform for $2.1bn in assets across asset classes, investment stages, and thematic areas (both impact and traditional investments). Doubled the size of the research team in twelve months. • Developed the firm’s long-term capital markets assumptions and near-term sentiment; published these reports semi-annually. • Led the Syntrinsic Investment Committee and managed its consensus… Show more • Oversaw the Syntrinsic research team and the due diligence process; built and monitored an investment platform for $2.1bn in assets across asset classes, investment stages, and thematic areas (both impact and traditional investments). Doubled the size of the research team in twelve months. • Developed the firm’s long-term capital markets assumptions and near-term sentiment; published these reports semi-annually. • Led the Syntrinsic Investment Committee and managed its consensus driven decision making process. • Structured asset allocation strategies and constructed customized portfolios for Syntrinsic’s clients. • Collaborated on investor education for clients around impact and ESG investing. • Member of the firm’s Senior Leadership Team, which made strategic decisions for the firm overall. Show less



Cornerstone Capital Group

• Executive Director, Market Strategy and Manager Research; Portfolio Co-Manager

  • Mar 2016 - Feb 2021

  New York, NY • Oversaw the set up and management of Cornerstone’s first mutual fund, returning 29.1% in 2020 (16.1% above benchmark) and 36.4% since inception (18.3% above benchmark). Setup included investment due diligence and selection, negotiating terms with sub-advisors, and legal and compliance structuring. • Managed an extensive pipeline of investment due diligence for a $1.3bn platform across ESG and impact investments. Strategies cover all asset classes and thematic areas. Member of the… Show more • Oversaw the set up and management of Cornerstone’s first mutual fund, returning 29.1% in 2020 (16.1% above benchmark) and 36.4% since inception (18.3% above benchmark). Setup included investment due diligence and selection, negotiating terms with sub-advisors, and legal and compliance structuring. • Managed an extensive pipeline of investment due diligence for a $1.3bn platform across ESG and impact investments. Strategies cover all asset classes and thematic areas. Member of the firm’s Investment Policy Committee. • Conducted quarterly portfolio performance reviews with clients and constructed asset allocations based on their IPS. • Authored quarterly Market Outlook reports and formulated tactical asset allocations for use by the relationship managers. Show less



The CAPROCK Group

• United States
• Investment Management
• 1 - 100 Employee

• Vice President of Impact Investing; Director of Impact Investing

  • Aug 2013 - Mar 2016

  Boise, Idaho Area • Co-led the firm’s impact investing initiative, managing approx. $1bn across various asset classes, geographies, and sectors. • Member of the CAPROCK Investment Committee. Participated in all investment decisions, both impact and conventional. • Oversaw the complete due diligence process, including pipeline generation, due diligence analysis and investment opinion formation, and ongoing monitoring. Routinely presented investment ideas to the Investment Committee and clients.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Jul 2009 - Jan 2013

  Greater New York City Area Latin America Equity Research Telecom, Media and Technology Analyst • Oversaw coverage of the Latin American telecom and media sector, including investment recommendations and industry analysis; investor marketing, with client trips to Latin America; and idea presentation to sales and institutional clients daily. • Successfully collaborated on offering mandates by leading due diligence, building financial models and writing investor education materials and pre-deal research… Show more Latin America Equity Research Telecom, Media and Technology Analyst • Oversaw coverage of the Latin American telecom and media sector, including investment recommendations and industry analysis; investor marketing, with client trips to Latin America; and idea presentation to sales and institutional clients daily. • Successfully collaborated on offering mandates by leading due diligence, building financial models and writing investor education materials and pre-deal research. Show less



Women's World Banking

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Investment Manager, Microfinance Equity Fund

  • Sep 2008 - Jun 2009

  Greater New York City Area • Completed the fund’s initial investment into a microfinance entity in Pakistan, including securing board representation. • Marketed the newly-launched private equity fund to institutional and high net worth investors in the US and Europe.



SKS Microfinance Limited

• India
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer; Vice President of Finance

  • Sep 2005 - Jul 2007

  Hyderabad Area, India • Led SKS’ financial, accounting, treasury, and legal departments; developed and executed financial strategies to fund a loan portfolio that grew by 200% in 2007 and 165% in 2006. • Successfully managed the first two rounds of private equity fund raising; increased valuation 400% between the two rounds. Supervised the competitive bidding process, shareholders’ agreement negotiations, and managed investor due diligence. • Formulated SKS’ operational and financial business strategies and… Show more • Led SKS’ financial, accounting, treasury, and legal departments; developed and executed financial strategies to fund a loan portfolio that grew by 200% in 2007 and 165% in 2006. • Successfully managed the first two rounds of private equity fund raising; increased valuation 400% between the two rounds. Supervised the competitive bidding process, shareholders’ agreement negotiations, and managed investor due diligence. • Formulated SKS’ operational and financial business strategies and presented these to lenders, investors, and the Board. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President

  • Sep 2000 - Aug 2004

  Greater New York City Area Equity Research Telecommunications Research Analyst • Analyzed telecom companies and the industry through ongoing due diligence and extensive financial modeling. Wrote research reports presenting stock recommendations and industry views. Marketed these to institutional clients and sales daily. • Led coverage of small cap telecom stocks, including developing investment theses, ratings and price targets.