Experience

Veris Wealth Partners, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Partner and Managing Director of Impact Investment Research

  • 2023 - Present

  Veris is a pioneer in impact investing and enables clients to achieve both financial goals and impact objectives. The firm provides investment solutions across four themes - climate solutions and the environment, racial and gender equity, community wealth building, and sustainable and regenerative agriculture. - Head of investment research - Member of the Management Team- Voting member of the Investment Committee- Chair of the Diversity, Equity, Inclusion and Belonging Committee - Responsible for creating and implementing strategy, culture and growth along with other Partners at the firm- Responsible for sourcing, performing due diligence and monitoring investments across all asset classes, thematic research, capital markets analysis, asset allocation, and impact measurement and management - Responsible for thought leadership, educating the firm and clients on markets, economy and investment strategies Show less

• Partner and Director of Research

  • Jan 2022 - Dec 2022

  - Head of investment research - Voting member of the Investment Committee- Chair of the Equity, Diversity and Inclusion Committee - Member of the Sustainability Committee- Member of the Proxy and Engagement Committee- Rotation into the Management Team

• Impact Investment Senior Research Analyst

  • 2020 - 2022

  - Voting member of the Investment Committee - Chair of the Equity, Diversity and Inclusion taskforce of the Investment Committee and Investment Working Group- Member of the Veris impact investing consulting team to the largest Turnkey Asset Management Program (TAMP) provider in the US

• Impact Investment Research Analyst

  • 2019 - 2020

  Impact, sustainable and ESG investment research, sourcing, due diligence and monitoring across all asset classes - public equities and fixed income, private equity, private debt, venture capital, real assets, CDFIs, etc.



Bellerive Impact Fund

• Switzerland
• Investment Management
• 1 - 100 Employee

• Founding Board Member

  • 2018 - Present



Pricing Futures

• Greater New York City Area

• Advisor

  • 2019 - 2019

  Advisor to an early stage fintech Advisor to an early stage fintech



Robeco

• Netherlands
• Financial Services
• 700 & Above Employee

• Sustainability Investing Analyst

  • 2017 - 2018

  RobecoSAM is a pioneer in the field of sustainability, ESG and impact investing. Offerings include in-house asset management, Sustainability Indices (S&P DJSI and S&P 500 ESG indices), corporate sustainability assessments, active ownership and engagement, and customized portfolio benchmarking solutions. Responsible for thought leadership, developing and implementing sustainability, impact and ESG integration strategies across core, thematic and impact investment funds and in-depth analysis of companies in Consumer Discretionary and Telecoms sectors. Show less



IMD

• Switzerland
• Education Administration Programs
• 700 & Above Employee

• MBA Graduate (Honors)

  • 2016 - 2017

  The IMD MBA is a condensed one year program and is consistently ranked among the top MBA programs by international publications such as Forbes (No. 1 MBA program outside the US in 2019 and 2017), Bloomberg Businessweek (No. 1 in Europe and Top 10 Global in 2018-2021) and the Financial Times (13th globally in 2016). With an unparalleled focus on leadership, the IMD MBA program aims at enhancing self-awareness, identifying ones' strengths and learning how to lead teams and organizations. In a class of 90, there are 39 nationalities with over 90% having spent at least 6 months outside their home country. The participants on average have seven years of experience in diverse industries and functions prior to IMD. Show less

• Rotterdam School of Management's 7th annual private equity case competition winner

  • Nov 2016 - Nov 2016

  IMD MBA team won the competition beating schools like INSEAD, Columbia, LBS, etc. The private equity case pertained to a distressed retail company and participating teams were judged on valuation and bid, turnaround strategy and social and environmental impact strategy.

• Consultant

  • Sep 2016 - Nov 2016

  Performed financial analysis of nine markets for a global telecom provider

• Start-up Project Consultant

  • Jan 2016 - Apr 2016

  3 month consulting project to define go-to-market strategy for ONEVISAGE, a Swiss 3D facial authentication technology startup



Citi

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Global Securitized Products, Capital Markets Origination

  • 2013 - 2015

  Responsible for multi-billion dollar portfolio of syndicated or bilateral and revolving or amortizing structured lending transactions.

• Assistant Vice President - Institutional Clients Group

  • 2011 - 2013

  Subject Matter Expert on Corporate Non-performing Loans, Single Name Reserves and Cost of Credit.



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Senior Associate - Assurance

  • 2007 - 2010

  Property & Casualty Reinsurance and Medical Malpractice Insurance Rotation in insurance advisory and asset management assurance practices Property & Casualty Reinsurance and Medical Malpractice Insurance Rotation in insurance advisory and asset management assurance practices