Experience

TimesSquare Capital Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Head Of Sustainability

  • Mar 2021 - Present



ISS ESG

• United States
• Financial Services
• 300 - 400 Employee

• Head of ESG Strategy and Client Success, Americas

  • Jan 2020 - Mar 2021



ISS | Institutional Shareholder Services

• United States
• Financial Services
• 700 & Above Employee

• Global Head of ESG Client Success

  • 2011 - Mar 2021

  • Drive target-topping sales and client service for the firm’s fast-growing ESG business. In 2017, sales reached 108% of target with a renewal rate that exceeded budgeted levels. Directly oversee a global team of seven ESG client service staff, and work cross-functionally with 22 salespeople worldwide, to achieve results. • Lead policy development work with the firm’s top consulting clients. Advise clients on issues such as: becoming UN PRI signatories, marketing of ESG capabilities, ESG integration vs. exclusion strategies, ESG in fundamental company analysis and risk management functions. • Identify ESG trends that can be productized to maximize firm ROI. Produce financial forecasts for product development teams and work closely with them to establish development priorities. • Member of the firm’s 401k investment committee. Monitor manager performance, analyze participation rates, and help assess fund menu for ISS employees. • Previous roles at firm: Director of Asset Owner Strategy and Head of Securities Class Actions Services business. Show less



Hawkstone Capital

• Greater New York City Area

• Acting CEO

  • May 2011 - Nov 2011

  • Oversaw the closure of a top-performing, Europe long/short fund that was seeded by Investcorp. At its peak, Hawkstone had nearly $200 million in AUM. • Analyzed various business models for the continuation of the fund and its track record; managed exit of four senior fund professionals. • Introduced founder to potential investors and partners. Supported Founder/PM with various bank analysis projects. • Oversaw the closure of a top-performing, Europe long/short fund that was seeded by Investcorp. At its peak, Hawkstone had nearly $200 million in AUM. • Analyzed various business models for the continuation of the fund and its track record; managed exit of four senior fund professionals. • Introduced founder to potential investors and partners. Supported Founder/PM with various bank analysis projects.



Private Consultant

• New York, NY

• Consultant specializing in bank analysis, Latin America, and financial research

  • Jan 2005 - Jan 2006

  • Strengthened the investor impact of Fitch IBCA’s Latin American research product by working closely with analysts in region. Wrote research reports that went on to be published in highly regarded industry publications. • Trained analysts on fundamentals of bank analysis with an emphasis on producing investor-relevant research. Worked with analysts, production, and administrative staff across six countries to get research published. • Conducted break-up value analysis of European banks with significant investments in Latin America for hedge fund clients. Show less



Fox-Pitt, Kelton

• Investment Banking
• 1 - 100 Employee

• Senior Vice President

  • 1999 - 2004



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • 1996 - 1999



Thomson BankWatch

• Assistant Vice President

  • 1993 - 1996



Hewlett Packard Enterprise

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Marketing Associate

  • 1992 - 1993