I am passionate about sustainable and impact investing, driving innovative strategies that align financial growth with social responsibility. As an advocate for equality and diversity, I champion shareholder activism in climate, DEI and human rights.
With a focus on investment risk management, I navigate the complexities of modern markets while prioritizing ethical and sustainable outcomes, empowering clients to make meaningful investments that reflect their values.
My Experience
I have over 30 years of investment management experience and am a member of Fiduciary Trust International’s Board of Directors and Franklin Templeton’s Management Committee. I founded Athena Capital Advisors, an award-winning OCIO (outsourced Chief Investment Officer) and wealth management firm, which was sold to Fiduciary Trust International in March 2020.
I am a board member and Fellow of the Mind and Life Institute and serve on many advisory boards for social justice and environmental organizations. I have served as an Expert in Residence at the Harvard Innovation Lab.
Education
- Wesleyan University, B.A., Earth and Environmental Science
- Harvard University, PhD, Geology (isotope geochemistry)
Financial Credentials
- Chartered Financial Analyst (CFA)
Publications and Patents
- Co-author: “Social Finance and the Postmodern Portfolio: Theory and Practice”; The Journal of Wealth Management; Spring 2016, Vol18 Issue 4
- U.S. Patent Holder and Co-inventor: Generating and providing information about expected future prices of assets
- U.S. Patent Holder and Co-inventor: Deriving a probability distribution of a value of an asset at a future time
- U.S. Patent Holder and Co-inventor: Visualization of asset information
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!