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