As a Sustainable Investing Research Analyst, I help clients create investment portfolios that meet both their financial and sustainable investing goals. This includes conducting external manager due diligence across public markets, researching thematic opportunities and contributing to shareholder engagement efforts.
I believe that the integration of sustainability considerations in the fundamental investment process can unlock enhanced risk-adjusted returns. At the end of the day, sustainability is simply good business.
My Experience
I previously worked on a multibillion-dollar investment team at Goldman Sachs and First Republic that catered to institutional-sized clients, including those focused on sustainable investing.
I volunteer with DREAM (formerly Harlem RBI), which provides community-based youth programs including extended-day charter schools and sports leagues. Services are geared towards underprivileged students and those with special needs. I am currently a DREAM Ambassador and sit on the organization's junior board.
Education
- Lehigh University, BS in Finance
Financial Credentials
- CFA Charterholder
- Member, CFA Society New York
- Member, CFA Institute
- CFA Certificate in ESG Investing
- Series 3, 7, 63 & 65
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!