Geeta Aiyer, CFA, President and Founder, Boston Common Asset Management*
Geeta Aiyer combines training and experience in finance with passion for the environment and social justice. Under Geeta’s leadership, Boston Common, now over $2 billion in assets under management, has built a strong investment record and substantially improved the policies and practices of portfolio companies through shareowner engagement since the firm’s inception in 2003. Read her full bio here.
Garrett P. Ashley, Vice Chancellor, University Relations and Advancement, The California State University*
Garrett P. Ashley is vice chancellor of University Relations and Advancement for the California State University, providing oversight for systemwide fundraising, governmental affairs, community relations, alumni relations, communications and public affairs since November 2008. His division highlights the system’s positive role in California while advocating for public higher education interests. Read his full bio here.
Joe Biernat, Trustee, Gettysburg College*
Richard Bookbinder, Investment Committee Member and Senior Advisor to the Alex Brown Student Investment Program, Washington College
Richard Bookbinder is Senior Advisor to the Alex. Brown Student Investment Program at Washington College, and serves on the Washington College Board of Visitors and Governors Investment Committee. He has served as an external advisor to the Wharton Hedge Fund Club at the University of Pennsylvania’s Wharton School. Read his full bio here.
Felicia Davis, Managing Director, Building Green Campuses, Clark Atlanta University
Felicia M. Davis, directs the Building Green Initiative housed at Clark Atlanta University within the Atlanta University Center-the largest consortium of historically black colleges and universities in the nation. Created by UNCF, the program advances green building and other sustainability efforts at historically black, Hispanic-serving and tribal colleges and universities. Davis is committed to helping Black colleges and other special mission institutions make the transition to a more environmentally and economically sustainable future. Read her full bio here.
David Dinerman, Former Trustee, Hampshire College*
David Dinerman is a former trustee at Hampshire College in Amherst, Massachusetts, where he was Vice Chair, and headed the Finance and Investment Committees. David is an attorney who has worked in financial services, software, manufacturing, and real estate, principally as the CFO of companies in which he has worked. Read his full bio here.
Chris Fowle, Associate Director for Networks, United Nations Principles for Responsible Investment
Chris Fowle is an Associate Director for Networks for the UN PRI, covering the US, Canada and Latin America. Previously he served as the Vice President of Investor Initiatives for CDP, the former Carbon Disclosure Project, for North America. Read his full bio here.
Bennett Freeman, Former Senior VP, Sustainability Research and Policy, Calvert Investments
Mr. Freeman leads Calvert’s environmental, social and governance analysis, shareholder advocacy and public policy initiatives and its team of sustainability research analysts. He has developed the investment themes for new Calvert funds and contributed to Calvert’s leadership on issues such as Sudan divestment and human rights in Burma; extractive revenue transparency and conflict minerals; Internet freedom of expression and privacy; water sustainability and climate policy; and corporate governance and board diversity. Read his full bio here.
Susan Gary, Professor, University of Oregon School of Law
Susan, the Orlando J. and Marian H. Hollis Professor at the University of Oregon School of Law, teaches trusts and estates, estate planning, and nonprofit organizations, and has written about the regulation of charities, fiduciary duties related to charities, the definition of family for inheritance purposes, donor intent in connection with restricted charitable gifts, and the use of mediation to resolve disputes in probate. Read her full bio here.
Julie Gorte, VP, Pax World Investments
Julie Fox Gorte, Ph.D. is the Senior Vice President for Sustainable Investing at Pax World Management LLC. She oversees Environmental, Social and Governance-related research on prospective and current investments as well as Pax’s shareholder advocacy and work on public policy advocacy. Read her full bio here.
Don Gould, Trustee, Pitzer College
Don Gould is Vice Chair of the Board of Trustees of Pitzer College and also chairs the Board's investment committee. Don has been on the front lines in implementing the college’s recent decision to divest its endowment from fossil fuel stocks and incorporate ESG factors into its portfolio construction. Don Gould is also the president and chief investment officer of Gould Asset Management, which he founded in 1999. Based in Claremont, California, the company manages more than $500 million for individuals, families and non-profit institutions. Read his full bio here.
Lisa Hayles, Institutional Investment Services, Boston Common Asset Management
Lisa works closely with members of the investment team to liaise with existing institutional clients—as well as support the development of new relationships with investors and consultants. Previously, she was head of Client Services (North America) for EIRIS, a non-profit ESG research firm headquartered in London. Read her full bio here.
Paul Hilton, Partner & Portfolio Manager, Trillium Asset Management
Paul Hilton is a Partner and Portfolio Manager at Trillium. Prior to joining the firm, he was Vice President, Sustainable Investment Business Strategy at Calvert Investments. Paul also previously held senior positions within Calvert’s Equities and Marketing Departments. He has also served as Portfolio Manager for Socially Responsible Investing at The Dreyfus Corporation, then a division of Mellon Bank, and as Research Analyst in the Social Awareness Investment (SAI) program at Smith Barney Asset Management, then a division of Citigroup. Read his full bio here.
Jessica J. Huang, CFA, Vice President, Blackrock
Jessica J Huang is a member of the BlackRock Sustainable Investing team and works closely with the firm's global investment teams across equity, fixed income and alternatives to develop scalable, innovative investment solutions that address clients' financial objectives alongside their social or environmental objectives. Read her full bio here.
Keith Johnson, Chairman, Reinhart Boarner Van Deuren*
Keith L. Johnson chairs the Institutional Investor Services Group at Reinhart Boerner Van Deuren s.c. He represents pension funds, foundations and other institutional investors globally on fiduciary, investment, governance and litigation matters. He is a member of the International Corporate Governance Network's Shareholder Rights Committee, the Sustainable Accounting Standards Board's Education Review Committee and the American College of Investment Counsel. Read his full bio here.
Robert E. Johnson, Chancellor, UMass Dartmouth
Robert E. Johnson, Ph.D., took office as the Chancellor of UMass Dartmouth on July 1, 2017. He believes higher education is a public good, and has dedicated his more-than- 25-year career to transforming the lives of young people. Read his full bio here.
Sonia Kowal, President, Zevin Asset Management
Sonia Kowal is Zevin Asset Management's President. She is also a member of the firm's investment committee where she incorporates sustainability issues into investment decision making and oversees Zevin’s shareholder advocacy work as well as the integration of environmental and social issues into the investment process. Read her full bio here.
Erica Lasdon, Vice President, Research and Advocacy, Director of Sustainability Research
Ms. Lasdon is responsible for directing the Environmental, Social, and Governance (ESG) research and analysis related to Calvert funds. She manages the ESG research process for Calvert’s equity and fixed income products and broader policy and research related to responsible investment and sustainability themes. Read her full bio here.
Bob Litterman, Chairman, Risk Committee and Academic Advisory Board at Kepos Capital LP
Robert Litterman is the chairman of the Risk Committee and Academic Advisory Board at Kepos Capital LP. Prior to joining Kepos Capital in 2010, Litterman enjoyed a 23-year career at Goldman, Sachs & Co., where he served in research, risk management, investments, and thought leadership roles. Read his full bio here.
Alex Lamb, Trustee, Montserrat College of Art; Managing Director, Commonwealth Impact Partners
Alex Lamb is a Managing Director at Commonwealth Impact Partners. Throughout his professional career, Alex has focused on the integration of Environmental, Social and Governance (ESG) impact into business value creation and risk mitigation. Read his full bio here.
Elizabeth Lewis, Partner and Director of Strategy and Business Development, Terra Alpha Investments
Elizabeth joined Terra Alpha in November 2017. She leads Terra Alpha's strategy and business development. Elizabeth has over 15 years of experience working with businesses and investors on topics of sustainability, natural resources, and technology. Prior to Terra Alpha, she established and led World Resource Institute's Sustainable Investing Initiative. Read her full bio here.
Ken Locklin, Managing Director, Impax Asset Management
Mr. Locklin currently serves as the North American Managing Director for Impax Asset Management LLC. Impax manages $3.6 billion of public and private equity investments for major institutional clients around the world. With more than a decade of experience, it is the global investment leader in the FTSE-tracked environmental sector, investing in clean energy, resource recovery/waste management, and water processing/distribution. Read his full bio here.
Maria Lettini, Director, Farm Animal Investment Risk & Return (FAIRR) Initiative
As Director of the FAIRR Initiative, Maria engages investors and stakeholders around the potential material investment risks with respect to industrialized factory farming and the related effects to global health, climate and food security. Prior to joining FAIRR in September 2016, she was Head of the Americas for the UN-supported Principles for Responsible Investment (PRI), leading the PRI's signatory relations and outreach strategy to raise awareness of environmental, social and corporate governance (ESG) issues and increase ESG integration across the financial markets. Read her full bio here.
Jeff Mindlin, Vice President of Investments, ASU Enterprise Partners
Jeff Mindlin serves as Vice President of Investments at ASU Enterprise Partners. In this capacity, Jeff is responsible for managing the Arizona State University Foundation for A New American University’s (ASUF) highly diversified investment assets to maximize long-term, risk adjusted returns. He provides critical support of the Investment Committee and oversight of the Outsourced Chief Investment Officer (OCIO) while also helping drive synergies within the other Enterprise Partner affiliates. Read his full bio here.
Tom Mitchell, Managing Director, Cambridge Associates*
Tom Mitchell is a Managing Director in Cambridge Associates’ Arlington, VA office. He leads a number of relationships with colleges & universities, foundations, and private clients ranging in size from $30 million to $4 billion. Tom advises on total investment program management, inclusive of issues such as governance, strategy, portfolio construction, manager diligence and selection, and ongoing monitoring and evaluation. Read his full bio here.
Robert Nava, CEO, San Francisco State University Foundation
Robert J. Nava joined SF State as vice president for University Advancement in August 2010. Units reporting to him include: Development, University Communications, Alumni Relations, Special Events, Government Relations, Athletics, Advancement Services and the San Francisco State Foundation. Read his full bio here.
Morgan Olsen, CFO, Arizona State University
Dr. Morgan R. Olsen is Executive Vice President, Treasurer and Chief Financial Officer at Arizona State University. He serves as Arizona State University’s chief business and financial officer, and holds an appointment as Professor of Practice in the Mary Lou Fulton College of Education. Read his full bio here.
Mark Orlowski, Executive Director, Sustainable Endowments Institute
Mark Orlowski is the founder and executive director of the Sustainable Endowments Institute, a Cambridge-based special project of Rockefeller Philanthropy Advisors. Mark leads the Institute's research and outreach efforts on college sustainability initiatives including the Billion Dollar Green Challenge. Read his full bio here.
Erika Pagel, Portfolio Manager, Brown Advisory
Erika Pagel is a portfolio manager in the Boston office at Brown Advisory where she manages balanced accounts for private and institutional clients. Ms. Pagel has nearly 20 years of investment management experience. Prior to Brown Advisory, she was an investment advisor at Silver Bridge Advisors. Read her full bio here.
Jameela Pedicini, Director, Asset Management, Perella Weinberg Partners
Prior to joining Perella Weinberg Partners, Ms. Pedicini was Vice President of Sustainable Investing at the Harvard Management Company, where she was responsible for developing and leading its sustainable investment strategy. Prior to that, Ms. Pedicini was an Investment Officer at the California Public Employees’ Retirement System, where she led the development and implementation of a variety of strategic ESG integration initiatives. Read her full bio here.
Anthony Rust, Partner and Principal at Caribbean Private Equity Partners, Chair of the Investment Committee, Warren Wilson College
Anthony Rust has been in the investment industry for over 25 years as a private equity investor, investment banker and impact investor. As an impact investor, Mr. Rust has effectuate change both as impact investment professional across asset classes and also as the Chair of the Investment Committee for Warren Wilson College’s endowment fund. Currently, Mr. Rust is a Partner and Principal at Caribbean Private Equity Partners, a private equity firm focused on investing in private companies and renewable energy projects around the Caribbean Basin. Read his full bio here.
Leslie Samuelrich, President, Green Century Fund
Ms. Samuelrich leads Green Century Capital Management, directing the firm’s investment strategies, business development, communications and shareholder advocacy. Prior to joining Green Century, Ms. Samuelrich served as the Chief of Staff at Corporate Accountability International and Executive Director of Green Corps, where she was responsible for strategic planning, increasing revenue sources and building strong brand awareness. Read her full bio here.
Steve Schueth, President and Chief Marketing Officer, First Affirmative Financial Network
Steven J. Schueth is President and Chief Marketing Officer of First Affirmative Financial Network. He served as a Director of the Social Investment Forum from 1992 to 2003, and as Chair and President of the organization from 1993 to 2002. He currently serves as a director of the Denver-based nonprofit Alliance for a Sustainable Colorado. Read his full bio here.
Tim Smith, Senior Vice President, Director of ESG Shareowner Engagement, Walden Asset Management, Boston Trust
Tim Smith is the leader of Walden’s ongoing shareholder engagement program to promote greater corporate leadership on environmental, social, and governance issues (ESG). This includes company dialogues, shareholder proposals, proxy voting, and public policy advocacy. Among the areas Walden focuses on are sustainability reporting, political spending and lobbying, board diversity, executive compensation and governance, supply chain standards,water use, and human rights. Read his full bio here.
Joan E. Steel, Trustee, Loyola University Chicago
Ms. Steel is a financial wealth consultant well-known for her sound business judgment, deep technical knowledge base and collaborative problem solving skills. She founded Alpha Wealth Advisors, LLC in 2009 to provide independent investment consulting and customized financial solutions for CEOs, family offices, and private foundations. Prior to founding her firm, Ms. Steel was a senior vice-president with the global asset management firm, the Capital Group in Private Client Services. Read her full bio here.
Carl Vance, CIO, Lewis & Clark College*
Carl Vance joined the Lewis & Clark administration in 2006 after 21 years of service as chief investment officer at Occidental and Linfield colleges. He currently serves as Lewis and Clark's Chief Investment Officer. Read his full bio here.
Steve Viederman, Chair, Finance Committee, Christopher Reynolds Foundation
My vocation is Grandparenting—doing what I can to leave options open for my grandchildren and all children. I am involved in advocacy, writing, speaking, and consulting on a wide range of issues. These topics include sustainable investing and fiduciary duty; philanthropy and democracy; higher education and public policy; the limits of corporate responsibility; and economic and environmental justice and community governance. Read his full bio here.
Heidi Welsh, Executive Director, Sustainable Investments Institute
Heidi Welsh, the founding executive director of the Sustainable Investments Institute (Si2), has analyzed and written about corporate responsibility issues for more than two decades. She oversees Si2's operations and research. Welsh was the lead author of Si2's two studies about the corporate governance of political spending in the S&P 500, published in 2010 and 2011 with the IRRC Institute. Read her full bio here.
Lindsey White, Senior Manager of the Investor Network on Climate Risk and Sustainability, Ceres
Lindsey is a Senior Manager of the Ceres Investor Network on Climate Risk and Sustainability. In this role, she works to strengthen and expand the participation of U.S. and Canadian asset owners and asset managers in the Ceres Investor Network, the investor group committed to more rigorous sustainable investment policies and practices. Lindsey developed and leads Ceres’ work with foundation and family office network members and co-leads Canadian and Midwest member recruitment and participation. She also directs special member initiatives related to clean and renewable energy investment and serves as Ceres’ impact investing lead. Read her full bio here.
*Member of the Executive Committee.
Follow this link for a list of former Steering Committee members.