Leadership & Expertise

Our executive, investment management and research teams bring a wealth of expertise from investment banking, wealth management, asset management, corporate and sustainability investing.

Executive Committee

Erika Karp

Erika Karp

Chief Executive Officer & Founder

Beck, Joel

Joel Beck

Chief Operating Officer, Chief Compliance Officer

Fern Thomas

Fern Thomas

Chief Financial Officer

Phil Kirshman

Phil Kirshman, CFA, CFP

Chief Investment Officer

John Wilson

John Wilson

Head of Corporate Governance, Engagement & Research

David Dusenbury

David Dusenbury, CFA

Managing Director, Corporate Strategy

Investment Research Team

John Wilson

John Wilson

Head of Corporate Governance, Engagement & Research

Metrick,Craig.300dpi

Craig Metrick, CAIA

Director, Manager Due Diligence and Thematic Research

Michael Geraghty

Michael Geraghty

Global Markets Strategist

Margarita Pirovska

Margarita Pirovska, Ph.D

Policy & Sustainability Analyst

Shavell, Michael

Michael Shavel, CFA

Global Thematics Analyst

Investment Management Team

Phil Kirshman

Phil Kirshman, CFA, CFP

Chief Investment Officer

Craig Metrick

Craig Metrick, CAIA

Director, Manager Due Diligence and Thematic Research

Jennifer Leonard

Jennifer Leonard, CFA

Director, Manager Due Diligence

Matthew Daly

Matthew Daly

Director, Client Services

Clara Duffy

Clara Duffy

Client Relationship Management and Operations Analyst