Mari Agelvis is the Associate Director of Finance at Cornerstone Capital Group. She manages the firm’s Finance, HR, Technology and Compliance functions while also supporting the Operations team. Mari graduated with honors from the University of Miami with a Degree in Business Administration with a concentration in Finance. Prior to Cornerstone Mari spent several years in investment management, increasing operational efficiencies through thoughtful financial management. Most recently she worked with a non-profit start-up developing its financial and operational infrastructure. Joining Cornerstone has enabled Mari to merge her passions for finance and social impact. She is currently an active volunteer in the Ellevate Network and a mentor to clean-tech startups at New York’s M-Corps.
Glen Macdonald is Managing Director and Senior Investment Advisor. He is a recognized leader in the impact investing and philanthropy fields. Before joining Cornerstone Capital Group, Glen was Managing Director at Bronfman, Rothschild, LLC and Senior Vice President – Institutional Client Advisor at U.S. Trust. Earlier in his career Glen was a Principal at a private equity firm, and a Partner at PwC’s management consulting unit, where he advised corporate and venture clients on business strategy, mergers and acquisitions, turnarounds, operational improvement and financial reporting.
Glen is Chairman of the Wealth & Giving Forum, which he co-founded in 2004. The Forum promotes values-aligned and strategic capital allocation among families and private foundations that seek positive social and environmental outcomes.
Glen was a recipient of a Ford Foundation Fellowship at the Harvard Center for International Affairs, a Chateaubriand Fellowship in France, and a Fulbright Scholarship to conduct research in Mexico. His academic research and publications focused on economic development, foreign direct investments and the formation of common markets.
Glen serves on the Board of the Borough of Manhattan Community Foundation, where he is Chair of the Finance Committee. He also serves on the Board of the Intentional Endowments Network and on Rising Tide Capital’s Strategic Advisory Board.
He received his B.A. with highest honors in political science and economics and his M.A. in international relations, both from University of North Carolina – Chapel Hill.
Eric Hsueh is Director, Manager Research, at Cornerstone Capital Group. Prior to joining Cornerstone, Eric was at MissionPoint Partners, where he led the due diligence process evaluating ESG and impact investments for public opportunities and built customized, ESG and impact investment portfolios. Before MissionPoint Partners, he worked for Northern Trust’s OCIO business as a Client Investment Officer, leading numerous institutional relationships and overseeing all investment activities for clients, including allocating across asset classes and constructing portfolios. Prior to this, Eric was a Senior Research Analyst for Northern Trust’s manager due diligence team, where he was responsible for global equity and fixed income manager selection and ongoing monitoring as well as portfolio construction. In this role, he also launched and co-managed two emerging manager fund of funds strategies. Eric began his career at Cambridge Associates working as a research analyst on the U.S. equity due diligence team.
Eric is a Chartered Alternative Investments Analyst and holds a B.A. in Economics from Johns Hopkins University. He is also a member of the Association of Asian American Investment Managers (AAAIM).
Heng Yang is Director of Investment Analytics at Cornerstone Capital Group. He is responsible for identifying and developing ESG measurements and solutions for client reporting. In addition, he serves as coordinator of Cornerstone’s Investment Policy Committee. Heng was a key contributor to the development of Cornerstone’s proprietary approach to impact measurement, the Access Impact Framework.
Heng has more than 10 years of quantitative data management and analytics experience and brings deep knowledge of financial metrics and analysis, particularly as it applies to the alternative investment space. Prior to joining Cornerstone, Heng served as co-chair of the Private Equity Portfolio and Analytics Reporting team at Goldman Sachs. Heng graduated from St. John’s University’s Peter J. Tobin College of Business with a concentration in finance. He is passionate about inclusive quality education and has previously volunteered for Junior Achievement and the Ascend Educational Fund.
Ryan Arnez Monroe is Director of Operations at Cornerstone Capital Group and responsible for leading our client services operations & supporting our investment advisory clients.
Ryan comes to Cornerstone with 14 years of relationship management, business development and operational management experience acquired through various roles within investment advisory and affluent retail banking. He is a Certified Sustainable Investment Professional, possesses Series 7, 63, and 65 securities licenses, and is a graduate of Pace University’s Lubin School of Business. Ryan’s experience includes investment advisory/operations roles at Citi, UBS, Chase, Northwestern Mutual and AJF Financial Services.
Randall Strickland, Director, Investment Advisor is responsible for supporting the firm’s investment advisory clients in the areas of investment policy planning, environmental, social and governance (ESG) and impact investment integration, investment manager and strategy selection, and impact measurement. He brings over 25 years of experience in the asset management arena. Randy also serves as an Adjunct Professor in the Sustainable MBA program at Bard College, and at the Gabelli School of Business at Fordham University, teaching Sustainable Finance and Impact Investing. He is a member of the Impact & Sustainable Finance Faculty Consortium.
Prior to joining Cornerstone, Randy was a Sustainable Investment Specialist at Sentinel Investments, where he was a member of the firm’s sustainable investment team. Randy’s experience also includes senior positions at City National Bank of New Jersey (now Industrial Bank), ImpactAssets, Principal Global Investors, Schroders and Commonfund. He is a Board Member of Net Impact and the HBCU Green Fund, an Advisory Committee Member at Seton Hall Prep School, and is the Board Chair of the Global Leadership and Achievement Foundation of Kappa Alpha Psi, Jersey City (NJ) Alumni Chapter. Randy earned a Bachelor of Science from Cornell University and a Master of Arts from New York University.
Alison R. Smith has 15 years of experience in working with entrepreneurs, high-net-worth families and foundations. Prior to joining Cornerstone, Alison served as Vice President of TIGER 21, an investment think-tank that focuses on learning about and reflecting upon issues pertaining to investing, life, and family. Alison has a track record of working closely with families of wealth to help them reach their goals. Before joining TIGER 21, Alison worked at Marina Maher Communications, where she focused on media relations. Alison also worked at the United Nations Association, where she coordinated and oversaw events across the nation, represented UNA at public speaking events, researched and wrote articles, and managed relationships with partners. Alison is a graduate from Fordham University Graduate School of Business with an MBA in Finance and Marketing. She earned her BA at Ithaca College. Alison served on the Phi Kappa Phi Honor Society Advisory Board and regularly gives time as a mentor of a teen mother through the Big Brothers Big Sisters Program. Alison and her husband live in Manhattan with their children.
Betsy Emerson is Managing Director, Marketing and Communications for Cornerstone Capital Group. Betsy has more than 20 years of experience in institutional investment research. Prior to joining Cornerstone, Betsy was the Global Head of Research Operations for UBS Investment Bank, responsible for publishing and related functions supporting 700-plus analysts. These functions included editorial and publishing services, translation, database oversight, regulatory supervision, marketing communications and technology projects. She served on the Global Research Executive Committee. Prior to joining predecessor PaineWebber in 1997, Betsy was publishing manager at Bear Stearns for several years.
Betsy also led the regional chapter of All Bar None, UBS’s gender diversity network, serving more than 2,000 members across the Americas over a four-year term. In this capacity, she partnered with senior leadership as a stakeholder in the firm’s efforts to recruit and retain women.
Betsy is an alumnus of Rutgers University, with degrees in both Economics and English Literature (the latter cum laude). She has held FINRA certifications 7, 16, 24 and 63.
Katherine Pease leads Cornerstone’s thematic research team and co-manages the firm’s impact measurement effort, while also working directly with clients and providing strategic guidance to the integration of impact strategies across the firm. She previously served as the Principal of KP Advisors, Inc., whose mission is to help foundations, nonprofits and investors develop thoughtful, innovative approaches to address the challenges they care most about by using a variety of types of capital and other resources to make the world more just, fair and equitable. Previously she served as Senior Vice President for Philanthropic Investment and Public Policy at Gary Community Investments and as Executive Director of the Gill Foundation. In addition, Katherine is a board member of Global Greengrants Fund and the Colorado Nonprofit Association and she serves on numerous corporate and nonprofit advisory boards.
Jennifer Leonard, CFA is Executive Director, Market Strategy & Manager Research at Cornerstone Capital Group. In a career spanning microfinance, institutional financial services and impact investing, Jennifer has developed a unique skill-set in working to deploy capital for social and financial returns. Previously, she was vice president of impact investing at The CAPROCK Group, where she co-led the firm’s impact practice and helped clients build customized, impact-mandated portfolios. From 2009-13, she was a Latin America equity research analyst at Morgan Stanley following the telecommunications, media and technology sectors. Prior to that, she launched the initial version of a microfinance equity fund at Women’s World Banking. From 2005-07, Jennifer served as CFO of SKS Microfinance, one of the largest microfinance institutions in India. She began her business career at Merrill Lynch in equity research focused on the US Wireline Telecom Services sector.
Jennifer holds an MBA in Finance from the Wharton School at the University of Pennsylvania, an MA in International Studies from the Lauder Institute at the University of Pennsylvania, and a BA in Economics (Magna Cum Laude) from Boston University. She is a CFA charterholder and a former American India Foundation William J. Clinton Fellow.
Craig Metrick is Chief Investment Officer of Cornerstone Capital Group. He directs our investment advisory services, including investment policy development, strategic asset allocation, manager selection and portfolio reporting processes. Craig also leads and supports advisory relationships with our foundation, endowment and family office clients.
Previously, Craig was Principal and US Head of Responsible Investment at Mercer, working with a variety of public and private clients — from multibillion-dollar pension plans to smaller institutions and family foundations. For nearly 15 years, he has consulted on implementing responsible investment principles and mandates. Craig’s work has included portfolio construction, manager selection and monitoring, and the development of intellectual capital across issues and asset classes. Before joining Mercer in 2006, Craig was a Director at the Investor Responsibility Research Center (IRRC), which provided ESG research to institutional investors.
Craig currently serves on the Board of Directors of Denver-based Worklife Partnership, an organization dedicated to helping employees overcome challenges that keep them from showing up and being engaged at work. Previously, Craig served as the Chair of the Board of the US Forum for Sustainable and Responsible Investment (US SIF) from 2017-19, and as an Executive Committee and at-large Board Member from 2011-2015. Craig is a Chartered Alternative Investment Analyst, a member of the CAIA Association and holds the Series 65 securities license. Craig is a graduate of Bradley University and George Mason University.
Fern Thomas is President of Cornerstone Capital Group. She oversees the design, enhancement, implementation, reporting, and oversight of the firm’s financials, operations, human resources, technology and compliance. Previously, she served on the firm’s Global Advisory Council. Prior to joining Cornerstone, Fern was the CFO at New York Restoration Project, where she oversaw all fiscal and fiduciary responsibilities and was the primary financial advisor to the Executive Director and Board of Directors. From 2007 to 2012, Fern served as Senior Vice President and CFO at Christie’s. Prior to Christie’s, Fern held various finance roles at Interpublic Group and CMS Energy, and worked for the professional services firm PricewaterhouseCoopers for more than 10 years. Ms. Thomas also serves as Board Member and Treasurer of New Yorkers for Parks; is a former Board Member and Membership Chair for the New York City Chapter of Financial Executives International). Fern is a CPA and holds an MBA from Rutgers University.
Erika Karp founded Cornerstone Capital Group to bring the disciplines of finance and economics together in pursuit of a more regenerative and inclusive form of capitalism.
Prior to launching Cornerstone, Erika was Managing Director and Head of Global Sector Research at UBS Investment Bank. She chaired the Global Investment Review Committee, served on the UBS Securities Research Executive Committee, and served on the Environmental and Human Rights Committee of the UBS Group Executive Board.
Her work has been featured by media including Bloomberg, The Guardian, the Financial Times, Investor Relations Magazine, and Forbes. Erika speaks on sustainable investing and finance at venues around the world including the UN Global Compact, the UN Principles for Responsible Investment (PRI), the Clinton Global Initiative, the Wharton School, the NYSE, the Organization for Economic Co-operation & Development (OECD), the Aspen Institute, the White House, and many other forums. Erika holds an MBA in Finance from Columbia University and a BS in Economics from the Wharton School.
Founding Board member, the Sustainability Accounting Standards Board
Advisor to the Humanity United’s Know The Chain initiative
Ambassador for the International Integrated Reporting Council
Member of CECP’s Strategic Investor Initiative Advisory Council
United Nations General Assembly Speaker and Global Compact Board Advisor
Advisor to former Clinton Global Initiative Market-Based Approaches team;
plenary speaker at 2014 Winter Meeting
Served on World Economic Forum’s Global Agenda Council on Financing & Capital
Served on Program Design Advisory Council, Harvard Business School’s Executive Education Program, Innovating for Sustainability
Has been named among the nation’s “Top 50 Women in Wealth” by AdvisorOne, one of the “Purpose Economy 100,” the “Good 100” and one of 50 “Conscious Capitalists” who are “Transforming Wall Street.” Named by Worth Magazine’s “Groundbreakers 2020: 50 Women Changing the World.” Received Babson College’s 2019 Lewis Institute Centennial Social Innovator Award