Investment Team

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

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

Investment Research Team

John Wilson

John Wilson

Head of Corporate Governance, Engagement & Research

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Craig Metrick, CAIA

Director, Manager Due Diligence and Thematic Research

Michael Geraghty

Michael Geraghty

Global Markets Strategist

Jennifer Leonard

Jennifer Leonard, CFA

Director, Manager Due Diligence

sebastian-vanderzeil

Sebastian Vanderzeil

Global Thematic Analyst

Emma Currier

Emma Currier

Research Associate

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

Janet Morgan

Janet Morgan

Managing Director, Strategic Business Development

M. Randall Strickland

M. Randall Strickland

Director, Relationship Management

Clara Duffy

Clara Duffy

Client Relationship Management and Operations Analyst