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| Forum role | Member since | Last activity | Topics created | Replies created |
|---|---|---|---|---|
| Member | Jan 26, 2016 (10 years) |
4 years | 1 | 1 |
- Forum role
- Member
- Member since
Jan 26, 2016 (10 years)
- Last activity
- 4 years
- Topics created
- 1
- Replies created
- 1
Bio
40+ years of experience in quantitative analysis and writing research studies, product development, portfolio management, marketing, sales, conference/seminar/webinar speaking and networking
Manager of first ETF family (9 funds) to trade on the NYSE and to be able to lend securities and reinvest dividends. Consulted with BGI for the launch of iShares and with the WGC for launch of GLD.
Passion for all forms of Responsible and Principled Investing and provided onsite Social Research quantitative modeling services for Calvert Investments
Brought in more than one million dollars in revenue and customers for 15 indexes at S-Network
Co-authored "Best Practices in ESG Investing" article published in Journal of Investing
Created industry-specific ESG models for 5,000 companies covered by Thomson Reuters Asset4
Authored more than 20 journal-published articles, three book chapters, and 50 white papers.
Global Steering Committee Chair and former NY Chapter President of QWAFAFEW (Quantitative Work Alliance For Applied Finance, Education, Wisdom) Investment Society.
Fierce and trusted networker with 9,000+ contacts in Linked In, > 5,000 in the investment industry
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