More than 34 years of financial and investment industry experience
Responsible for development and implementation of enterprise diversity and engagement strategies and overseeing the Firm’s marketing strategy and portfolio of communications activities
Chair of the firm’s Diversity, Equity, and Inclusion Council; member of the executive committee; member of the mission-aligned investment committee
Previous experience: Director of marketing at AARP Financial; vice president of marketing at Citizens Advisers (SRI/ESG); vice president of the Investment Advisor Group at Fidelity Investments; senior vice president at Allmerica Financial Institutional Services
M.B.A. from Anna Maria College; B.A. in public relations, with distinction, from Purdue University; executive certificate in strategic diversity & inclusion management from Georgetown University
Co-president of a nonprofit women’s organization in Boston; member of the board of directors for the Diversity Workforce Coalition; board member for the Visible Foundation