2027 Board Nominations

I am a Senior Sustainable Finance Research Analyst at Bloomberg Intelligence, Bloomberg’s research team, with over a decade of experience in sustainable investing, fund evaluation and quantitative analysis. I lead research on sustainable investment strategies, focusing on how sustainability factors, fund flows, portfolio positioning and market trends affect risk and returns. I regularly share my research through industry conferences, panels, television and radio.

Election Statement:

My connection to US SIF goes back to 2019, when I attended the Annual Conference for the first time. The experience left a lasting impression and helped shape how I thought about sustainable investing as a field. Around the same time, I discovered US SIF’s Trends Report, which helped spark my interest in covering sustainable-investment funds more deeply and ultimately shaped a research focus that has become a significant part of my work. Since then, I have continued to follow US SIF’s research and engage with its community at conferences and events.

My motivation for joining the Board is about scale, giving back and continuing to grow with the field. After more than a decade researching sustainable investing, I want to bring that experience to a broader community and contribute beyond my day-to-day role. I have learned which issues matter most to investors, where better evidence is still needed and how research can translate into meaningful engagement. My experience has taught me that strong research is only part of building influence; relevance, distribution, relationships and repeated engagement are what build trust and a strong brand. I would be excited to bring those lessons to US SIF and help strengthen its reach and relevance. I also genuinely enjoy relationship-building and convening, and would welcome the opportunity to apply those strengths more broadly while learning from areas where I have had less direct exposure, including private markets.

How I hope to contribute:

- Research perspective and knowing what resonates: I bring a data and research driven view across sustainable funds, investor behavior and thematic investing. My role gives me a broad perspective across thousands of funds, managers and strategies, allowing me to see where capital is moving and which issues are gaining attention. These perspectives could help shape US SIF research, education and programming around topics that are timely, relevant and practical for members.

- Convening and relationship-building: Through conferences, client discussions, TV and Radio, and Bloomberg Intelligence's Sustainability Currents podcast, I regularly translate complex issues into useful conversations for investment audiences. I would bring that experience to US SIF by helping identify timely topics, shape engaging programming and support meaningful exchange across its community

- AI and new ways to reach members: My postgraduate work in AI Agents for Business Applications has broadened my perspective on how AI can improve the way information is processed, tailored and delivered. I see an opportunity for US SIF to use AI to make research and programming more accessible and targeted.

My vision is for US SIF to continue producing strong research and convening the market around the questions that matter most, while finding new ways to expand its reach. I am particularly interested in how AI can help make research and programming more targeted, accessible and efficient, through tailored member content and new ways of reaching different audiences. AI can also help organizations move faster, surface emerging issues earlier and make better use of the information they already have. I would be excited to bring that perspective to US SIF as it continues to evolve.

Ultimately, I would bring a research-driven market perspective, an understanding of what resonates with investment audiences, experience communicating across different formats, and a genuine commitment to help US SIF remain relevant and useful as sustainable investing continues to evolve.

Anthony Eames is Managing Director, Global Head of Responsible Investment Strategy for Calvert Research and Management – the responsible investment platform of Morgan Stanley Investment Management. He is responsible for the suite of strategies focused on responsible investing, encompassing actively and passively managed global equity strategies, fixed-income strategies and multi-asset portfolios. Anthony oversees client communications and insights on investment strategy and portfolio positioning. He also serves on Calvert’s executive committee and is member of the 3RC, Calvert’s investment committee.

He joined Calvert Research and Management in 2016 when Eaton Vance acquired the business assets of Calvert Investment Management, forming Calvert Research and Management. Anthony began his career in the investment management industry in 1995 with Calvert Investment Management. Anthony is also a director of US/SIF: The Forum for Sustainable and Responsible Investment, the leading industry voice advancing sustainable investing across all asset classes. Anthony earned a B.A. from Wittenberg University, and as he holds FINRA Series 7, 24 and 63 licenses, is a registered principal.

Calvert is very proud to have been a founding member of US/SIF several decades ago. We have continuously sought opportunities to support the organization, above and beyond annual membership dues. Calvert has sponsored the annual Forum conference since its inception and looked for ways to support the various initiatives, such as the Trends Survey report and the many bespoke research projects such as helping advisors to connect with clients on RI investing. We have also advocated consistently over the years that practitioners in the industry also join US/SIF – not only to support the industry group, but to demonstrate to clients a sincere commitment to the work.

I have been a US/SIF director since 2020, and very much look forward to the opportunity of serving a third time. Since my time as a director of US/SIF, I have been the chair of the governance & nominations committee, and have also been committee member on the conference and membership/development committees.

The primary reason for running for re-election is that I feel that I have more to give to the organization. This is a critical time for the RI industry. While our work to defend the importance of our work is evolving - and perhaps the very recent mid-term election results offer significant encouragement - we need to continue to fight for the broad accessibility of responsible investment funds and strategies for investors, and also the importance of the disclosure information we need to assess how operating companies are dealing with the sustainability factors they face.

I can also continue to be helpful with the membership development work that US/SIF does. We need to grow our base, and consistent engagement of our members, and equally important – our prospective members - is vital. That’s how our membership organization, and our movement more broadly, continues to thrive.

I very much appreciate your vote of support (thanks in advance!! I will continue to advocate not only for our members, but also for the broad swath of constituents who are focused on the vital and important work we do in sustainable investment.

Many thanks for your support, and we look forward to continuing to do this work well into the future.

For more than 20 years, my career has centered on sustainable investing and the belief that investment portfolios can and should reflect their owners’ values. I joined Clean Yield Asset Management in 2024 to lead the firm’s equity research and portfolio management, as well as manage client portfolios, as a Managing Director of Equity Research and Portfolio Manager. Before that, I spent 12 years at Trillium Asset Management as a research analyst, portfolio manager, and Head of ESG Strategy. Prior to that, I spent eight years with Winslow Management (later acquired by Brown Advisory) as an ESG analyst, equity analyst, and equity portfolio manager. My path in this field began with an internship at Innovest while I was in graduate school in 2001. Along the way, I have developed deep experience managing values-aligned, divested, fossil fuel free, and clean energy investments.

Nonprofit board service has been an important part of my life. I currently serve on the Boards of Directors of US SIF, the Forum for Sustainable and Responsible Investment, and the Lincoln Land Conservation Trust in Lincoln, MA. I previously served as Treasurer of the Board of Our Bodies, Ourselves, a women’s health nonprofit. I am a Chartered Financial Analyst and hold a Master of Environmental Management from the Yale School of the Environment and a B.S. from the College of William & Mary.

I live in Lincoln, Massachusetts, with my husband, our two daughters, and our giant rescue dog. You can often find me running or walking on the trails near home, and I spend as much time as I can hiking, biking, skiing, and snowshoeing in the White Mountains.

Election statement:

I have been a member of US SIF for more than two decades, since I first entered the field of sustainable investing in 2002. Over that time, I have served on the Policy Committee, attended and led sessions at the annual Forum, and, for the past three years, served on the Board of Directors.

US SIF plays numerous vital roles for our field: it is our industry’s voice with policymakers and the public, it keeps members informed and engaged on policy developments, and it brings us together to advance both the field and our own practices. Those roles have never mattered more. Sustainable investors face political backlash, regulatory uncertainty, and the challenges of the rise of AI, and US SIF is uniquely positioned to make the evidence-based case for our work and help members navigate this environment.

As a CFA and portfolio manager at a small, independent, impact-first investment firm, I believe my experience and perspective can help inform US SIF as we navigate this complex environment for sustainable investors. I believe that Serving on the board is a meaningful way to give back to a community that has given me so much throughout my career, and I am committed to helping US SIF succeed and thrive in its next chapter.

Stephanie Cohn Rupp brings more than 25 year’s experience in the field of impact and sustainable investing and is considered an expert in the field. Stephanie serves as the President of Syntereo Foundation and a consultant to Family Offices and institutional investors. She serves on multiple boards, including US SIF as Board Chair, and is a member of the Investment Committee of the Women’s Foundation of Colorado. She is the former Chief Executive Officer and Partnership and Board Chairs at Veris Wealth Partners. She remains a Partner of the firm. Throughout her career, she has focused on building scalable, profitable, sustainable businesses. Before joining Veris, Stephanie was Managing Director, Partner, and Head of Impact Investing at Tiedemann Advisors where she served clients as a Wealth Advisor and led the development of the impact investing platform and impact client experience. Prior to that, she was CEO of Toniic, a global community of impact investors which she grew tenfold. Previously, Stephanie held globally focused investment roles at Omidyar Network, UBS, and The World Bank and built greenfield microfinance institutions in Central Asia and Russia.

Stephanie earned her Master of Public Administration degree from Harvard University’s Kennedy School of Government and her Master of Science degree from the London School of Economics and Political Science. She is a French and US binational. In 2017, Stephanie co-authored The ImpactAssets Handbook with Jed Emerson and since has published multiple editorials on the Impact and ESG sector, including in Medium and the Financial Times. She is currently completing a Masters Degree in Theology and authoring a book on Faith-Based Investing, forthcoming in Fall 2027.

Election Statement

How have you been involved with US SIF, and for how long?

I joined the US SIF Board of Directors in 2021, was re-elected in 2024, and have served as Board Chair since January 2025, succeeding Diederik Timmer. Before becoming Chair, I served as Board Secretary and have always been part of at least two Board Committees. I have helped with fundraising, membership outreach and much more. As Chair, I work closely with CEO Maria Lettini and the board on strategy, governance, and the organization’s financial health, and I lead the Organizational Development Committee. I consider my role to be supporting our CEO and our mission to the best of my ability.

What is your motivation for running for the US SIF board?

These are consequential years for sustainable investing. The field faces political backlash, regulatory uncertainty, while the need for capital aligned with long-term resilience has never been greater. US SIF is the field’s convener and its credible public voice, and I want to see it through this period stronger than it entered it.

My vision is a US SIF that is clear about the financial case for sustainable investing, sharply useful to its members, and broad enough to welcome every investor who cares about long-term value, including constituencies we have not always reached.

I bring 25 years of experience across wealth management, foundation, development finance, and impact investing networks, including leading Veris Wealth Partners and Toniic and roles at the World Bank and Omidyar Network. I know how to grow membership organizations, manage through transitions, and build consensus among stakeholders with different priorities. Continuity matters: I have built strong working relationships with staff and fellow directors, and I pledge to keep that momentum.

How will your participation advance US SIF’s work and strategic priorities?

As Chair, I will keep the board focused on three priorities: advocacy that protects investors’ ability to consider material sustainability risks; member value through research, education, and the Annual Conference; and long-term financial sustainability for the organization. I will continue to support the CEO with strong governance and clear accountability, open doors to new members and funders through my network, and help US SIF speak to a wider audience, from fiduciaries and advisors to faith-based investors. My commitment is to a board that is engaged, strategic, and a genuine asset to US SIF’s staff and members.