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Financial Services Directory
Mutual Fund Performance Chart
Separately Managed Accounts
Events
Jobs Board
Lisa Woll, CEO
As our CEO, Lisa Woll leads US SIF and the US SIF Foundation's overall direction and sits, ex-officio, on all board committees and is a non-voting member of the board.
Lisa has been the CEO since 2006, and has been responsible for strategic planning, developing a robust policy presence, expansion and diversification of funding, launching our national conference and creating the Center for Sustainable Investment Education. For more information about Lisa Woll, click here.
Diederik Timmer, Chair
Anthony Eames, At-Large Member
Anthony serves as Vice President and Director of Responsible Investment Strategy for Calvert Research and Management, an affiliate of Eaton Vance. For 25 years, his career has centered on providing education, insights and portfolio positioning to investment professionals and clients about the benefits of sustainable and responsible investing.
Anthony led the business development and client service efforts of Calvert ahead of the 2016 acquisition of Calvert Investment Management’s assets by Eaton Vance. He developed the transition strategy to EV, carrying forward the history of Calvert’s responsible investment research and engagement process, building and integrating a new strategic vision, and developing and growing the specialist and product management team. He is responsible for client communications and insights on investment strategy and portfolio positioning. He is also a director of the Calvert Institute for Responsible Investing, Calvert Research and Management’s research and innovation arm, and is often called upon as a subject matter expert for stage and media appearances.
A graduate of Wittenberg University, Anthony is also an Accredited Investment Fiduciary (AIF), Accredited Asset Management Specialist (AAMS), and Global Financial Steward (GFS), and holds FINRA Series 7, 24, and 63 licenses.
Steve Falci, At-Large Member
Steve Falci is the Chief Investment Officer at Impax Asset Management. There, he oversees the investment management of Pax World Funds and the collaboration between investment analysis and environmental, social and governance research to enhance the firm’s sustainable investing strategy.
Steve has 30 years of experience in financial services. Prior to joining Impax, he served as Head of Strategy Development, Sustainable Investment at Kleinwort Benson Investors, where his duties included strategic direction, product development and identifying new market opportunities in the sustainable investment business. Steve previously served as Chief Investment Officer at Equities at Calvert Group, and was a Principal and Senior Portfolio Manager at Mellon Equity Associates. Steve currently serves on the Investment Committee of Mercy Investment Services.
Over the course of his investment career, Steve completed a seminary degree and has been involved in campus ministry at a large university and in Jesuit ministries in the US and Dublin. Steve has a Bachelor’s of Science in Economics and a Master’s of Business Administration from the Stern School of Business at New York University and a Master’s of Arts from Pittsburgh Theological Seminary. He is a CFA® charter holder.
Amberjae Freeman, At-Large Member
Amberjae Freeman is currently the Chief Executive Officer at Etho Capital, a sustainable investment fintech company. At Etho Capital she works with the executive team and board to shape and execute on the company’s vision. She is also responsible for developing Etho’s strategy. Previously, she served as Portfolio Manager and Impact Researcher at Swell Investing and as principal analyst for the SRI Wealth Management Group at RBC, where she provided proprietary ESG and impact research for clients representing $2 billion in assets under management.
Her foray into sustainable finance began more than 10 years ago in graduate school when she received dual fellowships with the Clinton Global Initiative in New York City and the Clinton Hunter Development Initiative in Kigali, Rwanda. In Kigali, she determined the financial viability of farmer participation in projects funded under the Clean Development Mechanism and reviewed business plans for agricultural industrialization schemes. Amberjae has also served as an adjunct professor of Political Science and Economics at Santa Barbara City College and coordinated country-specific research for asylum cases at the Center for Gender & Refugee Studies at the University of California, Hastings College of the Law.
Amberjae holds a bachelor’s degree and an MA in Global & International Studies from the University of California, Santa Barbara.
Kimberly Griego-Kiel, At-Large Member
Kim is the CEO of Horizons Sustainable Financial Services, Inc., a majority woman owned RIA firm in Santa Fe, NM. She has been working directly with clients for over 20 years in the Impact Investing space, which includes; individuals, small businesses, and local non-profits.
In her capacity as the majority owner and CEO, she not only work with clients directly, but is the Chief Compliance Officer, overseeing a small but mighty team of Advisors from around the country. She has a twice-monthly Podcast, Deep Impact Investing, as well as the occasional contribution into the asset management of client accounts. She speaks on a variety of topics at both in-person and now virtual events across the country. She has a great team and they have managed to grow the firm’s assets by nearly 500% since 2008. She is strongly committed to the goals of impact investing in all client portfolios.
Linda-Eling Lee, At-Large Member
Linda-Eling Lee is the Global Head of ESG and Climate Research at MSCI. MSCI ESG Research is the largest provider of ESG and Climate analytics to global institutional investors. Linda oversees all ESG- and Climate-related content and methodology, leading one of the largest global teams of analysts in this field. The team has been widely recognized as the best SRI/ESG researchers by market surveys and awards.
Linda joined MSCI in 2010 following the acquisition of RiskMetrics, where she led ESG ratings research and was head of consumer sector analysis. Linda joined RiskMetrics Group in 2009 through the acquisition of Innovest. Previously, Linda was the Research Director at the Center for Research on Corporate Performance, developing academic research at Harvard Business School into management tools to drive long-term corporate performance. She started her professional career as a strategy consultant with Monitor Group in London, then Hong Kong, Athens and Frankfurt, serving Fortune 500 clients in industries ranging from beverages to telecommunications.
Linda’s research has been published in both investment practitioner as well as top academic peer-reviewed journals. She is a frequent media commentator in outlets including the Financial Times, Wall Street Journal, Bloomberg, Forbes and The New York Times. Linda has been honored to receive a number of industry accolades over the years, including a Top 100 Women in Finance by Barron’s in 2019 and 2021, and voted #1 for an Individual Making the Most Positive Overall Contribution to Sustainable Investment / Corporate Governance in 2018 and 2019 by Extel/IRRI.
Linda was born in Taiwan and moved to Seattle at a young age. She is based in New York City where she has been raising three children over the past two decades. Linda received an AB from Harvard, MSt from Oxford, and PhD in Organizational Behavior from Harvard University.
Stephanie Cohn Rupp, At-Large Member
Stephanie Cohn Rupp is a Partner and Chief Executive Officer of Veris Wealth Partners, a leading impact and ESG-only wealth management firm in the United States. She is an executive leader with more than 20 years of global impact investing experience. During her career, Stephanie has focused on building scalable, profitable, sustainable businesses. Based in San Francisco, she helps lead the firm’s impact wealth management growth strategies, financial performance and client experience.
Before joining Veris, Stephanie was Managing Director and Partner, Head of Impact Investing, at Tiedemann Advisors and Threshold Group, 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, PlaNet Finance, UBS, The World Bank and building greenfield micro-finance institutions financed by USAID.
Stephanie is a member of the ImpactAssets 50 Review Committee, Confluence membership committee and an advisory board member to Paris-based Investisseurs et Partenaires’ investment fund for education in Francophone Africa.
She earned a Master of Public Administration from the Harvard University Kennedy School of Government and a Master of Science from the London School of Economics and Political Science. She is a French and U.S. binational and co-authored The ImpactAssets Handbook with Jed Emerson.
Mamadou-Abou Sarr, At-Large Member
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