For the first time, public and private companies, professional services firms, institutional investors, government officials and many major advocacy groups are working together to increase gender diversity in the corporate boardroom.
Our national and international members represent $5 trillion in assets under management.
There is no other organization of this kind in the US. We are the coalition for board diversity.

Thirty Percent Coalition members represent a unique collaboration in the U.S. between corporations, investors and advocacy groups. Members work together to achieve diversity in senior leadership and the corporate boardroom.

  • Throughout the year focused groups meet both in person and via teleconference.
  • In addition, representatives come together for the mid-year meeting in the spring and for the fall annual Summit.
  • Coalition membership also provides networking and best practice sharing.

Board of Directors

wellcareRhonda was named senior vice president, chief public affairs officer of Wellcare in August 2016. She is responsible for the development and implementation of the company’s strategic communications, public policy, corporate social responsibility, philanthropy, diversity and inclusion, employee volunteerism, and brand management. Most recently, Rhonda served as the managing director of corporate social responsibility at Paul Hastings, LLP. She had oversight of the firm’s diversity and inclusion strategy, charitable giving, pro bono and volunteer efforts, and environmental sustainability. Prior to that, she served as senior vice president of corporate responsibility and chief diversity officer for ING U.S./Voya Financial and president of the ING U.S./Voya Foundation.  Rhonda has also had an extensive legal career, which includes roles with the U.S. Department of Justice, the National District Attorney Association’s American Prosecutor’s Research Institute, and the South Carolina Office of Attorney General. Rhonda also serves as the chairman of The Executive Leadership Council. She has been acknowledged with numerous awards including CSR Executive of the Year, Top 100 Blacks in Corporate America, and recognized as Woman of the Year by multiple organizations. Rhonda holds a juris doctor degree and a bachelor’s degree in criminal justice from the University of South Carolina.

Trillium Asset manSusan Baker is a Vice President and member of Trillium’s Shareholder Advocacy team overseeing engagement with corporate leadership on numerous environmental, social, and governance issues. She has over 20 years of experience in the investment industry having started her career at Harvard Management Company and later moving to Trillium where she held investment management and equity research positions under the leadership of Joan Bavaria. In 2000, Susan left Trillium to become the religious education director of a faith-based organization, and rejoined the firm and its advocacy department in 2006. Susan holds a Master’s Degree from Harvard Graduate School of Education and a B.A. from Middlebury College.

divsearchWith a global career in corporate finance and the last decade as a search and leadership consultant, Julie is a key leader in Diversified Search’s Board and CEO practices and is the managing director of the Chicago office. She is a trusted advisor to public and private boards on matters of corporate governance, board assessment, development and refreshment as well as CEO succession planning, recruitment and onboarding frequently geared to organizational transformation. Diversified Search operates globally and is a renowned expert in diversity and inclusion with the highest slate and placement rates in the nation. It is the largest woman owned and founded retained search firm in the world.

ForteFoundationElissa serves as Executive Director for the Forté Foundation and brings to the role extensive knowledge of issues affecting women’s abilities to seek, prepare for and attain business leadership positions, drawn from her prior experience as Assistant Dean and Director of the MBA Program at the McCombs School of Business at the University of Texas at Austin. There she oversaw all activities related to the full-time McCombs MBA program including marketing, admissions, student services, and alumni relations. Elissa received her MBA and her B.A. in English from Texas A&M University, where she was the Assistant Director of the MBA Program until 1997. She is past Chair of the Graduate Management Admission Council (GMAC) Annual Industry Conference and formerly served as chair of the MBA Student Services Professionals (MBA SSP).

Having lived closed to 20 years in France, Charlotte led Investor Relations and Capital Market strategies for Alcatel Lucent up until 2007. She has successfully directed two IPOs, several high profile mergers and North American operations for an Alcatel subsidiary. Charlotte founded Nvestcom in 2007, a capital markets consulting firm, working with public companies on investor relations and corporate governance. Charlotte co-founded the Thirty Percent Coalition, an influential national organization, in 2011 and serves as its Executive Director. Charlotte is often quoted in the media as a thought leader in gender diversity and corporate governance.  She holds a BA degree from Georgia State University and an MBA from École des Ponts Business School.

  • Esther Aguilera – CEO, Latino Corporate Directors Association
  • Rodrigo Garcia – Deputy State Treasurer & CIO, Illinois State Treasurer
  • Brady Gordon – Research Director, Service Employees International Union
  • Lisa Hayles – Vice President, Boston Common Asset Management
  • Karlie Ilaria – Head of Diversity & Inclusion, Paul Hastings
  • Gianna McCarthy – Director of Corporate Governance, New York State Retirement Fund
  • Holly McMullan – Head of Business Development - North America, Apollo Global Management
  • Meredith Miller – Chief Corporate Governance Officer, UAW Retiree Medical Benefits Trust
  • Amanda Packel – Managing Director, Stanford Center for Corporate Governance
  • Barbara Whye – CDO and Vice President of Human Resources, Intel


Corporate Partners

Apollo Global Management logoRepresented by Holly McMullan who is a Partner and the Head of Business Development for The Americas for Apollo Global Management where she is responsible for overseeing fundraising efforts for Apollo’s private equity, credit and real estate businesses. Prior to joining Apollo in 2008, Ms. McMullan was a Senior Vice President for Pequot Capital Management where she was responsible for US sales coverage of institutions and consultants. Prior to Pequot, Ms. McMullan was a Vice President of Client Service and Marketing at Guggenheim Partners. Prior to business school, Ms. McMullan held marketing and client service roles at Bear Stearns and Robertson Opportunity Capital. Ms. McMullan holds a Masters of Business Administration with a concentration in Finance from the McCombs School of Business at the University of Texas at Austin and a BA (honors) in International Business from Sheffield Hallam University, Sheffield, UK. 

  • Berkshire Partners Represented by Samantha Adams, Managing Director, Talent Management. Sam joined Berkshire Partners in 2012 and became Managing Director in 2016.  Prior to Berkshire, Sam was the Senior Vice President of Enterprise Brand Strategy for Bank of America.  Previously, she worked in marketing roles for Hill Holliday Advertising and the Discovery Health Channel and, earlier in her career, worked for Bain & Co. Sam has an MBA from Harvard Business School.
  • Represented by Sharlyn Heslam, General Counsel and Managing Director. Prior to Berkshire, Shar was a Corporate Partner of Weil, Gotshal & Manges LLP where she represented private equity firms in a wide variety of transactions. Shar holds a JD from Harvard Law School

  • Blackstone Represented by Paige Ross, Senior Managing Director and the Global Head of Human Resources at Blackstone. In this role she oversees human resource management globally for the firm. Ms. Ross brings more than 25 years of experience in talent development and strategic planning across a multitude of industries and geographies. Prior to joining Blackstone, Ms. Ross served as the Managing Director of Talent Management at Centerbridge Partners, with a focus on leading Talent Management across the portfolio companies. She has also held senior human resources leadership positions at Pfizer, Avon and PepsiCo. Ms. Ross earned her BA at Stony Brook University and PhD in Applied Organizational Psychology at Hofstra University.
  • Represented by Jessica Mordo, Vice President in the Human Resources group at Blackstone and focuses on talent development and diversity and inclusion. Before joining Blackstone in 2018, Ms. Mordo worked as a Leadership Development Consultant for Bank of America Merrill Lynch, where she led all aspects of talent strategy for the wealth management business. Previously, Ms. Mordo worked in wealth management at AllianceBernstein and started her career as an investment banking analyst at Lehman Brothers. Ms. Mordo earned a BS in Applied Economics & Management, cum laude, from Cornell University and an MA in Social-Organizational Psychology from Columbia University.

The Carlyle Group logoRepresented by Kara Helander who is the Managing Director and Chief Inclusion and Diversity Officer. Prior to joining Carlyle, Ms. Helander was a Managing Director at BlackRock where she led the firm’s global inclusion and diversity, and philanthropy initiatives.Harvard Business School profiled those efforts she directed in the case study, “BlackRock: Diversity as a Driver of Success”. More recently, Ms. Helander consulted with organizations to develop corporate social responsibility and diversity strategies. She founded the Science of Diversity and Inclusion (SODI), a coalition of top companies and behavioral scientists working to design and test new approaches to accelerate diversity and inclusivity in the workplace.Ms. Helander also led CSR at Barclay’s Global Investors (BGI). Prior to BGI, she launched and led the Western Region for Catalyst in Silicon Valley. Ms. Helander received her M.B.A. from The Wharton School and her B.A. from Vanderbilt University.

insightRepresented by Donna Smolens who joined Insight in 2015 as a Senior Advisor. Prior to Insight, she was a Managing Director and Co-Head of the North American Research and Due Diligence Team at Portfolio Advisors, LLC. During her eleven years at the firm, she was a Voting Member on the Investment Committees of numerous Portfolio Advisors Funds and on the Advisory Boards of thirteen private equity funds. Previously, she was a General Partner with Technology Crossover Ventures, where she handled Investor Relations. Prior to that, Donna was a Senior Vice President at DLJ Securities Private Fund Group, where she was responsible for the origination, screening and due diligence on funds marketed by the firm. Prior to DLJ, she was a Portfolio Manager with General Motors Investment Management and an Investment Vice President at New York Life Insurance Company where she managed private equity portfolios. Donna graduated from Fordham University with a B.A. and M.A. in Economics

  • Represented by Suzanne O. Donohoe, Member & Head of Client and Partner Group. Ms. Donohoe joined KKR in 2009 and is the global head of KKR’s Client and Partner Group and a Member of KKR. She also serves on the firm's Investment Management & Distribution Committee and its Inclusion and Diversity Council. Ms. Donohoe is President and the Chairperson of the Board of KKR’s Income Opportunities Fund, a closed end fund which trades on the NYSE. She serves as a board member of PAAMCO Prisma, in which KKR is a strategic partner. Prior to joining KKR, she was with the Goldman Sachs Group, serving as a partner and head of Goldman Sachs Asset Management International. Ms. Donohoe also led Goldman Sachs Asset Management's client businesses in North America and co-headed GSAM's EMEA business previously. Ms. Donohoe holds a B.A., magna cum laude, from Georgetown University and an M.B.A from the Wharton School of the University of Pennsylvania. Ms. Donohoe also serves on the New York Board of The Nature Conservancy, is a member of the Board of Directors of Georgetown University and a Co-Chair of Georgetown University's Wall Street Alliance.
  • Represented by Adebola Osakwe who joined KKR in 2015 and is a member of the Human Resources Team, where she leads the Firm’s Inclusion and Diversity efforts. Prior to joining KKR, Mrs. Osakwe was an executive director on Morgan Stanley’s diversity and inclusion team, where she spent almost 9 years. At Morgan Stanley, she served as head of diversity talent acquisition strategy partnering closely with the experienced and campus hiring teams. Prior to this role, she was a diversity coverage officer supporting the infrastructure and investment management businesses. Mrs. Osakwe holds a Masters in Sports Business from New York University and a Bachelor of Arts in Political Science from Barnard College, Columbia University.

Neuberger Berman logo
  • Represented by Heather P. Zuckerman, Managing Director, joined Neuberger Berman in 2001. Heather is the firm’s Chief of Staff, which also includes oversight for Legal and Compliance, Human Capital, Corporate Social Responsibility and Corporate Services. Prior to Neuberger Berman becoming an independent firm, Heather was the Chief Operating Officer of Lehman Brothers Absolute Return Strategies, and prior to that she spent three years in Investment Banking as CAO for the Financial Institutions and Consumer/Retail groups. Previously, Heather was the general counsel of The Equavant Group, an online marketplace for primary issuance and secondary trading of syndicated bank loans. Heather began her career as an associate with Shearman & Sterling, specializing in Mergers & Acquisitions. Heather is a co-founder of A BroaderWay Foundation, which utilizes the arts to empower inner city girls and she served as a 2015 David Rockefeller Fellow with the Partnership for New York. She earned both her BA (with a major in Urban Studies) and JD from New York University.
  • Represented by Meg Gattuso, Managing Director, joined the firm in 1993. Meg is Global head of Human Capital, reporting to Heather Zuckerman, Head of Legal, Compliance and Human Capital. Since joining Neuberger Berman, Meg has assumed generalist/employee relations, compensation and strategy roles within Human Resources. She contributed to the development of the firm through the IPO, served on the IPO project team, and assumed the HR lead role on the NB/LB acquisition.  After the merger, Meg took on the IMD HR Operations and Strategy role before returning to Neuberger Berman in 2006 to oversee Human Resources for Neuberger Berman.  Meg has over 15 years of Human Resources experience. Meg graduated magna cum laude from University of Scranton with a BS in International Studies and a minor in Business and earned an MBA from the Fordham University School of Business.

tcvRepresented by Susan Clark who joined TCV in 2019 as a General Partner, Portfolio Operations, to stand up the advisory and operating organization to drive value across the portfolio. She works with investment teams, CEOs, and senior portfolio leadership on business value creation initiatives and to develop and implement ongoing strategic and operating plans. Susan’s team also collaborates with investment teams in evaluating the management, processes, and market position of prospective investments. Prior to TCV, Susan held a VP Operations / Chief of Staff position at Vista Equity Partners. In that role, she led key strategic programs across the portfolio, working directly with companies to realize operational excellence and drive value creation. In this capacity, Susan led the execution of Vista’s transformation plan for Forcepoint (formerly Websense). Susan also held various strategic planning and business process improvement roles across Dell, IBM, and DXC Technology (formerly EDS).

tpgRepresented by Beth Lowery who is the Managing Director for Sustainability and ESG at TPG Capital. She joined TPG in September 2012 after a 20 year career with General Motors Company where she was Corporate Vice President, Environment, Energy & Safety. Mrs. Lowery held various positions at GM, including General Counsel- North America. She also was Senior Knowledge Leader, Environmental Responsibility and a Principal of GreenOrder at LRN; Partner at Honigman Miller Schwartz & Cohn; law clerk to Michigan Supreme Court Justice G. Mennen Williams, as well as serving on several non-profit boards. Her primary responsibilities within TPG include leading the Sustainability and ESG program development, strategy and deployment across the Firm, engaging with portfolio companies to build sustainable businesses, and assisting deal teams on due diligence matters. Ms. Lowery is a member of the PRI Private Equity Advisory Committee and the Corporate Eco Forum Leadership Council.

logo vistaRepresented by Marybeth Schmitz who joined Vista Equity Partners in 2016. Ms. Schmitz oversees the human resources function for Vista Equity Partners, as well as all firm facilities, and the executive assistant program. Prior to joining Vista, Ms. Schmitz was the Chief Operating Officer at The Boon Group. Before that, she ran human resources at the law firm of Kessler, Topaz, Meltzer & Check in Philadelphia. Ms. Schmitz also ran divisional human resources programs at Morgan Stanley and Bear Stearns in New York City. Ms. Schmitz began her career in recruiting and human resources consulting roles.

Represented by Carol Drake, who is the President and CEO of Carlow Consulting, LLC in Columbus, Ohio. The Company handles federal government relations, regulatory and corporate governance advice and advocacy for clients. Previously, she was the Chief External Affairs Officer for the Ohio Public Employees Retirement System (OPERS), overseeing the Corporate Governance, Research and State & Federal Government Relations departments. Carol was the director of the Ohio Department of Administrative Services, a state agency with an annual budget of $2 billion, and served on the OPERS Board of Trustees and the Ohio Deferred Compensation Board during her tenure on the Governor’s Cabinet.

IntelRepresented by Barbara H. Whye, Chief Diversity and Inclusion Officer and Vice President of Human Resources at Intel Corporation. She leads Intel’s Diversity in Technology initiative as the company endeavors to reach its goal of full representation in its U.S. workforce by 2018. A champion of Intel’s culture of inclusion, with 21 years of experience, she develops strategy that accelerates progress and integrates diversity and inclusion across the ecosystem to enhance innovation and drive business results. Barbara joined Intel in 1995 as an engineer and held a number of leadership roles driving large scale, enterprise-wide change. Prior to joining HR and Global Diversity and Inclusion in 2015, she spent 15 years in key leadership and project engineering roles responsible for acquiring and starting up new facilities for Intel Corporation worldwide including Talent Management as an expatriate in San José, Costa Rica. Barbara also led the investment strategy for Intel’s global (STEM) education portfolio, with an emphasis on girls and underserved populations and was a strategist on Intel’s global campaign for girls’ education and empowerment, Girl Rising.

  • Represented by Susan Angele, a Senior Advisor at KPMG’s Board Leadership Center, which provides a powerful combination of resources and insight to help boards deepen their engagement on the critical issues shaping boardroom agendas and discussions. She is a frequent writer and speaker on board governance topics, including strategy, risk, culture, the corporation’s role in society, and board composition and effectiveness. Susan is a lawyer and former Fortune 500 executive, with 25+ years in the consumer products industry, including roles as Vice President, Global Deputy General Counsel, and Chief Governance Officer at The Hershey Company, and Chief Counsel, US Snacks at Mondelez (then a $5 billion division of Kraft/Nabisco), where she provided strategic advice through a legal lens and led initiatives that protected value and enabled sustainable, global growth of some of the world’s most famous and best-loved brands.
  • Represented by Annalisa Barrett, a Senior Advisor with the KPMG Board Leadership Center, where she plays a key role in the development of research and thought leadership and advises directors on emerging trends in corporate governance. She has been quoted in the New York Times, Bloomberg, and the Financial Times, and her research has been featured in the Wall Street Journal Prior to joining KPMG, Barrett was CEO of Board Governance Research LLC. Barrett was also a Senior Advisor for ValueEdge Advisors, and Vice President and Senior Research Associate at The Corporate Library (now MSCI ESG Research). She previously was a Research Consultant in the Executive Compensation practice at Towers Perrin (now Willis Towers Watson) and a Tax Consultant in the Family Wealth Planning practice of Arthur Andersen.

LeagueOfAlliesRepresented by Lawler Kang who is the founder of League of Allies, a professional services firm that builds equity in both operating and investment ecosystems via gender synergy. Prior to starting The League, Lawler served in positions such as Chief People Officer in technology companies, Managing Director of a global consulting practice, a variety of executive positions (MD, COO, VP Sales&Marketing, etc.) running turnarounds, Partner in an executive search practice, and a stint doing M&A strategy consulting. He started his career in a Customer Service position at a Japanese multi-national while simultaneously running a socially responsible import firm out of Yogyakarta, Indonesia. Lawler has an MBA in Entrepreneurial Management and Finance from The Wharton School of the University of Pennsylvania and a BA in International Studies from Vassar College.

LoweyDannenberCohenHartRepresented by Barbara Hart President and CEO of Lowey Dannenberg, P.C.—a fifty attorney firm specializing in complex fraud, securities and antitrust litigation. Ms. Hart recently won reversal before the 6th Circuit Court of Appeals of a securities fraud ruling gaining a win for the NYC public pension funds (Norfolk v. CHS 12/13/17). Ms. Hart serves on the Steering Committee of the In re Packaged Seafood Antitrust Litigation prosecuting claims for clients alleging price fixing against the largest Tuna producers who also face criminal proceedings. In 2015, Ms. Hart, represented a doctor-whistleblower alleging false Medicaid billing and recovered $22.4 million; the largest single New York Medicaid fraud recovery to date. In 2014, Ms. Hart tried a limited partnership dispute and after multiple days of testimony and oral argument won a multi-million dollar award. In 2013, Ms. Hart, won a $219 million settlement of Madoff feeder-fund litigation for upstate New York trade unions who had lost their pensions in the Madoff Ponzi scheme. Judge McMahon praised the “unprecedented global settlement” and recognized that Ms. Hart “carried the laboring oar.” Judge McMahon’s continued: “Your clients—all of them—have been well served . . . rarely has there been a more transparent settlement negotiation. It could serve as a prototype.” Ms. Hart is a graduate of Vanderbilt University (B.A. 1982), the University of North Carolina (M.A. 1987), and the Fordham University School of Law (J.D. 1992), where she was a member of the Law Review and on the Dean’s List. Ms. Hart is admitted to practice in New York and Connecticut, and is a member of the bars of the U.S. Supreme Court; the U.S. Courts of Appeals for the 2nd, 3rd, and 7th Circuits; and the U.S. District Courts for the Southern and Eastern Districts of New York.

  • Represented by Karlie Ilaria who is Manager, Global Diversity and Inclusion with Paul Hastings LLP. In this role, Karlie heads the strategy and execution of the firm’s diversity and inclusion program, which focuses on the advancement, retention and development of women, LGBT and diverse people, and which fosters an inclusive culture that values diversity of ideas, values and backgrounds across all parts of the organization. Karlie began her diversity career in 2008 with MasterCard Worldwide as director, Global Diversity & Inclusion, and previously worked in marketing and communications management. Karlie has more than 20 years of professional experience, working at organizations ranging from Fortune 500 corporations to technology start-ups to large global law firms.
  • Represented by Tara Giunta, who is Partner - Co-Chair of Thirty Percent Coalition's Public Policy and Outreach Committee. Tara is a Vice Chair of the Investigations and White Collar Defense Practice and Chair of the firm’s Women’s Initiative. She advises clients and their officers and directors in high risk, regulated industries, on global compliance focusing on anti-corruption, data privacy and national security. Ms. Giunta performs risk assessments for global enterprises, develops comprehensive compliance programs, conducts internal investigations, and represents clients before U.S. enforcement agencies. She was recognized by Global Investigations Review (GIR) in its Women in Investigations list, which recognized 100 women across the globe who are “achieving great things in a competitive and notoriously tough area of law.” She is also Editor of the Breaking the Glass Ceiling: Women in the Boardroom. Ms. Giunta received her J.D. from Columbus School of Law, Catholic University, and her B.A., cum laude, from Tufts University.

segal marco Represented by Maureen O’Brien who is Vice President and Corporate Governance Director at Segal Marco Advisors. She joined the firm in September 2011. At Segal Marco, she engages companies on corporate governance issues and oversee the proxy voting service. Ms. O’Brien serves on the Advisory Council to the Council of Institutional Investors. Ms. O’Brien’s work in shareholder advocacy began in 2003 as a Research Analyst for the Investor Responsibility Research Center. Ms. O’Brien previously served as Head of Engagement at Conflict Risk Network, where she held dialogues with companies operating in Sudan and other conflict zones. In a previous role, she was Research Director at the Center for Political Accountability, a non-profit, non-partisan organization, where she promoted transparency in corporate political spending.

wellcareRepresented by Rhonda Mims who was named SVP, Chief Public Affairs Officer of WellCare Health Plans in August 2016. She is responsible for the development and implementation of the company’s strategic communications; public policy; corporate social responsibility; philanthropy, diversity and inclusion; employee volunteerism and brand management. Most recently, Rhonda served as the managing director of corporate social responsibility at Paul Hastings, LLP. She had oversight of the firm’s diversity and inclusion strategy, charitable giving, pro bono and volunteer efforts, and environmental sustainability. Prior to that, she served as senior vice president of corporate responsibility and chief diversity officer for ING U.S./Voya Financial and president of the ING U.S./Voya Foundation.Rhonda Mims, Senior Vice President and Chief Public Affairs Officer.

Institutional Investors

ArielInvestmentsRepresented by John T. Oxtoby, Vice President, Director of Impact Investing at Ariel Investments. John leads Ariel's efforts to integrate best-in-class environmental, social, and governance-related policies into their investment process.  As ESG analyst for the domestic research team, he proactively works with portfolio companies to adopt and strengthen their social impact and governance practices. John also oversees Ariel's public policy and civic engagement strategies. Prior to joining Ariel, he worked in the White House with Senior Advisor Valerie Jarrett and Chairman of the Council of Economic Advisors, Austan Goolsbee, on public-private partnerships, including the CEO-led President's Job Council. He graduated with a BA in economics from Harvard College and earned an MBA from Harvard Business School.

blueharbour logoRepresented by David Silverman who joined Blue Harbour Group in 2005. Prior to joining Blue Harbour Group, he was an Analyst on the Huff Alternative Fund at WR Huff Asset Management from 2001 until 2005. Mr. Silverman received an A.B. from Princeton University in 2001. David Silverman holds the Chartered Financial Analyst designation. He is a member of the ICGN Board Governance Committee and the former Chair of the NYSSA’s Corporate Governance Committee. In addition to his investing responsibilities, Mr. Silverman oversees the firmwide effort to integrate Environmental, Social, and Governance (ESG) considerations into investments and engagements.

MercyHealthVRepresented by Susan Smith Makos who joined Mercy Investment Services as director of social responsibility in November 2008 and became vice president of social responsibility in June 2011. She has more than 10 years of experience in shareholder advocacy and socially responsible investing. Susan served in a variety of leadership roles in more than 20 years with Mercy Health (formerly Catholic Health Partners), a health system based in Cincinnati, Ohio. She served as a member of the board of the Interfaith Center on Corporate Responsibility from 2008-2014, and as its board chairperson from 2010-2012. She also served on the board of a Wisconsin-based health system from 2004-2016. Susan holds a bachelor of arts degree cum laude in mathematics and Spanish from Kenyon College and a juris doctor degree cum laude from Indiana University. She is licensed to practice law in Ohio.

Boston Common Asset ManagementRepresented by Lisa Hayles, Vice President, who is responsible for client relationship management and business development focusing on foundations, endowments and their consultants. She co-ordinates Boston Common's shareholder engagement work around inclusion–focusing on dialogues with portfolio companies and policy initiatives supporting gender equality in the workplace. A native of Toronto, Canada, Lisa worked in the UK for a decade before relocating to New England in 2013.

CalvertRepresented by Stu Dalheim, Vice President, who leads Calvert's shareholder advocacy program, which seeks to improve corporate environmental, social and governance performance through direct dialogue, standard-setting exercises and partnerships, and public policy. Mr. Dalheim has focused on corporate governance, transparency and environmental issues and works with policy makers and regulators to advance the interests of sustainable and responsible investors. He serves on the board of Bethesda Green, the UNEP FI Investment Commission Board and is a member of the Corporate Governance Advisory Council of the Council of Institutional Investors. Mr. Dalheim earned a BA in philosophy from Wesleyan University and is a LEED accredited professional.

cartica color2Represented by Mike Lubrano, a Co-Founder and Managing Director, Corporate Governance and Sustainability, of Cartica. Mr. Lubrano is internationally recognized as a leader in fostering good corporate governance practices in Emerging Markets. He is a member of the team that developed and delivers the Environmental, Social and Governance Integration program sponsored by the International Corporate Governance Network and the U.N.  Principles of Responsible Investment. He serves on the Corporate Governance Advisory Council of the U.S.  Council of Institutional Investors and on the Advisory Board of the Mexico Institute of the Woodrow Wilson International Center for Scholars. Prior to joining Cartica, Mr. Lubrano pioneered IFC’s corporate governance practice, establishing corporate governance as a central element of IFC’s sustainable development strategy and serving as the first Manager of IFC’s Corporate Governance Unit. Mr. Lubrano earned his AB magna cum laude from Harvard College; his JD cum laude from New York University School of Law; and his MPA from Princeton University.

DominiLogoRepresented by Shin Furuya who serves as the Impact Investment Strategist. Mr. Furuya joined Domini in August 2006 and is a member of the Domini Funds Investment Committee, which is responsible for the review and approval of potential investments. He also contributes in setting the standards and policies as a member of Domini’s Standards Committee, providing guidance regarding overall ESG issues. He helps advise and coordinate the overall research process. He also actively engages with companies, civil society organizations and governments on wide-range of thematic and sector-specific issues. In addition, he monitors and oversees Domini’s proxy voting practices as well as contributing to the proxy voting guidelines. Prior to joining Domini, Mr. Furuya was a research analyst for the Investor Responsibility Research Center, and a lead researcher for Institutional Shareholder Services. He also worked as national coordinator for the Economic Relations and Human Rights Program and the Refugee Program at Amnesty International Japan, where he managed two national programs. Mr. Furuya holds a B.A. in political science and international studies from the University of Oregon, an M.A. in international relations with a focus on global markets and politics, and a certificate of advanced studies in environmental dispute resolution from the Maxwell School of Citizenship & Public Affairs, Syracuse University.

Fairpointe CapitalRepresented by Frances E. Tuite, Portfolio Manager, who is part of the Investment Team, serving as co-portfolio Manager for the ESG Equity Strategy and is responsible for investment research for both the ESG Equity and Mid-Cap Equity Strategies.  In addition, she manages the 1837 LP long/short equity fund, which she founded in 2000.

IMPAX logo Full Represented by Heather Smith who is Lead Sustainability Research Analyst at Impax Asset Management LLC/Pax World Funds. As such, she researches and evaluates the environmental, social and governance (ESG) performance of companies for inclusion in Pax World’s portfolios. She is also a member of the Pax World Gender Analytics team and a Portfolio Manager of the Pax Ellevate Global Women’s Index Fund. Heather is involved in overseeing Pax World’s proxy voting and coordinating its gender related shareholder engagements. She previously served as a member of the Sustainable Investment Research Analyst Network’s (SIRAN) steering committee. Prior to joining Pax World, Heather was a Legislative Aide for the New Hampshire State Senate. She received a bachelor’s degree in Political Science and an MBA from the University of New Hampshire.

Mercy Investment ServicesRepresented by Susan Smith Makos who joined Mercy Investment Services as director of social responsibility in November 2008 and became vice president of social responsibility in June 2011. She has more than 10 years of experience in shareholder advocacy and socially responsible investing. Susan served in a variety of leadership roles in more than 20 years with Mercy Health (formerly Catholic Health Partners), a health system based in Cincinnati, Ohio. She served as a member of the board of the Interfaith Center on Corporate Responsibility from 2008-2014, and as its board chairperson from 2010-2012. She also served on the board of a Wisconsin-based health system from 2004-2016. Susan holds a bachelor of arts degree cum laude in mathematics and Spanish from Kenyon College and a juris doctor degree cum laude from Indiana University. She is licensed to practice law in Ohio.

Miller HowardRepresented by Luan Jenifer, Chief Operating Officer, who joined Miller/Howard Investments in 2002. Luan oversees the firm’s operations, trading, technology, and performance analytics departments. She manages the firm's Environmental, Social and Governance (ESG) activities including screening and research, company engagements, shareholder advocacy, and proxy voting. Ms. Jenifer served for many years as Director of Operations and Shareholder Advocacy, responsible for operations, trading, and ESG activities. She continues to work closely with investors, companies, and colleagues through Miller/Howard’s shareholder advocacy program. Ms. Jenifer is involved in volunteer work for several community organizations in the Woodstock area. She holds a BS in Organizational Leadership from Marist College.

  • Represented by Hervé Guez who has been Global Head of Research & Equity & Fixed Income CIO since July 2017. He has been part of Mirova/Ostrum AM since 2007. Hervé began his career in 1997 in CCF's Credit Department as a Credit Analyst. He subsequently worked as a Credit Analyst (sell side) in the HSBC bond market units in 2000, then with Calyon in 2001 and Exane in 2005. He joined Ostrum AM in April 2007 as Senior Credit Analyst, before being appointed Head of ESG Research in June 2008.
  • Represented by Jens Peers, CEO and CIO of Mirova US. He has been part of Mirova/Ostrum AM since 2013. Previously Head of Environmental Equities at Kleinwort Benson, Jens is a thematic investment expert with 15 years of experience (mainly in water, agribusiness, clean tech) and has an excellent track record. Jens has considerable international experience and has extensive knowledge of consultants’ and clients’ needs.

OxfamRepresented by Mara Bolis who has over 15 years of experience working in the fields of international development, emerging markets finance and business. Mara leads on Oxfam's work on shareholder advocacy directed at US corporations, as well as influencing work on impact investing. Mara is the global lead on the Women in Small Enterprise initiative, which includes Oxfam America’s first impact investing fund that focuses on women entrepreneurs in Latin America. Prior to Oxfam, Mara consulted with the Middle East Investment Initiative, a public-private partnership of the Aspen Institute, the Overseas Private Investment Corporation, and the Palestinian Investment Fund, to develop a new form of small business insurance to help Palestinian exporters hindered by travel restrictions. Prior to that she worked at the Federal Reserve Bank of New York as an emerging markets financial sector analyst. She has worked with various international finance and development organizations, including US Export-Import Bank, the Overseas Private Investment Corporation and the World Bank. She has an MBA from Johns Hopkins University and a Masters in Foreign Service from Georgetown University.

Penn CapitalRepresented by Kirsten Hocker who joined Penn Capital in July 2002 in the Marketing and Client Services area. During March of 2008, Kirsten assumed corporate and operational responsibilities as the Director of Human Resources and Operations. Kirsten's specific areas of responsibilities include human resources, business operations, and corporate governance. In addition, Kirsten serves as the head of Penn Capital’s Philanthropic Committee, dedicated to giving back to the local community through various organizations and partnerships. She also serves as President of the Ethel Mae Hocker Foundation.

praxis mutual fundsRepresented by Chris Meyer, Manager of Stewardship Investing Research and Advocacy for Praxis Mutual Funds® and Everence® Financial, a leading provider of faith-based financial products in the United States and a ministry of Mennonite Church USA. Chris has been involved in the field of ethical and socially responsible investing at Everence for more than 10 years. He leads the company’s work in corporate engagement and supports its investment screening and proxy voting functions. Chris implements shareholder advocacy as a core part of the Everence commitment to a philosophy of Stewardship Investing. Growing out of a responsibility of shareholder-owners of corporations, the objective is to improve the social and environmental policies of corporations to the benefit of all stakeholders. He has led shareholder dialogues on many pertinent issues such as climate change, toxic chemicals, child slave labor, and predatory credit card practices with multinational companies.

Proxy ImpactRepresented by Michael Passoff, CEO, who has over 20 years of experience in corporate social responsibility, shareholder advocacy, philanthropy, and proxy research and education. For more than a decade Michael served as the Sr. Program Director for the As You Sow Foundation’s Corporate Responsibility Program. From 2005 to 2010 Michael authored As You Sow’s annual Proxy Preview – Helping Foundations Align Investments and Mission to alert foundations to upcoming shareholder resolutions that are relevant to their missions. The Proxy Preview is widely distributed and the Chicago Tribune called the Proxy Preview the “bible for socially progressive foundations, religious groups, pension funds and other tax-exempt organizations.”Michael has led and participated in more than 300 shareholder dialogues and resolutions and worked closely with shareholder advocates in the SRI, pension fund, labor, philanthropic, and faith-based communities. His shareholder advocacy work led him to be named as one of 2009’s “100 Most Influential People in Business Ethics.” He also received the 2009 Climate Change Business Journal award for a shareholder campaign which received a historic 51% of the vote – the first environmental resolution to ever receive a majority vote.

SkyHarbourRepresented by Haley Greenberg who joined SKY Harbor, a women founded and led high yield asset manager, in 2015 as an Associate Credit Research Analyst, primarily covering Media and Leisure sectors. In 2017, Haley transitioned to the business development team, and is responsible for strategic planning for existing and prospective relationships in the US. Haley is also a member of the ESG Task Force, which serves to coordinate ESG related initiatives and engagements across the firm.  Haley holds a BA in Earth & Environmental Science and Environmental Studies from Wesleyan University.

SumitomoMitsuiTrust Represented by Seiji Kawazoe who joined Sumitomo Mitsui Trust Asset Management in 1987. He has worked in the bank’s asset management and investment section, and he gained professional experience as a Fund Manager and as a Senior Fund Manager for Global Equities for institutional accounts. He has been based in various locations (Tokyo, New York, London, and Luxembourg) where he gained deeper insights into the global financial industry, particularly in the field of equity investments, including corporate disclosure issues and regulatory frameworks. Currently he is in charge of environmental, social, and governance (ESG) guidelines and polices at the bank

SustainabilityGroupRepresented by Larisa Ruoff, Director of Shareholder Advovacy, who joined the Sustainability Group in May 2013 and is responsible for expanding the firm’s shareholder advocacy and corporate engagement strategy. She was previously the Director of Shareholder Advocacy for Green Century Capital Management, the investment advisor to the environmentally-focused Green Century Funds where she built the advocacy program into one of the most active and successful of its peers. Previously, Ms. Ruoff was the Research Director for Corporate Accountability International where her research and analysis was used to expose and curb corporate abuses that harmed human health and the environment. She has a Masters of International Law and Diplomacy from The Fletcher School at Tufts University.

Trillium Asset manRepresented by Susan Baker who is a Vice President and member of Trillium’s Shareholder Advocacy team overseeing engagement with corporate leadership on numerous environmental, social, and governance issues. She has over 20 years of experience in the investment industry having started her career at Harvard Management Company and later moving to Trillium where she held investment management and equity research positions under the leadership of Joan Bavaria. In 2000, Susan left Trillium to become the religious education director of a faith-based organization, and rejoined the firm and its advocacy department in 2006. Susan holds a Master’s Degree from Harvard Graduate School of Education and a B.A. from Middlebury College.

Walden Asset manRepresented by Tim Smith who serves as the Director of ESG Shareowner Engagement and Co-Chair of the Thirty Percent Coalition's Institutional Investor Committee. As of June 30, 2017, Walden managed approximately $3.3 billion in assets for individual and institutional clients. Mr. Smith joined Walden in 2000 to lead Walden’s ongoing shareholder engagement program to promote greater corporate leadership on ESG issues. This includes company dialogues, shareholder proposals, proxy voting, and public policy advocacy. One of Walden’s priority issues is Board diversity pursued through letters, company dialogues, shareholder resolution and proxy voting. Previously, Mr. Smith served as executive director of the Interfaith Center on Corporate Responsibility (ICCR) for 24 years.

westpathRepresented by Anita Green who is the Manager of Sustainable Investment Strategies for Wespath Investment Management, located in Glenview, IL. Ms. Green is responsible for strategic development and implementation of Wespath’s corporate engagement program. In this role she regularly communicates with corporate management about policies and practices related to environment, social, and governance issues. Ms. Green serves on the board of the Interfaith Center on Corporate Responsibility and is a previous board member of the USSIF, The Forum for Sustainable and Responsible Investment.

weatherby asset man Represented by Justina Lai who joined Wetherby Asset Management in 2015 where she leads the firm's impact investment strategy. Prior to Wetherby, she was a Director and Senior Investment Analyst focused on global impact investment strategies in the private markets at Sonen Capital. Previously, Justina helped manage the Rockefeller Foundation’s Program Related Investments portfolio comprised of domestic and international impact investments in private equity and private debt. She was also a core member of the Impact Investing team where she advanced and shaped the initiative strategy focused on building the field of impact investing.

  • Represented by Mary Hartman Morris, Investment Officer,  and Co-Chair of Thirty Percent Coalition's Institutional Investor Committee. Mary has 14 years of investment experience and 15 years of technical accounting knowledge as a Certified Public Accountant and Certified Internal Auditor. Prior to joining CalSTRS in January 2016, she was an Investment Officer at CalPERS, with previous work experience as an accountant, auditor and internal auditor. Ms. Morris has a Bachelor of Science degree in Business - Accounting from San Diego State University.

PhiladelphiaPensionsRetRepresented by Dominique A. Cherry who began her carreer with the City of Philadelphia Board of Pensions and Retirement in 2008 as an Investment Associate, and currently serves as the Head of Public and Private Markets. Her investment responsibilities include assisting the CIO in the oversight of all asset classes in the $5B Pension Fund and combined $1.5B assets in the Municipal Employee 457 and 401A Plans. Ms. Cherry also serves in a supervisory and training role to Investment Staff. Dominique pilots the Board’s Diversity and Emerging Manager program, the City Employee Retirement Education and Outreach program, and is involved in Invest in Girls, Inc., ILPA, and NASP.
Dominique has 19 years of investment experience. Prior roles include NYLIFE Corporate Agent, and Client Relationship Manager with Vanguard. Ms. Cherry holds Bachelor of Science in Finance from The Pennsylvania State University.

RhodesIslandEmployeeRetirementSystem Employees' Retirement System of Rhode Island, represented by Seth Magaziner, Treasurer of Rhode Island. Seth was born and raised in Bristol, Rhode Island, and began his career as a public elementary school teacher in rural Louisiana during the aftermath of Hurricane Katrina. After returning home to Rhode Island, Seth worked as a vice president at Trillium Asset Management, a socially responsible investment firm with more than $1 billion of assets under management. In his first months in office, Seth successfully championed legislation establishing new green infrastructure programs at the Rhode Island Infrastructure Bank. These programs are putting tradesmen and women to work on energy efficiency and renewable energy projects across the state, helping Rhode Islanders save on energy costs while reducing our state’s carbon footprint.


Government Pension Investment Fund of Japan

  • Represented by Rika Hiroshima who joined GPIF in August 2015. She is the Director/Investment Manager of Public Market Investment Department. She is in charge of selection and evaluation of GPIF’s external asset managers of Global (Non-Japanese) equities. Before joining GPIF, she worked as Research Analyst of Japanese equities at Nissay Asset Management. And then she worked as Product Manager of Infrastructure unlisted equity funds and Portfolio Manager of Global equity fund (active management) at T&D Asset Management. Just before joining GPIF, she worked at EY Japan as Business Strategy consultant and PPP (Public Private Partnership) consultant for Japanese waterwork department of local authorities. She also worked on research project of Stewardship activities and ESG investment at EY Japan.

office of the new york state comptroller squarelogo 1424435194214Represented by Gianna McCarthy, Director of Corporate Governance of the $178.6 billion New York State Common Retirement Fund. She serves on the Fund’s Internal Investment Committee and coordinates the Sustainable Investment Program. Gianna is responsible for the oversight of proxy voting for the Fund’s over 3000 domestic portfolio companies. Prior to working for New York State, she had over 10 years experience in promoting shareholders’ interests, litigating cases on behalf of and advised shareholders and served as Director of Corporate Governance of the New York City Pension Funds. From 2011-2016 she served on the Board of Directors of the Council of Institutional Investors. She received a B.A. in History from Rutgers University and her J.D. from Benjamin N. Cardozo School of Law.

ucalRepresented by Imogen Rose-Smith who is an Investment Fellow with the University of California in the Office of the Chief Investment Officer to the UC Regents. As a fellow, she focuses on sustainability investing. Reporting directly to the CIO, helps the $110 billion investment office craft and execute its innovative sustainable investment approach. Prior to joining the UC, Imogen had more than 15 years’ experience as a financial journalist most recently as an award winning senior writer for Institutional Investor magazine. Imogen serves on the Advisory Board of Girls Who Invest, a not-for-profit focused on increasing the number of women in investment management roles. Imogen is a member of the 2015, 2016 and 2017 content planning committees for High Water Women’s annual Investing for Impact Symposium. From 2013 to 2015 she served as a consultant to the Robert F Kennedy Center for Justice and Human Rights on its Compass conference program, a high-level conference aimed at engaging asset owners in issues relating to the environment, social responsibility and corporate governance. She represented the RFK Center in negotiations with the Department of Labor with regards to the November 2015 DOL guidance concerning impact investing and shareholder engagement.

OPERSRepresented by Patti Brammer who joined the Ohio Public Employees Retirement System in 2003 and is the Corporate Governance Officer with overall responsibility for compliance, communication, and education for OPERS public employers. Prior to joining OPERS, her past positions included work in the airlines, life insurance, health insurance and manufacturing industries. She holds a B.S. degree from the University of Pittsburgh and a Master’s degree from the University of Phoenix. Brammer also holds a certificate as a registered Corporate Coach from the Worldwide Association of Business Coaches.

SEIURepresented by Renaye Manley, Deputy Director of theService Employees International Union, working in the Capital Stewardship Department. Prior to this position, Manley worked for Interfaith Worker Justice, a community/labor collaboration, coordinating work with unions and denominations on issues of workplace justice. She served as a Midwest field representative for the AFL-CIO for a number of years, working on strategic union initiatives. She serves on the board of several worker justice groups. Manley is a graduate of Indiana University.

SFERS logo 549 transparentRepresented by Andrew Collins, Director of ESG Investing for the San Francisco Employees’ Retirement System. Previously, Andrew was an ESG Investment Strategist with State Street Global Advisors, and prior to that he was Technical Director of Standards Setting at the Sustainability Accounting Standards Board (SASB). He has also held roles in environmental auditing and consulting and worked internationally as a corporate sustainability manager. He graduated from Yale University with a B.S. in Environmental Engineering

  • Represented by Molly Gochman, Founder & President. Molly is an award-winning artist and activist who aims to bring together the collective experiences of many for greater understanding. She believes that connection and thoughtful participation can catalyze powerful change. Molly’s desire to leverage her influence as an investor, as an activist, and as an artist led her to found Stardust, with the hopes of contributing to a more just and equitable world. Molly is a board member of The Freedom Fund, Children’s Rights, and Creative Time and was named one of New York’s New Abolitionists by the New York State Anti-Trafficking Coalition. She holds a BFA in Sculpture from Guilford College. Molly is based in New York.
  • Represented by Helena Hasselmann, Managing Director of Stardust Equity. Helena oversees all investment activities within Stardust Equity and is also responsible for working with external managers on ESG integration across asset classes. Prior to Stardust, Helena was an investment manager at LGT Impact, a global impact investor focusing on private equity investments in developing and emerging countries. Previously, Helena worked at Goldman Sachs as a member of the Distressed Investing team in London. She started her career as an analyst in the Investment Banking Division in New York. She holds a MBA with Distinction from Harvard Business School, and a BCom in Finance and International Business from McGill University. Helena is based in New York.

UAW Retiree Medical Benefits Trust 839251Represented by Meredith Miller who is the Chief Corporate Governance Officer of the UAW Retiree Medical Benefits Trust (“Trust”). The Trust was established in 2010 as a Voluntary Employee Beneficiary Association (VEBA) to pay the medical benefits for 700,000 UAW retirees. The Trust is the largest non-governmental provider of retiree health in the U.S. and has assets of $60 billion. Ms. Miller oversees the Corporate Governance Program of the Trust for domestic and international equities, including proxy voting and corporate engagements on board governance issues such as diversity, executive pay, human capital management, and compliance. Ms. Miller joined the Trust in 2010 after serving twelve years as Assistant Treasurer for Policy for the Connecticut State Treasurer.

WashingtonStateInvestmentRepresented by Theresa J. Whitmarsh who is the Executive Director of the Washington State Investment Board, one of the United States’ leading institutional investors, managing over $103 billion of state pension, insurance, and other assets. WSIB is a leader in private asset investing, with private equity, real estate, and tangible assets comprising 40 percent of its retirement portfolio.  Theresa joined the WSIB in 2003 with 20 years’ experience in business, government and media.  She has a Master’s in Business Administration, Pacific Lutheran University, and Bachelor of Arts, English Literature, Seattle Pacific University. She is Chair of the Pacific Pension & Investment Institute, and serves as co-Chair on the Council of Institutional Investors, and is immediate past director with the International Centre for Pension Management.  She also serves on the Millstein Center for Corporate Governance Advisory Board and the World Economic Forum’s Global Agenda Council on the Future of Investing.  She is a member of ABP’s Investment Committee.

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Kurt Summers - Treasurer

  • Kurt Summers is a son of Chicago and a pragmatic problem solver who is passionate about serving the people of the city. As Chicago’s newest City Treasurer, Summers is the steward of the city’s $7 billion dollar investment portfolio and is responsible for maintaining records and accounts of the city’s finances while ensuring transparency and accountability for all transactions. Treasurer Summers also serves as an advocate to empower young people, workers and small business owners, as well as programs that promote economic growth and financial education. The Treasurer sits on four local pension boards with nearly $25 billion under management. Summers began his career at McKinsey & Company, a preeminent global strategy-consulting firm. Most recently, Summers served as a Senior Vice President at Grosvenor Capital Management and a member of the Office of the Chairman. In that role, Summers was a leader of the Emerging and Diverse Manager business, which invested over $2 billion with minority- and women-owned firms.
  • Represented by Joshua Harris, Director of Partnerships. In 2011, Joshua Harris joined Obama’s re-election campaign as a Field Director in Missouri and later as Deputy Field Director in North Carolina. Previously, Harris served as a Regional Field Director and Louisiana State Director for Organizing for America. Harris served in senior roles for Washington, D.C.’s Mayor Bowser and was a Senior Advisor in the D.C. Department of Human Resources and Chief of Staff in the Office of Talent & Appointments for nearly two years until taking a position as the National Data & Reporting Director for AARP’s Take a Stand campaign in 2016. Harris’s experience includes senior campaign positions with the DCCC where he led campaign strategy for 14 targeted congressional races and the DNC where he led political engagement in 12 Midwest states.


Shawn T. Wooden – Treasurer

Shawn T. Wooden was elected State Treasurer on November 6, 2018, following a successful 21-year career as an investment attorney specializing in public pension plans. He was sworn-in as Connecticut’s 83rd State Treasurer on January 9, 2019. Most recently, Treasurer Wooden was a Partner in a major law firm where he led its public pension plan investment practice and was a member of the Investment Section of the National Association of Public Pension Attorneys. Early in his legal career, he worked in the AFL-CIO's Office of Investment in Washington, D.C. From 2011 to 2015, Treasurer Wooden served as President of the Hartford City Council. He also was a member of the Connecticut Citizen’s Ethics Advisory Board, which interprets and enforces the state’s ethics laws and oversees the Connecticut Office of State Ethics.

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Michael Frerichs – Treasurer

  • Michael Frerichs was elected Illinois State Treasurer in November 2014. In Illinois, the Treasurer’s office predates the state’s incorporation in 1818. Voters in 1848 chose to make it an elected office. Frerichs is the 74th person to serve in this role. In Illinois, the Treasurer is the state’s Chief Investment Officer and Frerichs is a Certified Public Finance Officer. The office invests money on behalf of the state and local units of government. Mike also believes in providing individuals with the tools so that they can invest in themselves.
  • Represented by Rodrigo Garcia who serves as the Chief Investment Officer and Chief Financial Officer for the Illinois State Treasury. In this pivotal executive post, Garcia directs the treasury’s combined $25 billion fixed income, equity, and venture capital portfolios, all investment and financial professionals, multiple asset classes and $300 billion in related banking and financial services in order to maximize portfolio returns and bolster the  Illinois macro and micro economy. He holds two post-graduate degrees, one in finance from the University of Illinois and one in public policy from Northwestern University and recently completed a senior executives program at Harvard’s Kennedy School of Government.


Nancy Kopp – Treasurer

Elected in February 2002, and re-elected to full four-year terms in 2003, 2007, 2011 and 2015, Nancy K. Kopp is the 23rd Maryland State Treasurer since the adoption of the Constitution of 1851.  She is the second woman ever to serve as Maryland's State Treasurer and is the only woman serving Maryland in a Constitutional Office. In addition to her responsibilities for managing the Office of State Treasurer, as a Constitutional Officer and a representative of the General Assembly, the Treasurer serves on a number of key State Boards and financial planning committees. Treasurer Kopp chairs both the Capital Debt Affordability Committee and the Commission on State Debt, and is a member of Maryland's Board of Revenue Estimates.  She is the chief representative of the State dealing with financial rating agencies and investment banking firms.  The Treasurer also serves as Chair of the Board of Trustees of the Maryland State Retirement and Pension Systems, as Chair of the College Savings Plans of Maryland and as a member of the Maryland Supplemental Retirement Board,  the Maryland Health and Higher Education Financing Authority, the Maryland Agricultural Land Preservation Foundation Board, the Small Business Development Financing Authority and the Hall of Records Commission.


Deb Goldberg – Treasurer

Deborah B. Goldberg is the Massachusetts State Treasurer and Receiver General. In that role she is responsible for the state’s cash and debt management, unclaimed property, and chairs state boards and commissions, including the Massachusetts School Building Authority, the Pension Reserves Investment Management Board, the State Board of Retirement, Massachusetts State Lottery Commission, and the Massachusetts Clean Water Trust.  In 2015, she established the new Office of Economic Empowerment, the first of its kind in the country, and chairs its Economic Empowerment Trust Fund. Treasurer Goldberg also was elected to serve as Secretary-Treasurer of the National Association of State Treasurers. 

Scott Stringer – Comptroller

  • NewYorkCityComptrollerNew York City Comptroller Scott M. Stringer has spent his career in public service fighting to ensure that every New Yorker has an equal opportunity to make it in our City. Over the last two decades, Mr. Stringer has been a champion for policies like a $15 minimum wage, has advocated for affordable housing, worked to strengthen the City’s fiscal health, and promoted open, transparent government. Born and raised in Washington Heights, Mr. Stringer was elected to the New York State Assembly in 1992, where he represented Manhattan’s West Side for 13 years. In 2006 he became Manhattan Borough President, and was elected Comptroller in 2013.
  • Represented by Michael Garland who is the Assistant Comptroller for Corporate Governance and Responsible Investment for New York City. The Comptroller serves as investment advisor, custodian and a trustee to the New York City Pension Funds, which have more than $170 billion in assets and a long history of active ownership on issues of corporate governance and sustainability. Michael and his team are responsible for developing and implementing the Funds’ active ownership programs for public equities, including voting proxies, engaging portfolio companies on their environmental, social and governance policies and practices,  and advocating for regulatory reforms to protect investors and strengthen shareowner rights. Recent initiatives include spearheading the Boardroom Accountability Project launched in fall 2014, which has helped to establish proxy access as a fundamental right at hundreds of U.S. companies.

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Thomas P. DiNapoli – Comptroller

  • A life-long Long Islander, Tom was raised in a middle-class, union household and saw the value of hard work and stretching every dollar in the example set by his parents. In 1972, Tom won his first election and served as a trustee on the Mineola Board of Education, becoming the first 18-year-old in New York State to hold public office. He attended Hofstra University, earning a bachelor’s degree in history and graduated magna cum laude in 1976. He worked in the telecommunications industry for 10 years, and went to night classes and earned a master’s degree from The New School University’s Graduate School of Management and Urban Professions. In 1986, he ran for the New York State Assembly and was elected to represent the 16th District in northwestern Nassau County for the next 20 years. Tom was elected State Comptroller on Feb. 7, 2007 by a bipartisan majority of the State Legislature. He was elected Comptroller by New York’s voters in 2010 and re-elected in 2014.  Tom is known for his integrity, independence and even-keeled leadership.
  • Represented by Gianna McCarthy, Director of Corporate Governance

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Tobias Read – Treasurer

  • Tobias Read understands that financial empowerment, wise investments, and sound management are foundational to the quality of life and economic opportunities for Oregonians, and key for the long-term vitality of our state. Elected Oregon’s 29th State Treasurer in 2016, Tobias is a collaborative problem solver who draws upon his management, political and finance policy experience to serve Oregonians as Treasurer. He worked in the U.S. Treasury and as a liaison between designers, engineers and manufacturing units for Nike Inc. In 2006, he was elected to the Oregon House of Representatives, where he served a decade and championed legislation to invest in public education, improve state financial management, finance critical infrastructure improvements, and to help Oregonians save for a more secure future.
  • Represented by Jennifer J. Peet who is the Director of Legal Affairs for the Oregon State Treasury. She provides advice and counsel regarding investment and compliance matters for OPERF and other investment fund clients including the Oregon 529 Network and Oregon Retirement Savings Plan, and the investment funds available to local governments. She directs the securities litigation and corporate governance programs. She represents Treasury in organizations such as the Council of Institutional Investors, and the 30 Percent Coalition.

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Joe Torsella – Treasurer

  • The 77th treasurer of the Commonwealth of Pennsylvania brings a record of leadership and integrity to Treasury that spans 25 years of public service. Ambassador (Ret.) Joseph M. Torsella was elected on November 8, 2016, and was sworn into office on January 17, 2017.As the treasurer of Pennsylvania, Torsella oversees an office of 360 employees, which protects nearly $100 billion in state assets. The Pennsylvania treasurer or his designee serves on approximately 20 boards on Treasury’s behalf and chairs the Board of Finance Revenue. He administers the unclaimed property program, manages the state’s 529 College Savings Program and safeguards the financial health of the state.
  • Represented by Lloyd Ebright who brings a unique understanding of big data and technology to his various roles within Pennsylvania Treasury. Lloyd currently oversees several of Treasury’s alternative investments – including investments in energy efficiency and small business lending. Lloyd has contributed to Treasury’s shareholder advocacy activities such as proxy voting, corporate engagement on ESG issues, and ensuring Pennsylvania's compliance with Iran/Sudan divestment legislation. Lloyd also brings a successful track record in procurement – saving the department and Pennsylvania taxpayers millions of dollars in government contracts. His contributions in procuring a prepaid debit card program that included the nation’s first integrated ATM  locator website and mobile applications led to recognition for Treasury from leading consumer advocacy groups. He earned his B.A. and M.A. in Economics from the University of Toledo.


Seth Magaziner – Treasurer

  • Seth was born and raised in Bristol, Rhode Island, and began his career as a public elementary school teacher in rural Louisiana during the aftermath of Hurricane Katrina. After returning home to Rhode Island, Seth worked as a vice president at Trillium Asset Management, a socially responsible investment firm with more than $1 billion of assets under management. In his first months in office, Seth successfully championed legislation establishing new green infrastructure programs at the Rhode Island Infrastructure Bank. These programs are putting tradesmen and women to work on energy efficiency and renewable energy projects across the state, helping Rhode Islanders save on energy costs while reducing our state’s carbon footprint.
  • Represented by Randy Rice who is Deputy Communications Director and Shareholder Engagement at the Office of Rhode Island General Treasurer Seth Magaziner. Prior to joining Rhode Island Treasury in May 2016, Randy was Communications Director at Trillium Asset Management in Boston, MA. While at Trillium, Randy collaborated with the Croatan Institute, Thirty Percent Coalition, Root Capital, and Global Fund for Women to publish a white paper: Investing for Positive Impact on Women - Integrating Gender into Total Portfolio Activation. The paper was published in November 2015.

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Duane A. Davidson – Treasurer

Duane Davidson was elected as Washington’s 23rd State Treasurer in 2016. Prior to that, Duane was elected to four terms as Benton County Treasurer, serving from 2003 – 2014. He is an actively licensed certified public accountant (CPA). Duane was born and raised in Carnation, Washington where he graduated from Tolt High School. He started his undergraduate education at Bellevue Community College and transferred to Central Washington University in Ellensburg where he earned a Bachelor of Science in Accounting

  • Ascend – Janet Wong, Managing Director - Pinnacle
  • Athena Alliance – Coco Brown, Founder & CEO
  • Boardbound by Women's Leadership Foundation - Jo Lynne Whiting, Chair
  • Catalyst – Lorraine Hariton, President & CEO
  • Committee for Economic Development – Steve Odland, President & CEO
  • Corporate Women Directors International – Irene Natividad, Co-Chair
  • Direct Women – Shawn Kaminski, Executive Director
  • Eisenhower Fellowships - Romana Lee-Akiyama, Senior Program Officer, Global Network Engagement
  • Forte Foundation – Elissa Sangster, Executive Director
  • Healthcare Businesswomen's Association – Laurie Cooke, CEO
  • Hispanic Association on Corporate Responsibility – Lissette Garcia, SVP and COO
  • Impact Shares – Ethan Powell, Founder and President
  • Latino Corporate Directors Association – Esther Aguilera, CEO
  • Stanford Center for Corporate Governance – Amanda  K. Packel,  Managing Director
  • The Boston Club – Toni G. Wolfman
  • The Conference Board – Paul Washington, Executive Director, Governance Center
  • Vermont Community Foundation - Deb Dabrowski, CFO
  • Vision 2020 – Lynn H. Yeakel, Founder and President
  • Watermark – Marlene Williamson, CEO
  • Women Business Leaders of the U.S. Health Care Industry Foundation (WBL) – Lynn Shapiro Snyder, President
  • Women in Fund Finance - Dee Dee Sklar, Co-Chair
  • Women in the Boardroom – Sheila Ronning, Founder & CEO
  • Women Presidents’ Organization – Marsha Firestone, Founder and President
  • YWCA Metropolitan Chicago – Dorri McWhorter, CEO
  • YWCA USA - Alejandra Y. Castillo, CEO
  • 2020 Women on Boards – Betsy Berkhemer-Credaire, CEO

  • Holly Bohart – Educational Foundation of America
  • Cindy Burrell – Diversity in Boardrooms
  • Solange Charas – President, Charas Consulting, Inc.
  • Doug Conant – CEO, Conant Leadership
  • Eve Ellis – Portfolio Manager of the Parity Portfolio, The Matterhorn Group at Morgan Stanley
  • Robert Jackson, Jr. – Professor of Law (On Public Service Leave) NYU School of Law
  • Jared Landaw – Barington Capital Group
  • Dianne McKeever – Chief Investment Officer, Ides Capital Management, LP
  • Beverly Cooper Neufeld – President, BCN Consulting, LLC

Coalition Members

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