Carly manages the evaluation of existing and potential securities relative to environmental, social, and governance (ESG) factors and leads shareholder engagement initiatives on a range of sustainability issues including workplace equality and ESG reporting. She also contributes to the firm’s communications efforts. She is a member of the Investment, Community Reinvestment Act (CRA), Corporate Governance, and ESG Research & Engagement Committees.
Prior to joining the firm in 2012, Carly worked for two years for the firm as an intern while she completed her Master’s degree. She earned a BA in Economics and International and Global Studies, magna cum laude and Phi Beta Kappa, from Brandeis University and a Master of Arts in International Economics and Finance (MAIEF) from the International Business School at Brandeis University. She holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute.
Carly currently serves on the United Nations Principles for Responsible Investment (UN PRI) Sustainable Development Goals (SDGs) Advisory Committee. From 2015-2017, Carly served as the President of the Boston Chapter of Building a Sustainable Investment Community (BASIC), a sustainable, responsible, and impact (SRI) investing professionals’ group.