Stakeholders Capital/Perigon Wealth ManagementSenior Wealth Advisor ESG & Impact Strategy2012-2023
Green Economy Think Tank (non-profit probono)Founder2008-2023
EP Wealth AdvisorsVice President of Sustainable Investing, Head of ESG & Impact Investing Department2002-2012
Prudential SecuritiesWealth Management Advisor - Associate Vice President, Specialist in ESG2000-2002
UBS Paine WebberWealth Management Advisor1994-2000
Dabney/Resnick Lead Municipal Bond Trader, Distressed Debt and Municipal Securities Analyst1993-1994
Sutro & Co. Marketing Representative for Socially Responsible Investing Services1991-1992
Smith Barney Harris UphamWealth Advisor Analyst and Municipal Bond Trader1991-1993