Advisors

Thank you to our strategic advisors, who inspire our work and whose experience guide our mission.

Founding Partner (Retired)

Monica Erickson, CFA

DoubleLine LLC

Phil Clements, CFA, CAIA, FDP

EMEA Index Sales Relationship Manager

Bloomberg

Marlene Timberlake D’Adamo

Chief Diversity, Equity & Inclusion Officer

CalPERS

Janet Falk

Consultant, Writer, Speaker

Falk Communications and Research

Sarah Maynard

Global Senior Head, DEI

CFA Institute

Paul Olschwanger

Founder, Chief Inspiration Officer

Wendell Rhoads Consulting

Jade Scipioni

Senior Reporter, Journalist

Marina Severinovsky

Head of Sustainability, North America

Schroders

Fran Skinner, CFA, CPA

Partner, Co-Founder

AUM Partners

Rupal Bhansali

Founder and CEO

Double Duty Money Management