Our Team
The Dwight Hall SRI Fund is currently accepting applications for its 2011-2012 team.
Board of Advisors
Laura Berry became executive director of the Interfaith Center for Corporate Responsibility in 2007. After working for five years as a chemical engineer, Laura began a 17-year career as a Large Cap Value Portfolio Manager on Wall Street, gravitating to socially-responsible investing and handling accounts for religious orders. In 2001 Laura left Wall Street and began her non-profit career as the director of the New London Development Corporation’s Community Development Initiative. She served the Community Foundation for Greater New Haven for five years as Vice President for Development and, later, its Senior Vice President for Philanthropic Services. Laura was responsible for a $15 million grantmaking portfolio from The
Foundation’s nearly $300 million endowment. Laura has a B.S. from Michigan Technology University and an M.S. from the University of Michigan; she obtained a Certified Financial Planner designation from Quinnipiac University.
Stephen Davis, Ph.D., is Senior Fellow at Yale University School of Management’s Millstein Center for Corporate Governance and Performance. He oversees global programming on capital markets, mutual fund governance, corporate board chairmanship, board-shareowner communications, voting standards and the Tomorrow’s Investor project. Davis is Chairman of Hermes EOS, the shareowner engagement arm of Hermes Pensions Management, the UK’s largest retirement fund; Chairman of the board corporate governance committee of Dubai Group, the leading financial services company of Dubai Holding, a sovereign wealth fund. Davis pioneered the field of international corporate governance when he founded the global unit at the IRRC, in Washington, DC. His Shareholder Rights Abroad: A Handbook for the Global Investor (1989) was the first study comparing corporate governance practices in top markets. Please visit
http://yccgp.som.yale.edu/StephenMDavis.shtml for more information.
Joshua Humphreys teaches at Harvard University and serves as founding director of the Center for Social Philanthropy, a nonprofit research consultancy housed at Boston's Tellus Institute, where Dr. Humphreys
is also a Senior Associate. Previously Dr. Humphreys has taught at Princeton and NYU, where he completed his Ph.D. as an Istel and Fribourg Fellow after studying in Paris as a Fulbright Scholar. He has served as associate fellow at the Rutgers Center for Historical Analysis, scholar-in-residence at the Rockefeller Archive Center, and visiting research associate at the Johns Hopkins School of Advanced International Studies. In addition to his academic work, Dr. Humphreys has regularly advised numerous organizations on issues in social and environmental finance, including the Environmental Grantmakers Association, Green Harbor Financial, Proxy Democracy, the Social Investment Forum, Sustainable Endowments Institute, and the World Bank Group. His insights on long-term trends in philanthropy, shareowner advocacy and social investing have been widely published and cited in the press, most recently in Barron’s, BusinessWeek, Financial Advisor, the Financial Times, and the Los Angeles Times.
Cary Krosinsky is a senior representative for Trucost in North America, maintaining the world's largest environmental database of carbon emissions and other pollutants as are being generated by the world's largest public & private companies. Trucost uses this global perspective to advise portfolio managers including, among others, UBS, Vanguard and Deutsche Bank. It also provides the world's most comprehensive & effective supply chain management service, and are a leading source for environmental thought leadership and bespoke research. Cary was a member of the 70 person Expert Group that created the United Nations Principles for Responsible Investment (PRI), which has been committed to by over US$18 Trillion worth of asset managers and owners.
Morgan Simon is the co-founder of the Responsible Endowments Coalition, a non-profit organization that supports over 75 colleges and universities managing $150 billion across the country implementing responsible investment policies. As an undergraduate at Swarthmore College, Morgan led the filing of the first student-led shareholder resolution since the apartheid era, successfully convincing Lockheed Martin to add sexual orientation to its non-discrimination policy and give domestic partner benefits. She has led trainings on responsible investment for hundreds of students across the country, in addition to working regularly with administrators and trustees. She was a Social Venture Network Innovation Award winner in 2007, and her work has been followed by national media such as the Wall Street Journal and Washington Post.
Graham Sinclair is a sustainable investment strategist, ESG investment architect and global project leader. His research and advisory engagements model investment architecture integrating environmental, social and governance factors in emerging and frontier markets, especially Africa. Since 2006 Sinclair & Company has delivered design and strategy for the IFC, UN, WBCSD, trillion-dollar investment managers, and international organizations. Before joining KLD in Boston, he worked in pensions consulting and investment banking through 2002. Graham has graduate degrees in business and law and leads sustainable investment seminars in North America, Europe and Africa. He resides in Vermont, USA and Cape, South Africa.
Cheryl Smith is Co-CEO, Chief Compliance Officer, and Senior Portfolio Manager at Trillium Asset Management Corporation, a premier socially responsible investment advisor. She began her investment management career at Trillium in 1987. In 1992 she joined United States Trust Company in Boston (now known as Walden Asset Management) as Vice President and portfolio manager, before rejoining Trillium in the fall of 1997. Cheryl serves as the chair of the the Board of the Social Investment Forum, as well as serving on the Board of the Episcopal Divinity School, and on the Steering Committee for the Institute for Responsible Investment. She is a Chartered Financial Analyst charterholder and a member of the CFA Institute. She is a member of the American Economic Association. Cheryl holds a B.S.F.S. degree from Georgetown University School of Foreign Service, and earned M.A., M. Phil., and Ph.D. degrees in
Economics from Yale University.
Cheyenna Weber is the Organizing Director for the Responsible Endowments Coalition, supporting students in bringing responsible investing to their social and environmental justice campaigns. Based in NYC, and originally from rural West Virginia, Cheyenna began organizing in Appalachia around the campaign against mountaintop removal mining. She was a lead organizer with the WV Economic Justice Coalition while pursuing a B.A. in History and English at West Virginia University. She has also served as a regional organizer for United Students Against Sweatshops and a community leader in the anti-war movement. After college she headed to grad school to study history, and taught for two years in community colleges in NYC. She is active in the US Solidarity Economy Network and the New Economy Roundtable. When not working on social justice issues she enjoys sailing on a 124-year-old schooner, writing, and hula hooping in lower Manhattan. Email her at organize@endowmentethics.org.
Foundation’s nearly $300 million endowment. Laura has a B.S. from Michigan Technology University and an M.S. from the University of Michigan; she obtained a Certified Financial Planner designation from Quinnipiac University.
Stephen Davis, Ph.D., is Senior Fellow at Yale University School of Management’s Millstein Center for Corporate Governance and Performance. He oversees global programming on capital markets, mutual fund governance, corporate board chairmanship, board-shareowner communications, voting standards and the Tomorrow’s Investor project. Davis is Chairman of Hermes EOS, the shareowner engagement arm of Hermes Pensions Management, the UK’s largest retirement fund; Chairman of the board corporate governance committee of Dubai Group, the leading financial services company of Dubai Holding, a sovereign wealth fund. Davis pioneered the field of international corporate governance when he founded the global unit at the IRRC, in Washington, DC. His Shareholder Rights Abroad: A Handbook for the Global Investor (1989) was the first study comparing corporate governance practices in top markets. Please visit
http://yccgp.som.yale.edu/StephenMDavis.shtml for more information.
Joshua Humphreys teaches at Harvard University and serves as founding director of the Center for Social Philanthropy, a nonprofit research consultancy housed at Boston's Tellus Institute, where Dr. Humphreys
is also a Senior Associate. Previously Dr. Humphreys has taught at Princeton and NYU, where he completed his Ph.D. as an Istel and Fribourg Fellow after studying in Paris as a Fulbright Scholar. He has served as associate fellow at the Rutgers Center for Historical Analysis, scholar-in-residence at the Rockefeller Archive Center, and visiting research associate at the Johns Hopkins School of Advanced International Studies. In addition to his academic work, Dr. Humphreys has regularly advised numerous organizations on issues in social and environmental finance, including the Environmental Grantmakers Association, Green Harbor Financial, Proxy Democracy, the Social Investment Forum, Sustainable Endowments Institute, and the World Bank Group. His insights on long-term trends in philanthropy, shareowner advocacy and social investing have been widely published and cited in the press, most recently in Barron’s, BusinessWeek, Financial Advisor, the Financial Times, and the Los Angeles Times.
Cary Krosinsky is a senior representative for Trucost in North America, maintaining the world's largest environmental database of carbon emissions and other pollutants as are being generated by the world's largest public & private companies. Trucost uses this global perspective to advise portfolio managers including, among others, UBS, Vanguard and Deutsche Bank. It also provides the world's most comprehensive & effective supply chain management service, and are a leading source for environmental thought leadership and bespoke research. Cary was a member of the 70 person Expert Group that created the United Nations Principles for Responsible Investment (PRI), which has been committed to by over US$18 Trillion worth of asset managers and owners.
Morgan Simon is the co-founder of the Responsible Endowments Coalition, a non-profit organization that supports over 75 colleges and universities managing $150 billion across the country implementing responsible investment policies. As an undergraduate at Swarthmore College, Morgan led the filing of the first student-led shareholder resolution since the apartheid era, successfully convincing Lockheed Martin to add sexual orientation to its non-discrimination policy and give domestic partner benefits. She has led trainings on responsible investment for hundreds of students across the country, in addition to working regularly with administrators and trustees. She was a Social Venture Network Innovation Award winner in 2007, and her work has been followed by national media such as the Wall Street Journal and Washington Post.
Graham Sinclair is a sustainable investment strategist, ESG investment architect and global project leader. His research and advisory engagements model investment architecture integrating environmental, social and governance factors in emerging and frontier markets, especially Africa. Since 2006 Sinclair & Company has delivered design and strategy for the IFC, UN, WBCSD, trillion-dollar investment managers, and international organizations. Before joining KLD in Boston, he worked in pensions consulting and investment banking through 2002. Graham has graduate degrees in business and law and leads sustainable investment seminars in North America, Europe and Africa. He resides in Vermont, USA and Cape, South Africa.
Cheryl Smith is Co-CEO, Chief Compliance Officer, and Senior Portfolio Manager at Trillium Asset Management Corporation, a premier socially responsible investment advisor. She began her investment management career at Trillium in 1987. In 1992 she joined United States Trust Company in Boston (now known as Walden Asset Management) as Vice President and portfolio manager, before rejoining Trillium in the fall of 1997. Cheryl serves as the chair of the the Board of the Social Investment Forum, as well as serving on the Board of the Episcopal Divinity School, and on the Steering Committee for the Institute for Responsible Investment. She is a Chartered Financial Analyst charterholder and a member of the CFA Institute. She is a member of the American Economic Association. Cheryl holds a B.S.F.S. degree from Georgetown University School of Foreign Service, and earned M.A., M. Phil., and Ph.D. degrees in
Economics from Yale University.
Cheyenna Weber is the Organizing Director for the Responsible Endowments Coalition, supporting students in bringing responsible investing to their social and environmental justice campaigns. Based in NYC, and originally from rural West Virginia, Cheyenna began organizing in Appalachia around the campaign against mountaintop removal mining. She was a lead organizer with the WV Economic Justice Coalition while pursuing a B.A. in History and English at West Virginia University. She has also served as a regional organizer for United Students Against Sweatshops and a community leader in the anti-war movement. After college she headed to grad school to study history, and taught for two years in community colleges in NYC. She is active in the US Solidarity Economy Network and the New Economy Roundtable. When not working on social justice issues she enjoys sailing on a 124-year-old schooner, writing, and hula hooping in lower Manhattan. Email her at organize@endowmentethics.org.