
Advisors
Thank you to our strategic advisors, who inspire our work and whose experience guide our mission.
Monica Erickson, CFA
Founding Partner
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, Inclusion
CFA Institute
Paul Olschwanger
Founder, Chief Inspiration Officer
Wendell Rhoads Consulting
Jade Scipioni
Senior Reporter, Journalist
CNBC
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
Lynn Raebsamen, CFA
COO
Global Swiss Learning