About Us

Steve Schueth, Chair

First Affirmative Financial Network, LLC

Steve Schueth is President of First Affirmative Financial Network. For over 20 years, Mr. Schueth has been a nationally recognized authority, consultant, and resource to the sustainable and responsible investment industry. He has been with First Affirmative since 1999. Between 1989 and 1997, he served as Vice President, Socially Responsible Investing at Calvert, and as President, Calvert Distributors. During this time, he led a team that developed the first global socially screened mutual fund in the U.S. and was responsible for Calvert's relationship with over 2,000 broker-dealer firms. Mr. Schueth was awarded the SRI Service Award by his industry colleagues in 1998.

Doug Arent, PhD

National Renewable Energy Laboratory (NREL)

Doug Arent, PhD is Executive Director of the Joint Institute for Strategic Energy Analysis at the National Renewable Energy Laboratory (NREL). He specializes in strategic planning and financial analysis competencies; clean energy technologies and energy and water issues; and international and governmental policies. Dr. Arent is a Senior Visiting Fellow at the Center for Strategic and International Studies, an author and expert reviewer for the IPCC Special Report on Renewable Energy, serves on the National Academy of Sciences Panel on Limiting the Magnitude of Future Climate Change, and is on the Executive Council of the U.S. Association of Energy Economists. Back To Top

Jan Bryan, CFP, AIF

First Affirmative Financial Network LLC

Jan Bryan, CFP®, AIF, owns and operates an independent financial planning firm by the same name. She is an investment advisory representative with First Affirmative Financial Network, LLC, an independent Registered Investment Advisory firm registered with the Securities and Exchange Commission. She has specialized in Socially Responsible Investing since 1990 working with individual clients and trusts to integrate investment needs and planning goals with client's values. Ms. Bryan is an Accredited Investment Fiduciary (AIF®) professional. She was elected to the Board of Directors of the Social Investment Forum in 2009. She speaks Spanish and currently works to build community investing in impoverished areas such as Guatemala.

Darragh Gallant

Jantzi-Sustainalytics

Darragh Gallant is Director of Jantzi-Sustainalytics' U.S. office. Prior to joining Jantzi-Sustainalytics, Ms. Gallant was Director of Marketing and Client Relations for KLD Research & Analytics, Inc. in the U.S., where she was responsible for client retention and services and external communication. She has extensive experience within the responsible investment industry in the U.S., having also spent over seven years as an environmental, social and governance (ESG) research analyst at both KLD and Citizens Funds, a socially responsible mutual fund company. Ms. Gallant currently serves as co-chair of SIRAN, the Social Investment Research Analyst Network, a working group of the Social Investment Forum.

Elizabeth Glenshaw

Clean Yield Asset Management

Elizabeth Glenshaw is the Managing Director for Clean Yield Asset Management, an asset management firm that promotes societal sustainability in its investment strategy. Prior to joining Clean Yield, she was Senior Vice President, Community Investment and Donor Relations, Calvert Foundation where she led multiple initiatives on both on the lending and investment side. Earlier in her career, Ms. Glenshaw managed client portfolios, integrating social criteria into a client's investment objective. She also crafted the Socially Responsible Banking Fund for Vermont National Bank (now Peoples United) which makes flexible loans in the areas of affordable housing, education, sustainable agriculture, downtown revitalization, environment and small business development. Back To Top

Taryn Goodman

RSF Social Finance

Taryn Goodman is the Manager of Impact Investing at RSF Social Finance, a nonprofit financial institution offering investing, lending, and giving services that support social and spiritual renewal. Ms. Goodman is responsible for managing RSF's $40 million Donor Advised Fund Impact Investing Portfolios as well as the newly launched Program Related Investing Fund focused on food and agriculture. Ms. Goodman first became involved with impact investing as an MBA candidate at the Johnson School at Cornell University where she helped launch BR MicroCapital, the first MBA student managed microfinance fund providing business and financial support to Tompkins County, NY. Back To Top

Bob Helmuth

Pax World Investments

Bob Helmuth is Senior Vice President, Stakeholder Relations, Pax World Management LLC. He is responsible for maintaining and advancing a wide range of relationships with various stakeholder constituencies including financial advisors across the nation who specialize in sustainable investing. Mr. Helmuth is also responsible for the company's presence at events and conferences, and its work with affinity and non-profit organizations. He is a member of Pax World's Corporate Social Responsibility Committee. Prior to joining Pax World in 2001, Mr. Helmuth served in marketing management positions with companies in the cable television industry, including ESPN, Daniels & Associates, Cablevision Industries and more recently the Starz Media Group. Back To Top

Paul Hilton, CFA

Calvert

Paul A. Hilton, CFA, is Director, Sustainable Investment Business Strategy at Calvert where he leads SRI product and business development focusing on the institutional and international arenas. Since joining Calvert in 2005, he has also held senior positions in Calvert's Marketing and Equities departments. Previously, Mr. Hilton was Portfolio Manager, Socially Responsible Investing at The Dreyfus Corporation. He also served as a research analyst in the Social Awareness Investment (SAI) program at Smith Barney Asset Management, then a division of Citigroup. He is a former Treasurer of the United Nations Environment Programme Finance Initiative (UNEP-FI), and current member and former co-chair of its Asset Management Working Group.

Phil Kirshman, CFA, CFP

The Leonard Social Investment Group at UBS Institutional Consulting

Phil Kirshman, CFA, CFP, is a Financial Advisor and Portfolio Manager, The Leonard Social Investment Group at UBS Institutional Consulting. Prior to UBS, he joined the Social Responsible Investing (SRI) community when he became Director of Business Development at Progressive Asset Management. His responsibilities included product development, marketing and communications, asset management, and advisor compliance oversight. Mr. Kirshman began his financial services career in 1992 as a Financial Advisor with Smith Barney. Subsequently, he moved to Wachovia Securities where he was a Portfolio Manager and Associate Vice President, managing investment portfolios for high net worth clients and retirement plans. Back To Top

Leslie Lowe

Leslie Lowe, JD, is an attorney who specializes in environmental law, and corporate environmental disclosure and governance. In addition to organizing grass roots and investor campaigns for environmental accountability, her current work focuses on incorporating concepts from ecological and biophysical economics in financial and public policy analysis. For the past seven years, Ms. Lowe directed the Energy & Environment Program at the Interfaith Center on Corporate Responsibility (ICCR). Previously, she was Executive Director of the New York City Environmental Justice Alliance. Ms. Lowe is a member of the American Bar Association's Committee on Environmental Disclosure.

Craig Metrick

Mercer Investment Consulting

Craig Metrick is Principal and US Head of Responsible Investment for Mercer where he consults to public, private and foundation clients on implementing responsible investment principles and mandates. Previously, Mr. Metrick was Director of the Corporate Benchmarking Service (CBS) at the Investor Responsibility Research Center, Inc. (IRRC). Mr. Metrick has authored or co-authored several public reports at Mercer, including "Universal Ownership: Opportunities and Challenges"; "Defined Contribution Plans and Socially Responsible Investing in the United States: A Survey of Plan Sponsors, Administrators and Consultants"; "Investing in Clean Energy, Clean Technology and Carbon Trading: Insights for Investors"; and "Energy Efficiency and Real Estate: Opportunities for Investors". Back To Top

JB Miller

Mennonite Mutual Aid (MMA)

JB Miller is Vice President of Investment Products at Mennonite Mutual Aid (MMA), where he is responsible for product management and product development. He has been with MMA for more than 20 years, and led the development of their first proprietary mutual funds, the MMA Praxis Mutual Funds, in 1994. During his tenure at MMA, Mr. Miller has held a number of positions, including Executive Director of The Mennonite Foundation, and Vice President of Financial Services. He is the author of a number of articles on business related topics with a focus on integrating values into one's work. Back To Top

Dan Nielsen

Christian Brothers Investment Services

Dan Nielsen is the Director of Socially Responsible Investing at Christian Brothers Investment Services, Inc. (CBIS) where he is responsible for the direction and management of all elements of the socially responsible investing program. CBIS manages $3.8 billion of assets on behalf of over 1,000 Catholic institutions. Prior to Christian Brothers, Mr. Nielsen was the Manager of Socially Responsible Investing at the General Board of Pension and Health Benefits of the United Methodist Church. Previously, he was the Executive Director of the Global Philanthropy Partnership, a non-profit organization whose principle aim was the promotion and expansion of philanthropy targeting international development issues. Back To Top

Judy Seid, CFP

Blue Summit Wealth Management

Judy Seid, CFP, is the President and Founder of Blue Summit Wealth Management.

As Branch Manager, she oversees the activities of associates in the firm, while managing a select group of clients; concentrating on wealth management and financial planning strategies for families, business owners, inheritors, and retirees. She has conducted hundreds of seminars & workshops on topics including Socially Responsible Investing, Financial Planning & Investments, Senior Estate Planning, Pre-retirement planning, and Long Term Care Insurance planning, has spoken on the radio, and is often quoted in publications. In 2009, Ms. Seid was recognized as SRI Advisor of the Year by "Boomer Market Advisor Magazine".

Meg Voorhes

Social Investment Forum

Meg Voorhes is Deputy Director and Research Director of the Social Investment Forum. Previously, she directed environmental, social and governance research for RiskMetrics Group's Financial Research and Analysis division. Her duties included editing Corporate Social Issues Reporter, and heading the firm's Sustainability Task Force. For much of her career at the Investor Responsibility Research Center (IRRC), which the Institutional Shareholder Service unit of RiskMetrics Group acquired in 2005, Ms. Voorhes specialized in issues related to multinational investment in South Africa, including directing IRRC's Southern Africa Service and later its Social Issues Service, where she coordinated the organization's research on social issues raised by shareholders at U.S. companies. Back To Top

David Wood

David Wood, PhD, is Director of the Initiative for Responsible Investment (IRI), a project of the Hauser Center for Nonprofit Organizations at the Kennedy School of Government, Harvard University. He has directed projects on responsible investment across asset classes, responsible investment consulting, mission investment, invest use and corporate disclosure of environmental, social, and governance issues, responsible property investment, and offshore investment in sustainable small and medium-sized enterprises, among other topics. Before joining the IRI, Dr. Wood taught the history of ethics, including the history of economic thought, at Boston University.