I spent the first half of my life on the East Coast and the second half on the West Coast…. from Manhattan to Manhattan Beach. I worked in the institutional bond business for 30 years in Sales, Portfolio Management and Client Services, spending the last 19 years at Western Asset, where I was Head of their Endowment, Foundation and Healthcare channel. During that time, I was fortunate to work closely with investors to assure that their guidelines aligned with their beliefs, also known as Socially Responsible Investing (SRI).
In 2017 I joined TriLinc Global and was enlightened by the impact that private capital can have, especially on Small and Medium Enterprises (SMEs) in developing economies (EM), where access to capital is significantly constrained or non-existent.
In 2020 I launched Impact Capital Partners to make a difference in my own way – by creating a platform to facilitate the flow of capital from institutional investors to “impact investments.”
My happy place is the great outdoors and I love hiking and connecting with Nature. When there, I always try to respect the Leave No Trace (LNT) principles, so that future visitors will have the same (or better) experience when they pass by too.
I also believe it is our responsibility to leave the planet the same (or better) for our children, so I am happy to be trying to do my part every day!