The Social Investment Council is a group of highly talented and socially conscious rising leaders from the private sector who support and spread the word of Echoing Green’s work both formally through fundraising events and informally to their peers. Learn more.

New Members

David Batt London

David works at Barclays as a corporate banking graduate in the Manufacturing, Transport & Logistics team based in London. He graduated from the University of Maryland’s Smith School of Business in 2011 with a B.S. in International Business. As an undergraduate, David studied abroad at Fudan University in Shanghai and HKUST in Hong Kong. He is actively involved in delivering skills-based volunteering as part of the Barclays citizenship initiative. David grew up in New Jersey and enjoys tennis, hiking, and traveling in his free time.

Spencer Butwin New York

Spencer is currently a member of the Goldman Sachs Urban Investment Group (UIG), which deploys firm capital by making investments and loans that benefit urban communities. Prior to UIG he worked at Goldman Sachs in a Global Hedge Fund Sales role. Spencer graduated Pennsylvania State University Smeal College of Business with distinction, where he earned a BS in Finance and Minor in International Business.

Lauren Farleigh Bay Area  

Lauren works as a Product Manager at Pocket Gems, a mobile gaming startup in San Francisco. Prior to joining Pocket Gems, she was a management consultant at Bain & Company. Lauren was born and raised in Alaska and graduated cum laude from Dartmouth College with a BA in Psychology and Sociology. She serves as a tutor for Minds Matter of San Francisco, a mentoring program that helps low-income students prepare for college and enjoys skiing, reading, and yoga in her free time.

Ben Forman Bay Area

Ben is an Associate at TPG, a global investment firm where he focuses on a broad range of credit investments for the special situations hedge fund. Prior to joining TPG, Ben worked at Littlejohn & Company, a middle market private equity firm, and Rothschild, a global investment banking firm. Ben is on the Board of the San Francisco chapter of Boys Hope Girls Hope, an organization which helps motivated children-in-need meet their full potential by providing family-like homes, opportunities and education. Ben received a BA in Philosophy, Politics and Economics from the University of Pennsylvania, Magna Cum Laude, where he received admission to the Pi Gamma Mu honors society.

David George Bay Area 

David is a vice president at General Atlantic, a global growth equity firm, where he focuses on investments in internet and software. David graduated with an MBA from Stanford and a BBA in Finance and minor in Public Policy from Notre Dame. He previously worked at Friedman Fleischer & Lowe in San Francisco and William Blair in Chicago. In his spare time, he enjoys reading, Notre Dame football, University of Louisville basketball and golf.

Jonathan Godbout DC

Jonathan is currently a Managing Consultant at the IBM within their Public Sector Business and Operational Transformation service area and specializes in project management, strategic planning, data analytics, and process improvement. He is focused on business operations and logistics challenges for government clients operating in developing countries. He has worked with clients from the United Nations, Department of Defense, Department of State, and US Agency for International Development. Prior to joining IBM, he graduated from Colby College in 2008 with a BA in International Economics. He has a high degree of enthusiasm for addressing problems associated with social inequality, economic sustainability, and extreme poverty.

Anna Khan New York

Anna is a venture investor at Bessemer Venture Partners.Prior to joining Bessemer, Anna was Chief of Staff at 4INFO, a mobile advertising company. She co-founded and served as Director of Strategy and Corporate Development at Palindrome Advisors, a nonprofit advisory firm focused on board matching, startup mentorship and nonprofit education for executives. While at Palindrome, Anna led the prioritization of potential initiatives by assessing impact and cost implications. Anna also worked as a summer analyst at Goldman Sachs and Morgan Stanley in their investment management division and at The Albright Stonebridge Group, a global strategy firm led by Former Secretary of State Madeleine Albright where she analyzed emerging markets in Turkey, Lebanon and China. Anna is a triple major and holds a B.A. with honors in Political Science, English Literature,and Science, Technology, and Society (STS) from Stanford University. She spent a quarter researching information technology expression and durability in South Asian markets and wrote her honors thesis on the consumption of religion through web-based communication. Anna is a member of the Cap & Gown Academic Honor Society and was President of Stanford Women in Business, a 600+ student organization. She is a published poet and an Op-Ed Columnist for the Express Tribune. Anna maintains a blog at

Stuart Landesberg Bay Area

Stuart is the Founder & CEO of ePantry. ePantry's mission is to shrink the environmental footprint of American homes by making sustainably produced household products the most convenient option for busy consumers. Prior to founding ePantry, Stuart was employee #2 at Toro Investment Partners and at the Vincraft Group, start-ups raising over $100 million collectively, and an Associate at TPG, a global private equity firm based in San Francisco. He is on the Board of Directors of Donelan Family Wines and is an advisor to several startups. Stuart graduated Magna cum Laude, with Distinction from Amherst College, with a B.A. in Economics and Spanish. In his spare time, Stuart enjoys running, skiing, squash, reading, behavioral economics and the New York Yankees.

Marian Leitner DC

Marian is an analyst for the Innovative Finance team at GAVI Alliance, a unique public-private partnership that develops and supports innovative ways to increase immunization in developing countries. Marian focuses primarily on the innovative finance product the GAVI Matching Fund, which seeks to leverage resources, technology and expertise from the private sector. Prior to joining GAVI, Marian spent two years as a Strategy & Innovation Analyst at AXA-Equitable in New York. As a Strategy & Innovation Analyst, Marian created a cross-functional task force to tackle entrenched organizational problems, and to develop business plans in key strategic areas. She is also the Co-Founder, and Publisher of Explosion-Proof Magazine, a literary quarterly based in Brooklyn, New York. Marian graduated from Johns Hopkins University with a Bachelor of International Studies.

Alexis Meredith Bay Area

Alexis is a project manager at SolutionSet, an emerging provider of integrated digital marketing solutions. Alexis focuses in building leading-edge websites and applications that support business objectives and a positive user experience. Prior to SolutionSet, Alexis worked at Brilliant Earth, a leading online provider of conflict free diamonds and eco-friendly gold. She serves on the board of Spark, a non-profit that funds grassroots women’s groups. Alexis graduated from Stanford in 2010 with a B.A. in International Relations and an M.A. in Organizational Theory.

J. Regalado New York

J. works within the Business Development group of Barclays Electronic Trading and focuses on algorithmic and dark pool development. He graduated from the University of Michigan Ross School of Business in 2011 with a degree in Finance and Accounting, where he was a BP Excellence Scholar and graduated with high distinction. As an undergraduate, he interned with Permal Group and the Merrill Lynch Private Banking group raising capital for investors and managing funds of high-net-worth individuals. In his free time, he enjoys reading and traveling abroad.

Laura Rodgers New York

Laura is an Associate at Solera Capital, a growth-focused, private equity firm. She focuses on new opportunities for investment, deal structuring and valuation, and due diligence. Additionally, she works with the management teams of the existing portfolio, setting goals, engaging in partnership discussions, and driving company strategy. Laura graduated from Barnard College at Columbia University in 2010 with a degree in philosophy, specializing in 20th century continental philosophy. She enjoys wheel pottery, tennis, and going to the zoo.

Claire Totten New York 

Claire is an analyst at Morgan Stanley in the Securitized Products Group. She graduated cum laude from Harvard College in 2011 with an AB degree in Sociology, dedicating a large portion of her studies to Social Entrepreneurship. Prior to joining Morgan Stanley, the bulk of her experience was social enterprise related related. Claire started her own social venture at 14, which she continued to pursue while at Harvard. In collaboration with the California Board of Education, Claire founded a debate program for the children of migrant farm workers. The program focused on education and civic engagement. She also has experience working with various nonprofits, including The Boys and Girls Club and Jumpstart. In her spare time, Claire is a member of the Leadership Council for The Resolution Project, and advises fellows on their social ventures.

Tina Walha Seattle 

Tina is a Manager in Accenture’s Strategy Practice, specializing in strategic planning, policy analysis and formulation, and organizational transformation. While at Accenture, Tina has focused on helping public service clients including a national nonprofit organization and government agencies at the Federal, state, county and local level. Tina’s non-Accenture experience includes serving as a Policy Advisor in the New York City Office of the Mayor under the Bloomberg administration. Tina's specific areas of interest are related to urban policy and economic development, human services and improving citizen outcomes, and social financing innovations.

Tina holds a Master’s in Public Affairs from the Woodrow Wilson School at Princeton University and a B.A. from the University of North Carolina-Chapel Hill, where she majored in Economics and International Studies. In her free time, she enjoys hiking, cooking, and chasing after her disobedient dog.

James Watson Bay Area

James is an Associate in the healthcare group at TPG Capital, a global private equity firm based in San Francisco. Before TPG, he worked in NYC as an Investment Banking Analyst in the healthcare group at Goldman Sachs. James graduated Phi Beta Kappa and Magna Cum Laude from Dartmouth College with a major in Engineering. In his spare time, James enjoys playing basketball, squash, and golf as well as travelling.


Andrew Klaber New York Regional Co-Chair

Andrew is an investment analyst at Paulson & Co, a multi-strategy hedge fund in New York. He is also the founder and president of Orphans Against AIDS, an international non-profit organization that provides more than 600 children who have been orphaned or made vulnerable by HIV/AIDS with academic scholarships, nutrition, and health care. Klaber graduated from Yale College summa cum laude, earned Masters of Science degrees in Financial Economics and Economic History as a Marshall Scholar at Oxford University, and holds a JD/MBA from Harvard Law School and Harvard Business School.

Sophie Marchessou New York Regional Co-Chair 

Sophie is currently an engagement manager at McKinsey & Company in New York, where she focuses on retail, luxury and consumer goods. Originally from France, Sophie also worked 3 years for McKinsey & Company in Paris. Outside of France and the US, she spent extensive time in Asia – working in China for Mars for 6 months, and volunteering for an NGO in Cambodia for 2 months on education and micro credit projects. Sophie received a degree in Economics at HEC in Paris and an MBA from Harvard Business School.

Sam Miller-Little Bay Area Regional Co-Chair 

Sam is the director of User Acquisition for Apartment List, a growing apartment-search startup based in San Francisco.  Prior to joining Apartment List, he spent time as a management consultant with Oliver Wyman in their financial services practice and as an analyst with Emerging Capital Partners, an African focused private equity firm.  He received his B.A. in History and Economics from Cornell University.  Sam’s previous volunteer work includes teaching English in Tanzania during a nine month driving trip he completed across Sub-Saharan Africa. Sam can be found running, sailing or hiking in his free time.

Vishal Rungta Bay Area Regional Co-Chair

Vishal is an associate in Business Operations and Strategy at Google, where he works on strategy, new product/market growth, and operational improvements across the Company's diverse products. Prior to joining Google, Vishal was an Associate at TPG, a global private equity firm based in San Francisco. Before TPG, he worked in NYC as an Investment Banking Analyst at Moelis & Company. Vishal graduated Summa Cum Laude with a B.B.A from the University of Michigan's Ross School of Business. In his spare time, Vishal enjoys playing tennis, ping pong, and basketball as well as spending time reading and travelling.

Justin Kang Boston Regional Co-Chair

Justin Kang manages 140+ campaign advocates in 46 states for Opportunity Nation, a bipartisan, cross-sector national campaign made up of more than 250 non-profits, businesses, educational institutions, faith-based organizations, community organizations, and individuals all working together to expand economic opportunity and close the opportunity gap in America. Prior to this role, he supported dozens of entrepreneurs at two nationally recognized business accelerators as an Associate at MassChallenge and as an Associate Director at the Unreasonable Institute. He is also a StartingBloc Fellow and volunteers for numerous local nonprofits including Big Brothers Big Sisters.

Kevin McCarthy Boston Regional Co-Chair

Kevin is an associate with Century Capital, a private equity firm based in Boston.  Prior to Century, Kevin was an associate with Symmetric Capital, a growth equity firm with a focus on technology, business services and healthcare investing. His volunteer work includes being a visiting resource for a young man at the Plummer Home for Boys, a group home in Salem, MA and mentoring high school-aged students at YearUp Boston. Kevin received a BA from Dartmouth College where he was a four year letter-winner for the Men’s Ice Hockey Team. He currently resides in Boston and his other interests include experimenting in the culinary and photographic arts, travel and all things sports.

Ishan Sachdev Boston Regional Co-Chair 

Ishan Sachdev is currently a second year MBA student at Harvard Business School. While at HBS, he interned at the US Department of the Treasury where we worked on financial markets policy.  Prior to HBS, he worked as an investor at Bain Capital Ventures, where he did early stage and growth equity investing, and at Goldman Sachs, where he was proprietary credit trader, as well as at two startups, iPay Technologies and a business incubator at Avery Dennison.  He also volunteers with American Corporate Partners, a non-profit which connects returning military veterans interested in entrepreneurship with private-sector mentors.  He received undergraduate and graduate degrees from MIT, both in computer science and electrical engineering.  In his spare time he likes to ski, explore new restaurants, and watch bad reality television.

Ali Cherry DC Regional Co-Chair 

Ali Cherry is the founder, CEO of Snack Packers, a healthy snack delivery service that improves workplace wellness and productivity. In addition, she maintains active roles in health promotion including working with the United States Healthful Food Council and Weight Watchers. Prior to focusing on health behavior change, Ali spent eight years developing creative online marketing strategies to help dozens of social cause organizations grow audiences of engaged supporters. Ali has been a business development consultant working on customer communication and user experience for a start-up online marketplace in Hyderabad, India, was the Online Campaigns and Marketing Director at Beaconfire Consulting and Director of Marketing at Grassroots Enterprise. Since 2009, Ali has served on the Social Investment Council of Echoing Green, an organization dedicated to promoting social enterprise. Ali has a BA from Hamilton College, an MBA from University of Maryland’s Smith School of Business and her certification in health coaching from the Institute for Integrative Nutrition.

Julie Heath DC Regional Co-Chair

Originally from Arkansas, Julie received her A.B. from Harvard in 2009 with a degree in the Comparative Study of Religion. She then spent two transformative years in the 9th ward of New Orleans, LA teaching Algebra I through Teach for America. While there, she both achieved the highest math scores among traditional public schools in the district and saw the vast amount of work remaining to be done to close the achievement gap. She now work for Harvard's Federal Relations team in Washington, D.C. Among other issues like science and medical research funding, she advocates for the accessibility and affordability of higher education. In her free time, she likes to play tennis, travel, and dream up ways to improve education and lives.


Kate Aitken London

Kate is an investment banking assistant vice president in the Equity Advisory group at Barclays in London. In addition to her three years of experience in mergers and acquistions for financial institutions, Kate has served twice as an elected representative on the firm’s Global Advisory Committee and held leadership positions in the Women’s Initiatives Network’s Junior Advisory Council and the firm’s analyst recruitment program. Through her work with Echoing Green, Kate became involved with Shining Hope for Communities, co-founded by EG Fellows Jessica Posner and Kennedy Odede; she is currently working with Shining Hope on strategic funding initiatives and establishing their young professionals’ board, and was a charity runner for Shining Hope in the 2012 Marathon de Paris. Kate also volunteers as a Class Agent for the Yale Alumni Fund, which supports the university’s basic operations and provides need-based financial aid for students. As an undergraduate, Kate studied abroad at Peking University in China and spent summers working at the intersection of government and finance in New York, Brussels, and Beijing. She holds a BA in political science with distinction from Yale University and enjoys yoga, opera, and travel in her free time.

Seema Amble Johannesburg

Seema is currently an investment associate at LeapFrog Investments. Previously, she worked at Altamont Capital Partners in the San Francisco Bay Area and at The Blackstone Group in New York. Seema worked to set up the Bay Area chapter of the Social Investment Council and was previously a Co-Chair. She also volunteers with several mentoring programs, is actively involved with Harvard Alumni activities. Seema graduated from Harvard College magna cum laude, phi beta kappa with an AB in Economics. Seema currently resides in Johannesburg, South Africa.

Aditi Banga Bay Area

Aditi is an associate product manager at Pocket Gems, a mobile games startup based in San Francisco. Prior to joining Pocket Gems, she worked for Monitor Group in New York where she led the Women’s Network for Monitor’s New York office and participated in many volunteer and pro-bono consulting initiatives through both the Women’s Network and Monitor’s partnership with the Robin Hood Foundation. Aditi received a BA in History and Science from Harvard University in 2009, graduating magna cum laude with highest honors in her field. She is from New York, but has also lived in India, London, Brussels, and Hong Kong while growing up. Aditi loves traveling, sports (especially soccer, tennis, and baseball), and art museums.

Allison Baum New York

Allison works as an Education Programs Producer at General Assembly, and she is also Associate Producer of The Micro-lending Film Project.  She grew up outside Chicago, IL, and attended Harvard University where she graduated cum laude in 2009 with a degree in Economics and a Secondary in Film Studies.  She currently resides in Tribeca and enjoys travelling, reading and painting in her free time.

Katherine Boas New York

Katherine, a former Social Investment Council Co-Chair, is a Principal at CM Equity Partners, a private equity firm that specializes in investing in government contracting businesses. She also supports the Barefoot MBA, an adaptable tool she created to teach basic business skills to microloan recipients and other undereducated entrepreneurs anywhere. Previously, she was a manager at McKinsey & Company. Prior to graduate school, she worked as a journalist for The Providence Journal and The New York Times and ran a foundation. She received an MBA with a Certificate in Public Management from Stanford and an AB in political science from Brown.

Roxanne Campbell New York

Roxanne was most recently vice president in the Credit & ABS Risk Solutions group in the Fixed Income Division of Barclays Capital. Based in New York, Ms. Campbell structured credit linked notes, repackaging transactions and capital efficiency transactions. Ms. Campbell joined Barclays Capital in September 2008 from Lehman Brothers, where she spent several years structuring and trading credit derivatives, synthetic CDOs, asset backed transactions, cross product structures and niche proprietary investments. While at Lehman Brothers, she was also a recruiting team leader for Lehman Brothers Women's network (WILL). Her team encouraged undergraduate and graduate women to consider a career in financial services. Ms. Campbell received an MBA from Columbia Business School and a BA in Economics with a minor in actuarial mathematics from the College of Arts & Sciences at the University of Pennsylvania.

Alejandra Caro London

Alejandra is currently pursuing an MBA at London Business School. On top of her MBA studies, she has been working as a freelance consultant for Kering Luxury Division's COO. Previously, Alejandra was a London based senior associate in investment banking at Barclays Capital, where she was also an elected member of IBD’s Global Advisory Committee. Alejandra joined Barclays Capital in 2007 as an ABS structurer having worked before in the LatAm equity derivatives team at Merrill Lynch. Alejandra is a member of the English National Ballet’s annual gala organising committee and supports the ballet in fundraising and other activities. She also teaches career planning and development at CUNEF university in Spain. Born and raised in Madrid, she speaks English, Spanish, Portuguese, French and she is learning Chinese.

Elizabeth Cassidy Chicago

Elizabeth works as an assistant portfolio manager in the fixed income division at Driehaus Capital Management. Previously, she worked as an analyst in the Corporate Principal Investing & Trading group at Merrill Lynch, focusing on distressed public and private debt and equity investments. Prior to Merrill Lynch, she worked in the Global Industrial & Services investment banking group at Credit Suisse in New York and London. She graduated cum laude from Middlebury College with a BA in Economics and French and received an MBA from Duke University's Fuqua School of Business. She is an active volunteer with the Posse Foundation in Chicago.

Daniel Chorney New York

Dan is a vice president at Bernstein Global Wealth Management, where he works as a business analyst in the Private Client National Group. Dan is responsible for leading firm-wide strategic business initiatives related to product development, infrastructure improvement and international expansion. Prior to his current role, Dan worked as a member of the Private Client International Strategy team where he was responsible for developing Bernstein’s non-US private client practice and identifying trends in the international high net-worth marketplace. Before joining Bernstein in 2003, he worked at Merrill Lynch as a Senior Specialist in their Stock Option Group. Dan earned a BA from the University of Vermont in 2002 and an MBA from the NYU Stern School of Business in 2009.

Jason Costi New York

Jason works in BlackRock’s Global Private Equity division. Previously, he was an associate at Tower Three Partners, an operationally focused private equity firm, where he focuses on developing and implementing turnaround plans for underperforming businesses. Prior to joining Tower Three Partners, Jason was an associate at The Carlyle Group, where he focused on Leverage Buyout opportunities in the Industrial Sector. Previous to that, he was an Analyst in the Restructuring and Reorganization group of The Blackstone Group and an analyst in the Global Industries Group at Bear, Stearns & Co. Inc. Jason received a BBA degree from Emory University and an MBA from Harvard Business School.

Stonington Cox Hong Kong

Stoney is currently a senior associate at Macquarie Capital Advisors, where he works in the Real Estate group focusing on vetting, structuring, advising and marketing primarily third party real estate private equity funds for emerging markets fund managers. Prior to working at Macquarie, he worked at GMAC/Pacific Union Real Estate Group in San Francisco where he co-founded and chaired the Urban Land Institute’s San Francisco Young Leaders Group. Stoney sits on the board of the JCSC Foundation as well as the Turtle Ridge Foundation. He holds a BS in Foreign Service with honors from Georgetown University SFS and an MBA from Columbia Business School.

Jed Cullen New York

Jed is an investment professional at American Securities, a private equity firm in New York. He previously worked as an analyst in Deutsche Bank’s Financial Sponsors Group. Jed graduated magna cum laude, Phi Beta Kappa from Pomona College, where he served as student body president and won departmental honors in Mathematics and Economics. While enrolled at Pomona, Jed studied abroad at Oxford University, where he studied behavioral economics, played for the national champion varsity ice hockey team, and was a member of the Oxford Union. Jed grew up in Stowe, VT and enjoys tennis, backcountry skiing and ice hockey.

Mark Degenhart New York

Mark is an associate at Douglas C. Lane & Associates, a registered investment advisory firm. Prior to joining DCLA, Mark attended Lehigh University where he received a Bachelor of Science in Finance and Economics. While completing his degree, Mark was a Martindale Scholar and a member of the varsity track and field and cross country teams. As an undergraduate, Mark interned at Pro Mujer, a microfinance institution headquartered in New York City that operates in five Latin American countries.  Mark is also a Level II candidate for the CFA designation.

Carrie Denning DC 

Carrie is currently a Research Assistant at the Brookings Institution’s Metropolitan Policy Program. Prior to Brookings, she was a consultant at IBM, where she focused on transportation and logistics challenges for government clients. She will enroll at the Stanford Graduate School of Business in September, 2013. Prior to IBM, Carrie was a Lokey Fellow at the Environmental Defense Fund. She also spent time in Mumbai, India, working with Bombay First and the Mumbai Metropolitan Region Development Authority on their metro system. Carrie has published several papers on urban development and open space conservation in Biological Conservation and for the Nature Conservancy. Carrie has an MA from Stanford in Sociology (2009) and a dual BA (2008) in History and Art History, also from Stanford.

Nell Derick Debevoise New York

Nell works to inspire private and non-profit sector professionals about the promise of sustainable capitalism by promoting investment in international development, particularly for education and entrepreneurship projects. Current efforts include education reform in Mozambique and a luxury skin care product sourced in Uganda. She also remains involved with Tomorrow's Youth Organization, of which she was founding director, a non-profit that promotes social and economic development for children and women in the Middle East. Nell earned a degree in psychology at Harvard College and Masters in education policy at Cambridge (UK) and intercultural education at the Universitá di Roma (Italy). In January 2012, she earned MBAs from Columbia and London Business Schools through their Global Executive program. At Columbia, she sat on the student board of the Sanford C. Bernstein & Co. Center for Leadership and Ethics. She has lived and worked in Japan, England, France, Italy, Lebanon, and Palestine, and speaks French and Italian fluently as well as some Arabic, Japanese, and Brazilian Portuguese.

Brian Dunlap Bay Area

Brian is currently pursing an MBA at Stanford. Prior to graduate school, Brian was senior associate at General Atlantic, where he works on global growth equity investments in Latin America, with a focus on Brazil. Prior to joining GA in 2008, Brian worked in Morgan Stanley's Financial Sponsors Group, where he worked with private equity clients across sectors. Brian holds a BA in Public Policy with a concentration in Social Entrepreneurship, and an MA in International Policy Studies with concentrations in International Political Economy and Latin America from Stanford University. In his free time, Brian enjoys working with a number of socially-driven organizations, sports, travel, and youth mentorship.

Quentin M. Fogan New York

Quentin is a vice president at Bank of America/Merrill Lynch in the Commercial Real Estate Structured Finance group. Since joining the firm in 2005, Quentin has focused on commercial mortgage origination, asset management, debt restructuring and international asset dispositions. Prior to Bank of America, Quentin worked in commercial real estate at Royal Bank of Canada. Quentin holds a BS in Business Administration from Wake Forest University's Calloway School of Business, a Graduate Certificate in Commercial Real Estate and Investment from NYU, and a MS in Real Estate Development from Columbia University. Quentin is from Buffalo, NY.

Charlie Friedland Bay Area

Charlie works as an Associate at Summit Partners on their Venture Capital team. Prior to joining Summit Partners, Charlie worked as an Analyst in the Investment Banking Group at Morgan Stanley. Charlie graduated with a BA in economics from Dartmouth College in 2010. Charlie’s volunteer work includes working with Stoked!, a mentoring program that promotes personal development, academic achievement, and healthy living to under-served youth through action sports. Charlie used to be a semi-professional snowboarder riding for Burton and Smith Optics traveling to film-shoots and contests across the country.

Neeral Gandhi New York

Neeral is a Consultant at Oliver Wyman in their financial services practice. Neeral graduated cum laude from Harvard University in 2012 with a BA in Economics. As an undergraduate, she interned with Citigroup, Goldman Sachs, and Teach for America. She is also a member of the Harvard Undergraduate Women in Business Alumni Board. Neeral loves to play tennis, bike, try all types of new cuisine, and travel. 

Andrew Gustin New York

Andrew is a vice president at Chilton Investment Company, where he focuses on the industrial and transportation sectors. He attended Stanford University, receiving a BA in English, an MBA, and an MA in Education. While at the Graduate School of Business, he co-led the Board Fellows program, connecting business school classmates with nonprofit boards in the Bay Area. Prior to business school, he worked for three years at Fred Alger Management, investing in technology companies.

Jonathan Gurwitz New York
Jonathan is an Associate at General Atlantic, a global growth equity firm, where he focuses on investments in the Financial Services sector. He joined General Atlantic's New York office in 2012. Prior to joining General Atlantic, Jonathan was an investment banking analyst at Morgan Stanley in the Financial Institutions Group based in New York. Jonathan graduated from Dartmouth College in 2010 with a B.A. in Mathematics. In his free time, Jonathan enjoys adventurous travel, tennis and skiing.

Amir Har-El New York

Amir is a proprietary equity trader at Trillium Trading LLC, where he focuses on event-driven, news-based, and market inefficiencies trading. He graduated from the University of Maryland's Smith School of Business in 2010 with a B.S. in General Business/Entrepreneurship and a minor in Jewish Studies. In the future, he plans to pursue an MBA and realize his entrepreneurial aspirations.

Kirstin Hill Council Vanguard, New York

Kristin is a Managing Director and Head of Origination and Product Development for the Capital Markets team at Merrill Lynch Wealth management. Prior to her role in Wealth Management, Ms. Hill worked in Equity Derivative Structuring and Trading in the Global Markets division of Merrill Lynch in New York, London, Hong Kong and Australia. She received her A.B. from Harvard University.

Michael Hinckley New York

Michael is an investment banking analyst in Deutsche Bank’s Financial Sponsors Group, where he works with private equity clients on leveraged buyouts, recapitalizations, and portfolio monetization across several sectors. He co-authored Microfinance: The Way of Grassroots Finance, a book that chronicles the complex history and evolving current state of the microfinance industry. Michael graduated from Amherst College in 2009 with a BA in Economics and a Five College Certificate in International Relations.

Lauren Hubbell New York

Lauren is currently a first-year student at Columbia Business School. Most recently, Lauren was a Senior Associate at Macquarie Capital, responsible for raising private capital for Macquarie's clients as well as co-investment capital for acquisitions made by Macquarie's principal funds. Prior to Macquarie, Lauren worked as an investment banking analyst at Banc of America Securities, where she was member of the Financial Institutions Group and focused on advising insurance companies on M&A opportunities and capital raises. Lauren received a BS/BA in Business Administration from University of North Carolina at Chapel Hill in 2005

Lilah Hume New York

Lilah is an associate at KKR, where she covers the Energy and Consumer industries as a member of the North American Private Equity Group. She also led KKR's first annual NYC Marathon team for the Robin Hood Foundation this past fall and, while at KKR, has spearheaded a partnership wtih Citizen Schools. Formerly, she worked at Bain & Company, where she was also the Office Head for Inspire, a non-profit consulting group founded by Bainees; in that role, Lilah provided consulting support to a number of New York non-profits devoted to youth development, including Year Up, Cool Culture, Baby Buggy, and New York Road Runners. Lilah received a BA in English and History from Yale University in 2009. During her time at Yale, she chaired Yale’s largest community service group, Community Health Educators, which teaches health education in New Haven Public Schools, and worked for Teach for America as a Campus Campaign Coordinator.

Michael T.M. Jones New York

Michael is the senior vice president, International Network, of Central National-Gottesman Inc, a privately held trading company in the forest products industry. Previously, Michael was a managing director at MESA Securities. Prior to MESA, Michael was executive vice president & CFO of Lambert Media Group. Michael has been a Board member of the Library Foundation of Los Angeles since 2004, where he served for two years as vice president on the Foundation's Executive Committee and is the founder of Young Literati, the Foundation's junior council. Michael is a graduate of Columbia Business School and Brown University.

Andrew Karlin Philadelphia

Andrew Karlin is currently pursuing a joint MBA / MA degree at the Wharton Business School and the Lauder Institute at the University of Pennsylvania. There, he is concentrating on Entrepreneurial Management and East Asian studies. He is currently serving as a Fellow with the Wharton Social Impact Initiative. Previously, he was a Research Manager in New York at GLG. Prior to that, he worked in the New York office of the boutique financial and economics consulting shop, Cornerstone Research. For the past few years, he has also partnered with the founder CEOs of tech and social impact start-ups, including one focused on communication and emergency response systems on college and university campuses. Andrew graduated cum laude from Yale University with a double major in History and Economics, with Distinction. At Yale, he was active in community outreach programs to Asia and the developing world. Through Reach Out for International Development, for instance, he participated in an outreach trip to Turkey and led a summer trip to India.

Erica Karlin Boston

Erica is currently enrolled in an MBA program at Harvard University.   Previously, she was an associate at H.I.G. Growth Partners, which is H.I.G. Capital's growth equity arm.  In this position, she was responsible for the sourcing, analysis, and execution of new investment opportunities.  Prior to joining H.I.G., Erica was an investment banking analyst at Rothschild, where she advised companies in a variety of industries on mergers and acquisitions and strategic alternatives.  Erica graduated magna cum laude from the University of Pennsylvania with a BA in International Relations and East Asian Studies and a minor in Economics.

Carolyn Kelly Johannesburg

Carolyn currently serves as Chief of Staff for African Leadership Academy (ALA), a leadership development institution based in Johannesburg, South Africa. ALA was founded by 2006 Echoing Green fellows, Fred Swaniker (CEO) & Chris Bradford (Dean), with the mission to develop the next generation of ethical, entrepreneurial African leaders for Africa. Prior to joining ALA, Carolyn was a financial investment professional in Private Wealth Management in the New York office of Goldman Sachs, where she is responsible for portfolio diagnostics. She was also a competitive equestrian show jumper, representing the U.S. in international competition and competing in the U.S. team selection trials for the 2008 Beijing Olympics. Carolyn received her BA in History from Princeton University in 2010, graduating Cum Laude and Phi Beta Kappa and with a prize for best thesis in African History for her work “On Diamonds We Build”: Markets, Monopolies, and Capitalism in Twentieth Century Namibia.

Pat Kelly Portland 

Patrick Kelly is CEO of Conscious Company, a VC-backed eCommerce company operating in the LOHAS sector. Each month, subscribers receive a curated Conscious Box with premium natural food, cosmetic and home care products ( Previously, Patrick successfully launched the credit business for an $800mm private equity group by closing the largest-ever residential solar transaction, which serves 120 U.S. military bases. He began his career as an investment banker at Deutsche Bank in New York where he focused on renewable energy. An elite amateur golfer, Patrick volunteers with youth at the Tiger Woods Foundation. He is passionate about back-country skiing, angel investing, body surfing, yoga and live music. Patrick was the captain of the golf team at Pomona College, where he graduated in 2007 with a degree in economics. 

Taena Kim New York

Taena is an associate at Highbridge Principal Strategies, where she focuses on mezzanine investments. Prior to joining Highbridge, Taena worked as an equity analyst at Scoggin Capital, a multi-strategy hedge fund. Previous to that, Taena was an analyst in the Principal Investment Area at Goldman Sachs and in the Healthcare Investment Banking Group at Banc of America Securities. Taena graduated with a BS in Business Administration from the University of North Carolina at Chapel Hill.

Johanna (JK) Klein DC

Joh is a senior associate with the IFC Catalyst Fund, a climate/environment-focused emerging markets fund-of-funds managed by the IFC Asset Management Company (a subsidiary of the World Bank Group). She joined IFC AMC from the Asian Development Bank in Manila, Philippines, where she worked in the private equity funds group within the Capital Markets Division. She was responsible for making investments in and managing a portfolio of private equity funds (focused on SMEs, clean energy, microfinance, and other sectors) in Asian emerging markets. Previously, she worked with Credit Suisse First Boston on equity private placements, and with the Deutsche Bank Community Development Finance Group in their Global Social Investment Funds unit. Joh has an AB from Harvard College in government, an MSc from the London School of Economics in international political economy, and an MBA from the MIT Sloan School of Management, and studied at Peking University in China.

Robert Kopera New York

Robert is an associate at Caxton-Iseman Capital, a private equity firm. Robert is also the co-program coordinator of the Washington, D.C. branch of StreetWise Partners. Previously, he worked as an associate at Quad-C Management and as an analyst at Jefferies & Company. Robert holds a BS in computer engineering from Virginia Tech.

Brian J. Kreiter  New York

Brian is currently the Head of the Research Department at Bridgewater Associates, a leading global investment firm managing approximately $115 billion in investments for an array of institutional clients including governments and central banks, corporate and public pension funds, university endowments and charitable foundations. The Research Department is responsible for developing Bridgewater’s understanding of the global economic system and converting that understanding into systemized investment strategies.

Prior to joining Bridgewater, Brian was a management consultant in the Chicago office of McKinsey & Company, where his work focused on growth, new venture creation and other lines of corporate strategy.  At McKinsey, Brian was involved in the design and launch of the firm’s global Social Sector Office.

Brian is the Co-Founder and former Chairman of LIFT, a movement to combat poverty and expand opportunity for all people in the United States. LIFT runs centers staffed by trained volunteers in Boston, Chicago, New York, Philadelphia, and Washington, DC, to serve low-income individuals and families. 

In 2005, Brian accepted a short-term position as Assistant to Mayor Richard Daley in Chicago. In the private sector, Brian led Powerdime Technologies, LLC, an online affinity marketing firm and helped to launch Elm City Ventures, a New Haven-based early-stage venture fund that became part of Richmond Management LLC.  In 2001, Brian co-founded Kreiter Greitens LLC, a Chicago-based consulting practice that assisted corporations in the acquisition of government contracts and the development and turnaround of closely-held businesses.  Brian holds a BA from Yale University and an MBA from Harvard Business School.

Emily Lamont Boston

Emily is a joint degree candidate with Harvard Kennedy School and Stanford's Graduate School of Business Class of 2016. Prior to graduate school, Emily was an Associate at the Marwood Group where she analyzed the impact of legislative and regulatory trends on portfolio companies and potential investments for private equity firms, focusing on healthcare services. Emily is passionate about the transformation of healthcare and the explosion of healthcare IT in both developed and developing countries. Prior to Marwood, she worked in Connecticut politics and led an education project for Mercy Corps in Beirut, Lebanon. She co-chairs the Associates Committee for the Harvard College Fund, and is co-chair for her Harvard College 5th Year Reunion. Emily received an AB degree in History from Harvard College. In her free time, Emily enjoys skiing, half-marathons, and extreme sports. 

Jed Leidheiser New York

Jed works as a consultant for Accenture, where he focuses on financial services companies such as banks, investment management firms, and electronic payment companies. Prior to relocating to New York, he was based out of Chicago for three years. Jed holds a BS from the University of Virginia, where he double-majored in Computer Engineering and Economics with a financial concentration.

Andrew Leisman Chicago

Andrew is an associate in the Private Finance Group at New York Life Investment Management in Chicago. Andrew is responsible for investment analysis and fundamental credit research of private placement opportunities in the Midwest Territory. Prior to joining NYLIM, Andrew was an analyst in the Office of the Chief Investment Officer of New York Life where he worked on NYL’s general investment and hedging strategies. Andrew received a BA from The University of Pennsylvania.

Tracy Li New York

Tracy is an analyst at Ziff Brothers Investments where she covers Financial and Consumer Retail stocks. Previously, she was an investment banking Analyst in the Financial Institutions Group at Goldman Sachs. Tracy grew up in the great state of Maryland and graduated Phi Beta Kappa from Harvard College with a BA in Economics. Tracy currently serves as a volunteer Mentor Coach with New York Needs You. In her free time, she enjoys reading, yoga/meditation, traveling abroad and exploring New York City’s vast culinary offerings.

Daniel Liebeskind Bay Area

Daniel is an analyst in the Healthcare Investment Banking Group at Barclays Capital. He attended Lehigh University and received a BS in Finance. In this spare time, Dan enjoys biking, running, football, and reading.

Sam Lipsick New York
Sam Lipsick is an Associate at General Atlantic, a global growth equity firm, where he focuses on investments in the Energy and Resources sector. He joined General Atlantic's New York office in 2010. Prior to joining General Atlantic, Sam was an investment banking analyst in J.P. Morgan's Healthcare Group based in New York.Sam graduated from Stanford University in 2008 with a B.A. in Economics.

Laura Lisowski Hong Kong

Laura is a consultant at OgilvyOne Hong Kong. Laura has worked in online marketing consulting in New York City and advised Fortune 100 clients on strategies for entering the online space. She holds a BA in Economics and Psychology and a MA in International Finance from Brandeis University.

Eric Liu New York

Eric is a principal at Warburg Pincus, a private equity firm, where he focuses on investments in the healthcare sector. Prior to Warburg Pincus, he worked in private equity at The Blackstone Group and early-stage venture capital at Draper Fisher Jurvetson. He received an AB in Applied Mathematics from Harvard University, Phi Beta Kappa. He also holds an MBA from the Stanford Graduate School of Business, where he was an Arjay Miller Scholar.

May Liu New York

May is an associate at The Carlyle Group, where she focuses on growth capital and middle market buyout investments in the U.S. Equity Opportunities Fund. Prior to joining Carlyle, May was an investment banking analyst at Barclays Capital in the Technology, Media and Telecommunications group, focusing on mergers and acquisitions. May grew up in Chapel Hill, NC and graduated cum laude from Yale College with a B.A. degree in Economics and a B.S. degree in Computer Science. Outside of work, May serves as a Team Leader for New York Cares, running guide with Achilles International, and volunteer for the NY+ Acumen chapter of the Acumen Fund. In her free time, she enjoys baking cookies, running half-marathons and traveling abroad.

Grace Lu  New York

Grace is an investment associate at BC Partners, a global private equity firm, where she focuses on US buyouts. Prior to joining BCP, she worked as an investment banking analyst in the Consumer group at Barclays Capital in New York and as an analyst in the Infrastructure group at Macquarie Capital Advisers in New York. Grace graduated magna cum laude with a BA in Ethics, Politics and Economics from Yale University.

Peter Ma New York

Peter is an associate at Colbeck Capital Management, a Special Situations Credit Opportunities Hedge Fund focused on distressed debt, strategic lending and other fundamental, value-based and event-driven investments. Prior to Colbeck, Peter was an Analyst at MESA, a highly specialized boutique investment bank focused exclusively on transactions in the media and entertainment industry. Peter was born and raised in Los Angeles and received a BA in Economics from Harvard University.

Melissa Mariaschin New York

Melissa is an assistant vice president in the Equity Syndicate group at Barclays Capital. She focuses on raising equity capital for Technology, Media, Telecom and Financial companies, in addition to overseeing all International new issues. Melissa started at Lehman Brothers in 2007, and transferred over to Barclays Capital post-bankruptcy in 2008. Melissa grew up in New York City, and graduated from Georgetown University's McDonough School of Business in 2007 with a BS in Finance.

KJ McConnell Boston

KJ is student at Harvard Business School. Previously, he was an Associate at TPG Capital, a global private equity firm based in San Francisco. Prior to joining TPG, he worked as an Analyst in the Financial Institutions Group at Goldman Sachs in New York from 2008 to 2010. KJ is an Advisory Councilmember and Head of Fundraising for the Investment Banking Network at Indiana University. KJ holds a Bachelor of Science in finance with highest distinction from Indiana University, where he was a Hutton Scholar and Mitte Scholar, and is in the MBA Class of 2014 at Harvard Business School.

Susan McPherson Council Vanguard, New York

Susan is a serial connector, passionate cause marketer, writer and corporate responsibility expert. As SVP/Director of global marketing at Fenton, she focuses on creating visibility for the firm running its CSR practice. She’s a regular writer and contributor for the Harvard Business Review, Triple Pundit and Forbes and has 20+ years experience in marketing, public relations, sustainability communications. Prior to joining Fenton, McPherson was vice president, CSR services at PR Newswire.

McPherson serves on the board of Bpeace, an organization dedicated to assisting women in regions of conflict and post-conflict start businesses and Earth 2 Hub, a London-based innovative media platform for science and technology. She also is a member of Echoing Green’s Social Investment Council and Social Media Week’s New York Advisory Council. Additionally, she serves as an adviser to the non-profits: Girls Who Code, Plant A Fish, She’s The First, The Adventure Project and The OpEd Project. Recently, McPherson was selected as a Vital Voices global corporate ambassador.

Calley Means Washington DC

Calley Means is an account supervisor on Edelman’s Public Affairs team. At Edelman, he has counseled senior leaders from business, academic and non-profit organizations facing political or public opinion challenges. His experience includes managing day-to-day operations of public relations and public affairs campaigns; conducting opposition research; writing annual reports; assessing survey data and national trends; organizing and conducting focus groups; writing op-eds published in national publications; managing rapid response operations; and creating and implementing strategic initiatives for clients.

Calley’s political experience includes serving as a communication aide to John McCain’s 2008 Presidential campaign, performing policy research at several D.C. think-tanks and working at The White House. A DC native, Calley earned a bachelor’s degree in Political Science from Stanford University.

Stephen Meyer Bay Area

Steve is the founder and CEO of Lift Ventures, an incubator and investment vehicle focused on scaling content-based internet properties. Previously, he worked as an associate at Globespan Capital Partners, a technology venture capital firm, and as an associate consultant at Bain & Company. Steve is a founder and board member of Duke Venture Forward, a social entrepreneurship incubator and career mentoring organization for business-oriented students. Steve graduated from Duke University with a BA in Public Policy Studies and a certificate in Markets and Management Studies and completed his first year at Harvard Business School before leaving to launch Lift Ventures.

Alexandra Moser Bay Area

Alex is a senior sales associate at Bloom Energy. She graduated in 2011 from Columbia Business School where she was heavily involved with sustainability initiatives as the co-president of the Green Business Club. Before Columbia, she worked as an investment associate at UBS Private Wealth Management and an analyst in Private Wealth Management at Morgan Stanley. She graduated from Yale University with a BA in Biology in 2006.

David Munsky New York

David currently serves as director of Business Development at Nautilus Solar Energy, one of the leading solar independent power producers in North America. David began his career at Lockheed Martin where he designed both photovoltaic and utility scale concentrated solar power systems. He is a graduate of the Lockheed Martin Engineering Leadership Development Program (ELDP) and has two US patents pending. David holds a BS in Electrical Engineering from Lehigh University, MS in Systems Engineering from the University of Pennsylvania, and an MBA from Columbia University.

Clare Murray New York

Clare is an associate in Global Strategy & Planning at BlackRock. Clare began her career at Goldman Sachs in the Partners Coverage Group, where she helped manage the finances of current and retired GS partners. She holds a BA in Art History from Duke University and graduated as a Baldwin and Order of Omega Scholar. Clare is on the New York Council for Natural Resources Defense Council and a member of iMentor. She volunteered at the Democratic National Convention in 2012.

Christopher Nizolek New York

Christopher is a Senior Business Analyst at SSA & Company where he specializes in Private Equity operations consulting.  SSA’s private equity group conducts operational due diligence as well as post-acquisition performance improvement engagements.  Christopher holds a BA in History from the University of Pennsylvania.  In his free time, he enjoys reading non-fiction, surfing, stand-up comedy, and the statistical analysis of sports.

Aron O’Connor Bay Area

Aron graduated from the University of Notre Dame in 2010 with a BS in Mechanical Engineering. He is currently working as a Quality Engineer for a medical device company called Stryker Endoscopy in San Jose, CA. Aron is an avid traveler and loves to spend time exploring the California outdoors. He is a terrible surfer and a slightly better snowboarder but enjoys attempting both. Over the past decade Aron has been involved in a variety of volunteer and tutoring positions for elementary and middle school students and has enjoyed being a mentor in the Big Brother Big Sister Program since 2011. His other interests include taking Tech Shop classes, cooking, Notre Dame sports, and brewing beer.

Sally Schiff Park Council Vanguard, New York

Sally is senior director for Research, Evaluation & Strategic Planning at Changing Our World, Inc., an Omnicom Group agency, where she is responsible for strategic planning and data analysis for both nonprofit and corporate social engagement clients. Her experience spans organizational assessment and design, measurement and evaluation, and survey design and implementation. Prior to graduate school, Sally served as a Senior Process Engineering Consultant for Booz Allen Hamilton. She holds a BS in Human and Organizational Development from Vanderbilt University and an MBA from the University of Chicago.

Bradley Pereira Philadelphia

Bradley is currently pursing an MBA at Wharton. Previously, he was an associate at American Securities, a middle-market private equity fund in New York. He previously worked as an analyst at Gleacher Partners, a boutique M&A advisory firm, where he focused on strategic advisory assignments in the financial and media sectors. Brad graduated from Stanford University with a BA in Economics.

Jason Peterson New York

Jason is a portfolio management analyst in the multi-asset group at BlackRock, Inc., where he focuses on investment analysis, portfolio construction, and manager research. Jason currently serves on the board of Agua Muisne, a non-profit that helps bring clean water to rural Ecuador. He has also worked for Unite for Sight, an international non-profit focused on global health. Jason holds a BA in History from Yale University and a MPH from Columbia University with a focus on health policy and management.

Ryan Preclaw Council Vanguard, New York

Ryan is a vice president at Barclays Capital, where he is the strategist for event-driven and special situations credit investing.  Prior to working in Credit Strategy, he worked as a media and communications investment banker with Barclays and Lehman Brothers.  Previously, he worked as an economist with London Economics International and NERA Economic Consulting, where he advised companies and governments on deregulation and the establishment of new markets, and assisted private investment firms in market forecasting. He holds BA from the University of Alberta, an MA in economics from the University of Western Ontario, and an MBA from the University of Chicago.

Daniela Rausnitz, London

Daniela currently works as a Principal at Venture Capital Partners (VCP), a boutique corporate finance firm based in London. Prior to joining VCP, Daniela worked in the Financial Institutions Group at J.P.Morgan both in New York and London, where she focused primarily on specialty finance companies and banks. Daniela graduated Cum Laude from Duke University with a B.S. in Economics and a minor in Art History. Her interests include traveling and exploring new cultures, foods and languages; visiting museums and galleries; cooking; playing tennis and doing Pilates. Daniela is fluent in Spanish, proficient in Hebrew and currently learning Portuguese.

Annie Rittgers Bay Area Regional Co-Chair

Annie is a consultant at McKinsey & Company, where she is a Fellow in the firm’s Social Sector Office.  Annie has consulted with financial services and natural resources clients as well as several public sector organizations on a range of strategy and organizational projects. Prior to McKinsey, Annie worked in the Industrials group of Barclays Capital’s investment banking division. At Barclays, she also co-led the development of a new microfinance initiative and a financial education project for under-resourced students New York City.  Annie holds a B.A. in Latin American Studies from Dartmouth College. She is motivated by a belief in the power and potential of systemic equity, particularly in the areas of health, education and the economy.

Tom Ryan Boston

Tom is a vice president at Century Capital, a private equity firm focused on the healthcare and financial services industries. Prior to Century Capital, he was an associate in the private equity group of Zurich Alternative Asset Management. Previously, he was an analyst at Duff & Phelps in the valuation consulting group. Tom received his BS in Business Administration from Villanova University.

Michael Sand New York

Michael is a vice president at American Securities. He previously worked at Goldman Sachs, where he focused on M&A and strategic advisory assignments in the consumer products and retail industries. Michael received a BS in Economics from the Wharton School at the University of Pennsylvania and an MBA from Columbia Business School.

Joel Sandler Council Vanguard, New York

Joel is currently associate director for Business Development & Licensing at PharmaMar USA. He is responsible for US partnering of PharmaMar's clinical development pipeline, which includes marine-derived oncology drugs being developed for various indications and as potent cytotoxic cargos for antibody-drug conjugates (ADCs). Previously, Joel was a consultant with Defined Health in Florham Park, NJ, Joel supporting projects spanning the pharmaceutical and biotechnology landscape, including in-depth product opportunity assessments and therapeutic area growth and market entry strategies. He has experience in the research, analysis, production and communication of scientific, clinical and commercial assessments for the pharmaceutical, biotech and healthcare investment industries. Prior to joining Defined Health, Joel had spent the previous ten years focused on the discovery and characterization of bioactive compounds for cancer and infectious disease research at several of the leading academic institutions, including the Rockefeller University in New York, NY and Scripps Institution of Oceanography in San Diego, CA. Joel lives in lower Manhattan with his wife, daughter, and identical twin sons. In whatever spare time he can find, Joel enjoys playing drums, guitar, cooking, and tennis.

Lauren Schy New York

Lauren is an associate in Goldman Sachs’ Firmwide Strategy Group, where she assists the firm’s executive managers in planning and managing the firm’s businesses. As an undergraduate, Lauren studied abroad at Oxford University and interned at the Federal Reserve in Washington DC. Lauren graduated summa cum laude, Phi Beta Kappa from Columbia University with a BA in a joint major of Economics and Philosophy.

Allison Shapiro New York

Allison is an associate in J.P. Morgan's Finance Associate Leadership Program, where she works in global commodities business management. She graduated in 2012 from the University of Michigan with an MBA and MS in sustainability.  While in graduate school, Allison worked for the Brookings Institution, Johnson Controls, and Pacific Gas and Electric Corporation on clean technology strategy and for J.P. Morgan in asset management. Previously, she was a carbon market analyst at Ecosystem Marketplace and a federal government consultant with ICF International. Allison holds a BS in Science, Technology and International Affairs from Georgetown University's School of Foreign Service. 

Brynn Sherman New York

Brynn is a MBA candidate at New York University’s Stern School of Business. Prior to business school, Brynn was at JWT, working as a Global Account Manager on the Pfizer account. Before joining JWT, she worked at McCann Erickson as an Account Executive for the Business Development and Verizon Telecom teams. Brynn graduated from Washington University in St. Louis with a BA in Psychology and American Culture Studies. She is a New York City native and enjoys skiing, kiteboarding, and running outdoors.

Meicheng Shi New York

Mei is currently an analyst at Silver Lake Partners, a private equity firm which focuses on investments in the technology sector. Prior to starting work, Mei spent a year on a post-graduate fellowship, living in Ghana and New Zealand and pursuing a project on social entrepreneurship. She graduated from Harvard College with a degree in Economics and Psychology. Mei grew up in sunny California.

David Seidman New York

David is currently a vice president at MKP Capital Management, a NY based hedge fund.  He focuses on Investor Relations, Business Development and Capital Raising.  From 2006 to 2008, David worked as a senior analyst in Bank of America’s Global Markets and Investment Banking Division as a business consultant, focusing on firm strategy.  From 2004 to 2006, David was publisher and general manager of the NYC guidebook: Inside New York.

In addition to Echoing Green, he also serves on the New Leadership Committee of Children of Chernobyl, an organization tasked with evacuating children from the still-radioactive region.  David received a BA in History from Columbia University (2006).

Tripp Shriner New York

Tripp is an associate in J.P. Morgan’s Social Finance group, which provides financial services to the growing market for impact investments, meaning those investments made with an intent to generate positive impact alongside financial return. He helps manage the group’s principal investment portfolio. Prior to joining Social Finance, Tripp worked for several years for J.P. Morgan in the Investment Bank. Tripp graduated from Princeton University with a BA in Politics and Certificates in Finance and Political Economy.

Nikila Sri-Kumar New York

Nikila is an investment banking analyst at Barclays Capital, where she focuses on financial institutions. She graduated from Yale in 2011 with a double major in Economics and South Asian Studies, with distinction.

Anita Sonawane New York

Anita is an analyst at Moore Capital Management, a global macro hedge fund. She graduated from Queens College with a degree in Economics in 2011. As an undergraduate, she interned with the Brookings Institution and the Federal Reserve Bank of Boston. She also served as the Lead Policy Strategist for Economic Development at the Roosevelt Campus Network, the first student-run policy organization in the United States.

Elaine Tai New York

Elaine is a senior manager at Microsoft’s Online Media Business Group, where she focuses on advertising partnership evaluation, Microsoft’s annual Giving Campaign Committee, and pilot Net Impact Chapter. Prior to Microsoft, Elaine worked at an internet startup, Rapt (acquired by Microsoft) and several management consulting firms. She has done business volunteer work in South Africa since 2009 and is interested in social entrepreneurship initiatives both locally and abroad. Elaine received her BS and MS in Operations Research from Columbia University. She is also a violinist with the New Amsterdam Symphony Orchestra, community orchestra based in NYC, and an avid snowboarder.

Christopher Titcombe New York

Chris currently works with MetLife Financial Services advising individuals and small businesses and non-profits on financial matters, including capital structure, insurance, tax, and employee benefits. He is also the founder and director of Strategy of Warwick International LLC, a consulting firm that provides professional services to entrepreneurs and businesses in a pre-VC stage in exchange for equity. Prior to this, he worked as an investment banker with GE Capital, Barclays Capital, and the Transportation Group (a boutique specializing in tax-arbitrage) where he financed corporations in the semiconductor, mining, and commercial aviation industries, respectively. Christopher, a native New Yorker, spent seven years of his career in London where he was responsible for EMEA clients at each of his former employers. He served on the board of Dress for Success (London) for a year before becoming Chairman for a subsequent year. Upon returning to New York, he completed the New York City Triathlon while fundraising for Team in Training and the Leukemia & Lymphoma Society. He has since completed the St. Anthony’s Hospital Triathlon (St. Petersburg, FL) and the Paris Marathon. Christopher has BS in Chemistry from Yale, is a Level III candidate for the CFA designation, and has obtained the Wilmott Certificate in Quantitative Finance.

Zachary Townsend Bay Area

Zac is the co-founder of Standard Treasury, a venture-backed business that focuses on simplifying commercial banking for enterprises. Previously, Zac worked at Stripe, a company that makes it easy for software developers to accept credit cards on the web.

Before Stripe, he was Senior Technology Policy Adviser to Newark, NJ Mayor Cory Booker, and conducted civic and social sector management consulting as an Associate and Senior Associate at Bennett Midland LLC. His past clients included the NYC Administration of Children's Services, the NYPD, the NYC Mayor's Office, the Atlantic Philanthropies. and the John D. and Catherine T. MacArthur Foundation. He is a published statistician and a co-founder of DataKind, a not-for-profit that matches pro bono data scientists with other not-for-profits.

He received an MPA from NYU's Wagner School of Public Service, where he focused on public financial and statistical methods, and an AB from Brown where he concentrated in Applied Math--Economics and Public Policy.

Casey Trubo Bay Area

Casey is a Senior Design Engineer working in Research and Development for Stryker Endoscopy since 2008.  His role includes both design and project management responsibilities, and he specializes in the development of instruments for minimally invasive surgical procedures.  Casey graduated Cum Laude from Washington University in St. Louis with a degree in Biomedical Engineering.  Prior to joining Stryker, he spent 3 months living in a rural El Salvadorian town called La Herradura.  There Casey got involved with local youth teaching English language skills, and with a local non-profit helping to plan community development projects and helping members of the community with jobs searches. Casey loves nearly all games and outdoor activities, although his focus right now is mastering Ultimate Frisbee and snowboarding.

Nell van Amerongen New York 

Nell works as an associate in investor relations at Gates Capital Management. Prior to joining Gates Capital, she worked at Barclays Wealth in the Private Wealth Management division, where she joined from Lehman Brothers in 2008. Formerly, she spent two years in Chiang Mai, Thailand as a Princeton in Asia fellow. Nell received a BA in English and a certificate in American Studies from Princeton University, where she wrote her senior thesis on why people tell stories. She still loves biographies, podcasts, and all things storytelling related. She is a Young Trustee of Dance4Peace, a global non-profit focused on violence and conflict prevention through creative movement. In her spare time, Nell loves running, travel, SCUBA, and exploring New York City.  

Vaibhav Vish New York

Vaibhav is an Associate at 3i, where he focuses on buyouts and growth equity investments in the business services sector. Prior to joining 3i, Vaibhav was an analyst at Lazard Frères & Co. where he focused on mergers and acquisitions in the Telecom, Media, and Technology sectors. While at Lazard, Vaibhav worked on Qwest’s $22 billion sale to CenturyLink which created the third largest telecommunications company in the United States. Vaibhav graduated Summa Cum Laude with a Bachelor of Science in Economics from the Wharton School, University of Pennsylvania where he was a Benjamin Franklin Scholar, Joseph Wharton Scholar and Wharton Research Scholar and was elected to Beta Gamma Sigma. Vaibhav is a member of the New York Private Equity Network and of New York Cares. In his spare time he enjoys playing ping pong, watching football, and playing video games.

Eric Verploegen Boston

Eric is a senior research scientist at Soane Energy in Cambridge, Massachusetts, with a focus remediation of waste form the oil and gas industry. Prior to Soane Energy, he was a post-doctoral fellow at Stanford University, working on the development of low-cost solar cells. Eric graduated from Cornell University with a Bachelors of Science degree in Materials Science and Engineering and from MIT with a Ph.D. in Polymer Science and Technology. Eric enjoys live music, basketball, frisbee, and photography.

David Waldman Washington, DC 

David works as a consultant for privately held real asset investment vehicles in the US and developing world. Previously David was a senior analyst at The Advisory Board Company, where he worked in the Corporate Development & Strategy group focusing on corporate development, joint ventures, partnerships, and innovation. Prior to ABC, he worked as an associate for a frontier market private equity firm and equity analyst for a US focused hedge fund. While in college David co-founded Pheasant’s Tears Winery, an organic winery based in the Republic of Georgia. David received a BA with Honors in World Politics & Economics from Hamilton College, Magna Cum Laude, where he was elected to Pi Sigma Alpha and was a recipient of the Judge John Wells Fellowship.

Cam Wall Washington, DC

Cam is a managing content director at Hanover Research—a Washington, D.C.-based strategic research firm. In this role, he oversees research operations supporting the firm’s higher education, K12, and corporate clients. He is a graduate of the College of William & Mary where he attended as a Monroe Scholar and received a BA in English, summa cum laude. In March, he will be running in the DC Rock ‘n’ Roll half marathon to raise money for the local chapter of Back on My Feet.

Jennifer Wang Philadelphia

Jenny is currently pursuing an MBA at Wharton. Before graduate school, she was the director of Marketing and Brand Strategy at futurethink. Prior to joining the innovation training, Jennifer was an entrepreneur, management and brand consultant, as well as a mentor with the Fresh Air Fund. Jennifer received her BA from Dartmouth College and is an active member of the Dartmouth Alumni Community.

Margaret Wang New York Regional Co-Chair

Margaret Wang is helping launch The B Team (, Sir Richard Branson's latest startup around promoting responsible capitalism and catalyzing business as a driving force for social, environmental and economic good. This fall, Margaret will be enrolling at Stanford Graduate School of Business to pursue her MBA. Margaret cut her teeth in the finance world doing strategy and business development at Goldman Sachs and Merrill Lynch. She graduated cum laude from Harvard College in 2009 with an AB degree in Economics and History of Art and Architecture and a citation in Mandarin Chinese. She serves as a Class Marshal and is deeply involved in alumni work in admissions interviewing, fundraising for the Harvard College Fund, and serving on the Harvard Alumni Association Board’s Overseer/Director Nominating Committee. In her spare time, Margaret is a mentor through The TEAK Fellowship in New York and is active on the Young Patrons of Lincoln Center Steering Committee and on Asia Society’s Asia Circle Advisory Committee. Margaret loves playing tennis, sailing, and contemporary art.

Brandon Warshaw Whippany

Brandon is a Global Insights analyst with GlaxoSmithKline Consumer Healthcare in the Greater NYC area. His current focus is commercial and product innovation for smoking reduction & cessation products. Previously, Brandon advised Procter & Gamble on their new initiatives prior to launch with the Nielsen Company. In a past life, he also worked at The White House and with a law firm in Washington, DC. Brandon earned his BA in Political Economy from Tulane University and graduated cum laude from the Case Western Reserve University School of Law. Brandon and his wife, Ariel, are the proud parents of a 1 year old son named Benjamin and a 3 year old dog named Macaroni.

Nicole Wee New York

Nicole is an analyst at Morgan Stanley, where she works in the Global Capital Markets division for the Project, Commodity, and Infrastructure Finance group which works on structuring debt, mezzanine, and tax equity financing for projects in the power, renewables, and infrastructure sectors. She graduated magna cum laude from Columbia University with a BS in Operations Research: Financial Engineering. Nicole also volunteers for the Asian Women’s Leadership University Project, a non-profit whose goal is to establish a top liberal arts university in Malaysia for Asian and Middle-Eastern women. Nicole is of Singaporean heritage and grew up in New Jersey. In her spare time she enjoys martial arts and spicy food.

Sara Weiss New York

Sara is an assistant editor at Grand Central Publishing, an imprint of Hachette Book Group. Sara holds a BA in English Language and Literature from the University of Chicago. She currently lives in Brooklyn, New York.

Jenn Wilcox Bay Area

Jenn Wilcox lives in San Francisco, and will be attending the Stanford Graduate School of Business in the fall. Previously, Jenn was an associate at Summit Rock Advisors in NYC, where she helped craft customized investment management solutions for philanthropic families and charitable entities. Prior to joining Summit Rock, Jenn worked in the Investment Banking Division of Goldman Sachs, where she focused on financing public sector and infrastructure projects. She currently serves on the Board of Directors for Spark--a non-profit women’s advocacy organization based in San Francisco--and founded its New York chapter, SparkNYC. Jenn earned a B.A. in Economics with departmental honors from Pomona College in Claremont, CA, and currently serves on Pomona's Board of Trustees. She grew up outside Minneapolis and enjoys tennis, downhill skiing and travel.

Steve Wu New York

Steve is an analyst at J.P. Morgan, where he works within the Equity-Linked Capital and Derivative Markets Group focusing on capital raising and equity-linked financing solutions for clients across several industries. Steve graduated from MIT, earning a BS in economics, a BS in mathematics and a minor in management science and finance from the Sloan School of Management. He remains active in the MIT Alumni Association, serving as an Educational Counselor as well as through the MIT Club of New York as the Events Service Coordinator. Steve enjoys traveling, reading about economics, and watching basketball.