Staff

 

The SASB Foundation Staff

 

 

matthew-portrait-500px-sasb_headshots_nov15_8415MATTHEW WELCH

President

 

Matthew has dedicated his career to leading mission-based organizations through the challenges of achieving growth, scale, and self-sufficiency. His work experience spans government, nonprofit, and for-profit sectors, and he has led teams in entering new markets, launching products and programs, and increasing the efficiency and effectiveness of operations.

 

As President, Matthew works with the Board of Directors to develop the organization’s strategic objectives and then lead the staff in implementing them. He oversees the financing of the organization through fundraising and commercial activities, and is responsible for the operations that support these areas and the work of the SASB standards-setting board and its technical staff.

 

Matthew has broad experience in strategy, operations, and product development, developed through senior roles at Kaplan Test Prep, Kaplan K12 Learning Services, Junyo, Teachscape, and The Rotary Foundation. Years of experience with education programs, software and data products, and research studies give Matthew a good background for equipping the market with offerings that support education and use of the SASB standards.

 

Matthew holds a BA from Grinnell College and a MPA in management and public policy from Columbia University. He is member of the Grinnell College Board of Trustees, where he has served on the Finance and Development Committees. He currently chairs the Academic Affairs Committee.

 

 

Directors

 

ANNE MARIE FELL – annemarie.fell[at]foundation.sasb.org
Director of Advancement

 

As the Director of Advancement at SASB, Anne Marie Fell supports SASB’s donor relationships, with a focus on major gifts. Anne Marie’s career spans 20+ years in philanthropy. Most recently, Anne Marie led grant-making at Credit Suisse Americas Foundation. In this role Anne Marie also supported the Bank’s Corporate Citizenship efforts in the region. Prior to grant-making, Anne Marie distinguished herself as a fundraiser in several NYC nonprofits including Prep for Prep and Doe Fund.

 

 

 

NICOLAI LUNDY – nicolai.lundy[at]foundation.sasb.org
Director of Education and Partnerships

 

Nicolai is the Director of Education and Partnerships, overseeing education and partnership programs, licensing, and the Navigator. SASB’s professional education programs are offered to a range of professionals in finance, investment analysis, and sustainability. SASB’s partnerships and licensing makes SASB’s work available in a range of products and services. The SASB Navigator research platform gives users detailed analysis of SASB’s research and disclosure in SEC filings. Before joining SASB in 2013, Nicolai had business development and operations roles in the private sector and higher education. He holds a BA from Emory University.

 

 

MADHU MATHEW – madhu.mathew[at]foundation.sasb.org
Director of Technology

 

Madhu is the Director of Technology for SASB. In this role, he leads the technology initiatives that supports SASB’s standards research, stakeholder engagement, and market adoption of SASB standards. Madhu has over 15 years of experience in Technology. Before joining SASB, he worked as a Technology Strategy Consultant at Accenture. Prior to Accenture he led technology initiatives at Caterpillar, Inc. Madhu holds an MBA from the Kellogg School of Management at Northwestern University.

 

 

 

 

LILY STEINBACH – lily.steinbach[at]foundation.sasb.org
Director of Finance and Operations

 

As Director of Finance and Operations, Lily works to support the growth of SASB by aligning and optimizing workflow, financial management and financial reporting.  Lily comes most recently from the Silicon Valley Community Foundation where she was Investment Officer managing donor relations for diversified investment pools, overseeing investment reporting for the foundation and leading the social impact investing initiative.  Prior to the foundation, she structured and originated debt for middle-market leveraged buy-outs in Europe and served as board director for the Eltern-Kind-Zentrum Stuttgart, a center supporting young families and senior engagement, where she was inspired to dedicate her career to mission driven companies and organizations.  She holds a Bachelor of Science from New York University – Stern School of Business.

 

 

Staff

 

SAMANTHA BARNES – Development & Revenue Manager – samantha.barnes[at]foundation.sasb.org

TRENT BOORMAN – Technology Operations Manager – trent.boorman[at]foundation.sasb.org

PETER CORCORAN – Graphic Designer – peter.corcoran[at]foundation.sasb.org

MICHAEL DANDREA – Technology Program Manager – Data Science & Products – michael.dandrea[at]foundation.sasb.org

ALEX DAVIDSON – Marketing Manager – alex.davidson[at]foundation.sasb.org

JESSI LAWRENCE – Business Systems Analyst – jessi.lawrence[at]foundation.sasb.org

ANDREAS PAPPAS – Education and Partnerships Associate – andreas.pappas[at]foundation.sasb.org

WHITNEY POLLACK –  Foundation Support Associate – whitney.pollack[at]foundation.sasb.org

BRAD SCHOMBURG – Publications Manager – brad.schomburg[at]foundation.sasb.org

 

 


 

The SASB Staff

 

Directors

 

JANINE GUILLOT – janine.guillot[at]sasb.org
Director of Capital Markets Policy and Outreach

 

Janine Guillot is the Director of Capital Markets Policy and Outreach at SASB, where she works with investors to support demand for standardized disclosure of material sustainability factors. Ms. Guillot has more than 25 years of experience in operating, strategy, risk management and finance roles in financial services, most recently as Chief Operating Officer of Incapture LP, an early stage enterprise technology and asset management business. Prior to joining Incapture, Janine served as Chief Operating Investment Officer for the California Public Employee’s Retirement System (CalPERS). She was responsible for CalPERS investment office business and operational management, CalPERS Affiliate funds, and CalPERS defined contribution plans. Ms. Guillot also oversaw the CalPERS corporate governance program, including integration of sustainability and governance factors into investment decision-making. Janine has also held senior leadership positions at Barclays Global Investors and Bank of America, including serving as Chief Operating Officer for BGI’s European and Global Fixed Income businesses.

 

Janine holds a bachelor’s degree in Business Administration with a concentration in accounting from Southern Methodist University. She serves as Chair of the Board of Directors of the Marin Agricultural Land Trust, and she is a member of the board of Directors of Equilibrium Capital and Community Initiatives and serves on the FDIC’s Systemic Resolution Advisory Committee.

 

 

DAVID S. POST, CFA
Director of Research

 

David leads SASB’s team of sector analysts. The team is responsible for working with issuers, investors and other stakeholders in a rigorous research, analytics and consultation process to identify current and emerging financially material ESG risks and opportunities among 79 industries. Financially material ESG risks and opportunities, which the team defines in terms of industry-specific metrics, are designed to be low cost to issuers and help enable investors and issuers to make effective capital allocation decisions. This research supports the SASB Standards Board’s technical agenda and influences the content of the disclosure standards, advancing SASB’s core mission.

 

David has been an equity portfolio manager and research analyst for over twenty years, during which time he led the equity research departments of two multi-billion dollar AUM firms. He has researched, invested in and visited companies in nearly all sectors. This experience gives David a strong background to help the research team identify non-financial topics and metrics, which are material to investors, issuers and other stakeholders. David holds a BS in Applied Economics and Management from Cornell University, an MBA in Finance from Columbia University and is a Chartered Financial Analyst.

 

 

Tom RiesenbergTOM RIESENBERG
Director of Legal Policy & Outreach

 

Mr. Riesenberg is the Director of Legal Policy and Outreach at SASB. He is the former Deputy General Counsel of Ernst & Young LLP responsible for regulatory matters, primarily involving the SEC and the PCAOB. Mr. Riesenberg worked at E&Y for more than 20 years. He handled dozens of lawsuits and regulatory investigations of the firm and its clients. He was the firm’s lead lawyer on legislative and regulatory developments, including the Private Securities Litigation Reform Act of 1995, the Sarbanes-Oxley Act, the SEC and PCAOB auditor independence rules, auditing and accounting standards, the U.S. Treasury Department Advisory Committee on the Auditing Profession, the SEC Advisory Committee on Improvements to Financial Reporting, and corporate governance matters.

 

Prior to joining E&Y, Mr. Riesenberg served for seven years as an Assistant General Counsel at the U.S. Securities and Exchange Commission, where he primarily handled court of appeals and Supreme Court cases involving insider trading, broker-dealer regulation, financial fraud, SEC rulemakings, and other securities law matters. Mr. Riesenberg’s position with SASB is funded through a consulting arrangement with EY.

 

 

Staff

 

 

HENRIK COTRAN – Sector Analyst, Resource Transformation – resource_transformation[at]sasb.org

JANE DINH -Investor Relations Associate, jane.dinh[at]sasb.org

BRYAN ESTERLY – Sector Analyst, Infrastructure – infrastructure[at]sasb.org

ANTON GORODNIUK – Sector Analyst, Financials – financials[at]sasb.org

SONYA HETRICK – Sector Analyst, Services – services[at]sasb.org

ERIC KANE – Sector Analyst, Health Care – health_care[at]sasb.org

NASHAT MOIN – Sector Analyst, Transportation – transportation[at]sasb.org

DAVID PARHAM – Sector Analyst, Non-Renewable Resources – nrr[at]sasb.org

KATIE SCHMITZ EULITT – Strategic Advisor, Stakeholder Outreach – katie[at]sasb.org

ANANTA SEN – Investor Outreach Associate – ananta.sen[at]sasb.org

QUINN UNDERRINER – Sector Analyst, Technology & Communication – ICT[at]sasb.org

STEN WHITE – Operations Manager – sten.white[at]sasb.org

LYNN XIA – Sector Analyst, Consumption I (Food & Beverage)– lynn.xia[at]sasb.org

 

 

Consultants and Advisors

 

MICHAEL KINSTLICK
Advisor

 

Michael served as Head of Standard Setting at SASB, where he oversaw research, analytics, consultation, and codification and maintenance of the SASB standards. Michael’s career spans functions and industries. Michael has worked predominantly in Finance, including almost a decade at quantitative equities firm AXA Rosenberg with roles in both core research and helping manage billions-of-$ in Long/Short strategies. He served as the founding CEO of Coppersea Distilling, a field-to-glass farm distillery in NY’s Hudson Valley. He graduated cum laude in Economics and Philosophy from Columbia before graduate school at Northwestern (MS, Industrial Engineering) and UC Berkeley (MBA, Haas School of Business).

 

 

 

ARTURO RODRIGUEZ
Consultant

 

Arturo is a sustainability professional with over 10 years of experience in the fields of corporate sustainability disclosure and reporting, as well as the analysis of financial and operational impacts from sustainability risk management. He has collaborated with SASB since the organization’s earliest days in 2011. As a consultant to SASB’s Standards Development team, Arturo participated in the creation of SASB’s Sustainable Industry Classification System (SICSTM) and in the development of provisional accounting standards for 79 industries in 10 different sectors. He has also helped the organization manage cross-functional projects aimed at analyzing corporate sustainability disclosure practices in annual reports filed with the U.S. Securities and Exchange Commission. Arturo is a SASB FSA (Fundamentals of Sustainability Accounting) Credential holder. Prior to joining SASB, Arturo worked as a business consultant for Deloitte’s Strategy and Operations unit and as a Business Development Associate for Statoil ASA. Arturo holds a Master’s Degree in International and Development Economics from the University of San Francisco.

 

 

claire-headshot

CLAIRE VEUTHEY 
Advisor

Ms. Veuthey is a senior research analyst for Wells Fargo Private Bank in San Francisco. Ms. Veuthey leads the Social Impact Investing team’s research on environmental, social and governance (ESG) issues, as well as the team’s corporate engagement work. Prior to joining Wells Fargo, Ms. Veuthey was based in Singapore and Amsterdam with Sustainalytics, an independent provider of ESG research, working with institutional investors in the Asia-Pacific region. Before that she held research roles at MSCI and Innovest in London and Toronto, covering emerging market companies across regions and industries. Over the last nine years, Ms. Veuthey has worked with a variety of financial institutions, from pension funds to private equity managers and stock exchanges, and developed deep knowledge of regional ESG approaches and regulatory environments. Ms. Veuthey holds a MA from Kings College London and a Licence (MA equivalent) from the Graduate Institute of International and Development Studies, Geneva. She is also a SASB FSA (Fundamentals of Sustainability Accounting) holder. She is fluent in both French and Spanish; her Mandarin is a work in progress.