FSA Credential team
The work of the FSA Credential team is supported by a global cohort of subject matter experts, including practitioners and academics in the fields of investment analysis, asset/portfolio management, corporate sustainability, financial reporting, securities law, accounting, assurance, consulting, and more.
Version 2.0 Contributors
The following contributors lent their expertise to content review, writing, and exam development during the 2020-2022 update of the FSA Level I and II curricula and exams. Many continue to contribute their expertise on an ongoing basis.
Christine Ackerson**
Director, Sustainability and CSR
LG Electronics North America
Aziza Akhatova*
Global Sr. Manager, ESG Strategy and Reporting
Johnson & Johnson
Melissa Amler*
Sustainable Investment Analyst
UBS Hedge Fund Solutions
Sonay Aykan*
Associate Director, ESG & Sustainability
Colgate-Palmolive
Stephanie Berger*
Senior Specialist, Corporate Responsibility & Environment
Bell
Kenneth Bruce*
Principal
Red Rock Global Advisors
Philipp Buff *
Head of Credit Research
Pictet Asset Management
Miranda Carr*
Executive Director, ESG Research
MSCI Inc
Valérie Cecchini*
Managing Partner
Borealis Global Asset Manager
Shaska Chirinos*
Relationship Manager, US
PRI (In a personal capacity)
Lisa Marie K.Y. Djeng, CMA, CESGA*
Managing Director/Portfolio Manager
Keywise Capital Management, Hong Kong
Stephanie Dolmat*
Head of ESG Reporting & Communications
Adobe
Melanie Dubin*
ESG Analyst
Avalon Trust
Anca Enache, MBA*
Sustainability Consultant
3P Impact Consulting
Alessia Falsarone*
Head of Sustainable Investing
PineBridge Investments
Mike Flowers, CFA*
VP, Senior Analyst
Clearbridge Investments
Lance Garrison, CFA*
VP, Portfolio Manager, Growth Equity
Atlanta Capital Management
Barry Gladstein, CFA, CPA*
Head of Sustainable Investing
Macquarie Asset Management – Public Investments
Luca Grassadonia, CFA*
Corporate Finance Partner, ESG Analyst
Kreston GV Italy
Cassandra Greeff, CA*
Chief of Staff to the CEO
GSK
Tori Hack
Senior Manager, Climate Change & Sustainability Services
EY
Yvonne Jeffery*
Vice President, Sustainability
Vermilion Energy
Jana Jevcakova*
Managing Director, Corporate Governance
Morrow Sodali
Avery Kintner *
Vice President
William J Worthen Foundation
Nikoleta Konstantinidou, FMVA**
Corporate Social Responsibility and Sustainability Manager
Raycap
Bryan Kuppe**
Director, Sustainability
American Chemistry Council
Isabelle Laprise, CFA*
Director and Portfolio Manager
Jarislowsky Fraser Ltd.
Jennifer Leitsch*
Vice President, Corporate Responsibility
CBRE
Deborah Lyttle, CFA**
Financial Services Professional / Former Vice President
Citi
Yaowen Ma*
Program Manager, ESG & Sustainability
New York Power Authority
Rui Matos, CFA, CFP, FRM*
Portfolio Manager
Catalyst Capital Advisors
Chris Matteini, MBA*
Analyst
TIFF Investment Management
Dan McSpirit*
Advisory Board Member, Investment Advisor
Multiple Organisations
Ali Mize*
ESG Manager
Neiman Marcus Group
Michael Moore, CFA*
Chief Investment Officer
Bigelow Investment Advisors
Havesh Nagarajan*
Enterprise Success Manager Bentley Systems
Adjunct Lecturer
BCA Academy
Athena Ng, CFA, CPA*
General Manager, Corporate Finance & Communications Department
China Overseas Land & Investment Ltd.
Réjean Nguyen, CFA*
Director, Investment Stewardship
Caisse de dépôt et placement du Québec
Randy Nordby, CFA*
Adjunct Professor
Kogod School of Business at American University
Patty O’Sullivan, ERP, CAIA, PMP, SCR*
President and Founder
Navigate ESG Advisors
Andrea Palmer*
Responsible Investment Lead, Listed Real Estate
PGGM
Emily Parlapiano*
Director, ESG Programs and Reporting
Amneal Pharmaceuticals
Andy Poreda*
Research Analyst
Sage Advisory
Marie-Josée Privyk, CFA*
Chief ESG Innovation Officer
Novisto
Alicia Rubí, CFA*
Sustainability Strategy Partner
Attalea Partners
Jennifer Sadenwater**
Managing Director
ESG Lynk
Carlos Sanchez**
Senior Manager
Deloitte
Tara J. Stacy*
Director of Investment Stewardship
Colorado Public Employees’ Retirement Association
Rekha Vaitla*
Deputy Director, Corporate Governance and Sustainable Investment
Office of the Illinois State Treasurer
James Viray*
Director, Social Impact & Stakeholder Engagement, Sustainable Development
ConocoPhillips
Christine Wallier**
Investor Relations, Fundraiser
Hazel Capital
Dominique White*
Senior Corporate Sustainability Advisor
Enerplus
Can Yuan, CFA*
VP, Senior Research Associate
AB Bernstein
Aaron Ziulkowski, CFA*
Investment Analyst and Manager, ESG Integration
Boston Trust Walden Company
* Indicates an FSA Credential Holder
** Indicates an FSA Level II Candidate who has passed the FSA Level I exam
Version 1.0 Contributors
The following contributors lent their expertise to content review, writing, and exam development during the original development of the FSA Credential.
Andrew Collins
Henrik Cotran
Bryan Esterly
Anton Gorodniuk
Sonya Hetrick
Rommie Johnson
Jerome Lavigne-Delville
Nicolai Lundy
Nashat Moin
Doug Park
Himani Phadke
Arturo Rodriguez
Jean Rogers
Levi Stewart
Quinn Underriner
Gabriella Vozza
Shilpa Andalkar
Candace Taylor Anderson
Kelly Braaten
Dylan Brix, CFA
Madison Brown
Tricia Dunlap
Emil Efthimides, CFA
Ira Feldman
Nina Luzzatto Gardner
Lance Garrison, CFA
Michael Greis, CFA
Martin Guthrie
Chris Hagler
Paul Herman
John Horn
Ramsay Huntley
Keith Johnson
Mandy Kirby
Will Krause, CFA
Erica Lasdon
Jennifer Leitsch
Rebecca Lemoge, CMA, CPA(i)
Bridgette Malone, CFA
Steven Mezzio, CPA
Brad J. Monterio
Robert R. Mudra, CFA
Angela Nahikian
Siobhan Sonia Pandya, ACCA
Tessie Petion
Leah Picker, CPA
Jon Prins
Tom Raymond
Chris Rees
Alyssa Rieder
Peter Templeton
John Williams
Jennifer Woofter
Sean Wright, CPA
Ryan Young
