State Street Corporation (NYSE: STT) is the
world's leading provider of financial services to institutional investors including investment servicing, investment management, investment research, and trading. We manage $33.1 trillion in assets
under custody and administration and $2.8 trillion in assets under management (as of December 31, 2017), and operate globally in more than 100 geographic markets. State Street Global Advisors (SSGA)
is the investment management arm of STT, and has been committed to helping the world’s largest, most sophisticated investors and financial intermediaries reach their goals through a rigorous,
research-driven investment process spanning indexing, smart beta, and active strategies. SSGA is a signatory to the UN Principles for Responsible Investment (UN PRI). From an extensive asset
stewardship program to sophisticated screening and integration strategies, SSGA helps clients harness the benefits of sustainable investing and transform their ESG beliefs into actionable
Ethic brings sustainable impact investing mainstream through technology, data science, and design. We implement Nobel Prize winning strategies to create customized portfolios
of responsible, low-cost investments based on your financial goals, risk preferences, and personal values. Sustainability extends beyond the environment. It has been demonstrated that companies that
nurture their workforce, empower their shareholders, and also respect the environment outperform their less sustainable counterparts. We build you an intelligent portfolio of carefully selected
investments by scrutinizing the environmental, social, and governance (ESG) practices of businesses.
Ethic was described by Inc. Magazine as one of the six leading companies making the world a better place. (click here)
Cornell University is an American private Ivy League research university located in Ithaca, New York, United States. Once called "the first American university" by educational historian
Frederick Rudolph, Cornell University represents a distinctive mix of eminent scholarship and democratic ideals. Adding practical subjects to the classics and admitting qualified students regardless
of nationality, race, social circumstance, gender, or religion was quite a departure when Cornell was founded in 1865.
The Max Planck Institute for the Study of Societies conducts advanced research on the governance of modern societies. It aims to develop an empirically based theory of the social and
political foundations of modern economies by investigating the interrelation between economic, social and political action. Using primarily an institutional approach, it examines how markets and
business organizations are embedded in historical, institutional, political and cultural frameworks, how they develop, and how their social contexts change over time. The institute seeks to build a
bridge between theory and policy and to contribute to political debate on major challenges facing modern societies.
The University of Oxford is a university in Oxford, England. It is the second oldest surviving university in the world and the oldest in the English-speaking world. Although the exact date
of its foundation remains unclear, there is evidence of teaching there as far back as the 11th century. The University grew rapidly from 1167 when Henry II banned English students from attending the
University of Paris. In post-nominals, the University of Oxford was historically abbreviated as Oxon (from the Latin Oxoniensis), although Oxf is nowadays used in official university
The Massachusetts Institute of Technology (MIT) is a private research university located in Cambridge, Massachusetts. MIT has five schools and one college, containing a total of 32 academic
departments, with a strong emphasis on scientific and technological education and research. Founded in 1861 in response to the increasing industrialization of the United States, the institute adopted
the European polytechnic university model and emphasized laboratory instruction from an early date. MIT's early emphasis on applied technology at the undergraduate and graduate levels led to close
cooperation with industry, but curricular reforms under Karl Compton and Vannevar Bush in the 1930s re-emphasized basic scientific research.
Located in historic Providence, Rhode Island
and founded in 1764, Brown University is the seventh-oldest college in the United States. Brown is an independent, coeducational Ivy League
institution comprising undergraduate and graduate programs, plus the Alpert Medical School and the School of Engineering. With its talented and motivated student body and accomplished faculty, Brown
is a leading research university that maintains a particular commitment to exceptional undergraduate instruction.
Harvard University is a private Ivy League university located in Cambridge, Massachusetts, United States, established in 1636 by the Massachusetts legislature. Harvard is the oldest
institution of higher learning in the United States and the first corporation (officially The President and Fellows of Harvard College) chartered in the country. Harvard's history, influence, and
wealth have made it one of the most prestigious universities in the world. Harvard was named after its first benefactor, John Harvard.
The Organisation for Economic Co-operation and Development (OECD) is an international economic organisation of 34 countries founded in 1961 to stimulate economic progress and world trade. It
defines itself as a forum of countries committed to democracy and the market economy, providing a platform to compare policy experiences, seeking answers to common problems, identifying good
practices, and co-ordinating domestic and international policies of its members. The OECD originated in 1948 as the Organisation for European Economic Co-operation (OEEC), led by Robert Marjolin of
France, to help administer the Marshall Plan for the reconstruction of Europe after World War II.
NORC at the University of Chicago, established in 1941 as the National Opinion Research Center, is one of the largest and most highly
respected social research organizations in the United States. Its headquarters are located on the University of Chicago campus, at 1155 E. 60th Street, Chicago. NORC conducts numerous research
projects involving opinion survey and other data collection and technology strategies. NORC’s projects are focused in a number of topical areas: society and culture; economics and population;
education and child development; health studies; substance abuse; mental health; criminal justice; statistics and methodology; and technology.
The University of Chicago (U of C, UC, UChicago, or simply Chicago) is a private research university in Chicago, Illinois, USA. It was founded by the American Baptist Education
Society with a donation from oil magnate and philanthropist John D. Rockefeller and incorporated in 1890. William Rainey Harper became the university's first president, in 1891, and the first classes
were held in 1892. It has a reputation of devotion to academic scholarship and intellectualism and is affiliated with scores of Rhodes Scholars and 85 Nobel Prize laureates.
The National Bureau of Economic Research (NBER) is an American private nonprofit research organization "committed to undertaking and disseminating unbiased economic research among public
policymakers, business professionals, and the academic community." The NBER is well-known for providing start and end dates for recessions in the United States. The NBER is the largest economics
research organization in the United States. Many of the American winners of the Nobel Prize in Economics were NBER Research Associates.
The University of Chicago Booth School of Business is a graduate business school located in Chicago, Illinois, at the University of Chicago. Formerly known as the University of
Chicago Graduate School of Business, Chicago Booth is the second-oldest business school in the U.S., the first such school to offer an Executive MBA program, and the first to initiate a Ph.D. program
in business. The school's flagship campus is located in the Hyde Park neighborhood of Chicago on the main campus of the university. The school also maintains additional campuses in London and Hong
Kong, as well as in downtown Chicago on the Magnificent Mile. In addition to conducting graduate business programs, the school conducts research in the fields of finance, economics, quantitative
marketing research, and accounting.
Thomas Weisel Partners Group, Inc., also known as TWP or Weisel, is a U.S. growth focused investment banking firm based in San Francisco, California. The firm was launched in January
1999 by Thom Weisel and other personnel from the former Montgomery Securities. Thomas Weisel Partners specializes in the growth sectors of the economy, with deep domain expertise in Consumer, Energy,
Healthcare, Internet, Media & Telecom, Metals & Mining, and Technology. Their Investment Banking, Brokerage and Equity Research divisions serve emerging growth companies and institutional
investors worldwide. Thomas Weisel Asset Management offers a variety of U.S. equity investment products, distribution management services, and private equity and venture capital funds.
Cowen Group, Inc. is a diversified financial services firm and, together with its consolidated subsidiaries, provides alternative investment management, investment banking, research, and
sales and trading services through its two business segments: Ramius LLC and its affiliates makes up the Company’s alternative investment management segment, while Cowen and Company, LLC is its
At the turn of the new century, relatively few
tech start-ups were located in New York City. Silicon Valley, New England, LA/Orange County, San Diego and even upstate New York far outstripped the New York metropolitan area in the number of tech
start-ups. From 2007 to 2011, however, tech start-ups in NYC grew by 32%, during a severe economic recession when other regions experienced sharp declines....more
Examined how governance and social order emerge
in the new market-based institutional structure of financial markets. In particular, since the 1980s, a market-based institutional structure has been developing in parallel with the traditional
bank-based structure and has supplanted the traditional system as the dominant source of credit for the US economy. However, the growth of this new parallel...more
Honors & Awards
National Science Foundation, Postdoctoral Research
Fellowship; Max Planck Society for the Advancement of Science, Postdoctoral Research Fellowship; Hazeltine Fellowship, Russell and Selina Wonderlic Fellowship; Commerce, Organizations, and
Entrepreneurship Dissertation Research Improvement Grant; Brown University, Dissertation Fellowship; Harvard University, Teaching Fellowship; Brown University, Summer Research Fellowship; Brown
University, Teaching Fellowship