About
A proprietary process developed at Yale University and honed at three Top 100 global financial institutions, led by senior executives with over 100 years of combined experience.
President / CIO
MBA, Yale School of Management; Managing Director, Head Portfolio Manager ESG Bank of America/ML/US Trust; 20 years of portfolio management and investment product engineering; Professor of Impact Investing; Author, thought-leader and lecturer in social investing; CSFA charter holder, Duke Fuqua Certificate in Impact Measurement.
Managing Director
Published author; 25 years of wealth management experience focused on UHNW families and institutions; Jeanette was elected to the Nevada Women's Chamber of Commerce Hall of Fame, and named by Vegas Inc., as a "Woman to Watch;'" Ms. Schneider possess a Wharton Executive Certificate in Investment Management.
Managing Director - Portfolio Manager
MBA, Darden School of Business; Lead portfolio manager Green Alpha Investments, COO and CCO experience; Author, thought-leader and senior researcher, manager selection and portfolio construction.
Chief Compliance Officer
BA, University of Southern Maine; Investment Adviser Certified Compliance Professional (IACCP ®); Senior Compliance Officer Key Bridge Compliance; Fund Compliance Officer, Apex Fund Services.
Inspiration
Thinkers whose work on markets, shared value and leadership shaped Reflective Investing.
Sterling Professor of Economics, Yale
Robert J. Shiller is Sterling Professor of Economics, Department of Economics and Cowles Foundation for Research in Economics, Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. He received his B.A. from the University of Michigan in 1967 and his Ph.D. in economics from the Massachusetts Institute of Technology in 1972. He has written on financial markets, financial innovation, behavioral economics and on public attitudes, opinions, and moral judgments regarding markets.
Founder, Inplace Impact
Stuart is one of the world's leading experts on how to generate the highest and most sustainable corporate profits and investment returns by creating innovations that are solutions for specific segments of humanity and the environment. Mr. Williams’ seminal writings and thesis from the early 90’s on making a profit while making a difference has served as a rallying cry for the Reflection Companies and his continued work at the College of Charleston and throughout the world is an example to us all.
Emeritus Professor of Finance, Yale School of Management
Roger G. Ibbotson is emeritus professor of the practice of finance at Yale School of Management and has written extensively on capital market returns, cost of capital, and international investment. He is the former chairman and founder of Ibbotson Associates, a financial research and information firm that was acquired by Morningstar, Inc. in 2006.
Senior Lecturer in Organizational Behavior, Yale School of Management
Dr. Brooks was a professor of our managing partner at Yale and has been a source of inspiration and coaching for many years. Her work on leadership and emotional intelligence, as well as writings on diversity and inclusion, have deeply influenced the human capital analysis component of Reflective Investing.
Get in touch
Tell us about your goals and your values. We'll show you how they can be reflected in a portfolio.
