Sam Pierce, CEO & President, has spent more than a dozen years involved in the values-based investment community. Prior to IW Financial, Mr. Pierce served as Director of Research for the Socially Responsible Investor Services division of Proxy Monitor. He has also been Vice President at Citizens Funds and Assistant Vice President at Wellington Management Company. Mr. Pierce earned his B.A. from Harvard University.
Dan Porter, Founder & Vice President of Strategic Initiatives, has spent more than 20 years in the communications and education fields. During that time he founded and managed both for-profit and non-profit organizations. Prior to IW Financial, Mr. Porter was President at the Center for Educational Media, a communications firm that served clients such as PBS, the Houghton Mifflin Company, and the U.S. EPA. Mr. Porter earned a BA with honors from Dartmouth College.
Normajean Forbes, Director of Finance and Administration, is responsible for managing financial activities and human resources at IW Financial. She joined the company in 2004. In her thirty plus year career, Ms. Forbes has served as Comptroller or Director of Finance for companies in the real estate, legal, finance, and television industries, where she served on the management teams of both mature and start-up companies. Her experience includes accounting, budgeting, cash management, financial reporting, information systems, mergers and acquisitions, and strategic planning.
Glen Yelton, Research Manager, is responsible for the day-to-day operations of the Research Department. Glen has been a consultant in primary and secondary business research for the past fifteen years. For the past five and a half years he has served a variety of roles for IW Financial, including sales and customer support, Senior Research Analyst, and his current position as Research Manager. Prior to joining IW Financial, Glen oversaw the development and operation of a registered investment advisor’s research program focusing on ESG data collection. Glen has also provided competitive intelligence research for a variety of Fortune 100 clients in a wide range of industries including consumer products, automotive and technology. He also served as an interrogator in the United States Army and as a key participant in the development of several business intelligence and corporate information database-driven software products. Glen received his B.S. degree from East Tennessee State University.
Mary Ann Tynan is a former partner of Wellington Management Company, LLP, where she served as Director of Regulatory Affairs for 18 years and served as Chair of the Ethics Committee, the Proxy Policy Committee, and the Wellington Management Company Charitable Fund.
Carol Atwood is a successful entrepreneur who is actively involved in creating, investing in, and participating in socially focused ventures for the purpose of leveraging business, finance and media to effect social change. She is a recipient of many awards, including “NYC Entrepreneur of the Year” award, which was sponsored by NASDAQ, Kaufmann Foundation, and Ernst and Young.
Ms. Atwood serves on numerous boards, including Community Investment Partners and the Calvert Foundation, where she serves as Chair of the Advancement Committee. She serves on the advisory board of AccountAbility, CSR Wire, and the New Paradigm Fund. She was formerly a board member and co-chair of the sustainability committee for Social Venture Network (SVN), a nonprofit network committed to building a just and sustainable world through business. Ms. Atwood served on the steering committee of Harvard Kennedy School’s Initiative for Responsible Investing (formerly housed at Boston College).
James Lincoln owns Lincoln Capital Management, an investment management business he has run for more than twenty years. Apart from Lincoln Capital, Mr. Lincoln manages a $15 million venture capital fund, VIKA/JDL, focused on small, sustainable business, and a $56 million real estate management company, LFM, that specializes in income-producing, commercial assets.
Adam Pener has spent his career involved with national security issues and global economic policy. As a founding executive and Chief Operating Officer of Conflict Securities Advisory Group, Inc. (CSAG), Mr. Pener oversaw its evolution from start-up to nationally recognized independent research provider. A leading figure in the field of global security risk, he has testified before a number of state legislatures on global security risk and has served as an expert source for dozens of national and international articles and reports on global security risk. Mr. Pener currently also serves on the Board of Directors of the Prague Security Studies Institute - Washington. He earned his MA in International Economic Policy from the Elliott School of George Washington University and a BA from Haverford College.
IW Financial Advisory Board
Jeff Stewart currently serves as Vice President for IntrinsiQ, LLC, a company backed by Accel-KKR. IntrinsiQ is the leader in medical oncology care software and the only source for longitudinal data on trends in cancer drug usage. Previously, Mr. Stewart was a co-founder and chief information officer for Wall Street On Demand, Inc., market leader in web delivery of financial information. Founded in 1991, Wall Street On Demand was sold to Goldman Sachs PIA in 2006. At Wall Street on Demand, in addition to his responsibility for the operational systems, Mr. Stewart launched products for the Global Research Settlement, retail brokerage and wealth management. Mr. Stewart graduated magna cum laude from Brown University with a BS in Electrical Engineering.
David Hobson Myers, PhD, serves on the faculty of the Perella Department of Finance where he teaches undergraduate and graduate investments courses. Professor Myers' main areas of research are in pension funds, mutual funds, performance measurement, conditional asset pricing, portfolio strategies, Japanese markets, international investing, and asset-liability modelling. His work has been published in the Journal of Financial Economics, Operations Research, and Interfaces. Prior to joining the faculty at Lehigh, Professor Myers spent 10 years working for investment research firms in New York and Tokyo.
Tania Neild runs InfoGrate, a consulting boutique specializing in financial data. From single family offices to private banks, Dr. Neild and her team have built successful financial-service platforms, including a separately managed account platform recognized byForbes as the "Best of the Web" in 2001 and a high wealth data consolidator has been noted by many as the one of the most flexible portfolio accounting and performance reporting platform of 2005. She earned her Ph.D. from Northwestern University in computer engineering.
Mark Bateman is founder and President at Segue Point, a consulting firm focused on the nexus of companies, investors, and environmental, social, and governance issues. Over a 20-plus year career in the ESG industry, Mark led the research departments at IRRC and IW Financial. He has consulted to the U.S. Environmental Protection Agency, World Resources Institute, Global Reporting Initiative, Ceres, Aperio Group, The Global Initiative for Sustainability Ratings, Calvert Group Mutual Funds, and others. He also served on the original Steering Committee of the Global Reporting Initiative helping to develop the current standard sustainability reporting framework for companies.
Mark is a senior advisor to IW Financial where he built the company’s research group and developed its ESG research methodology. He also serves on the Board of the Sustainable Investments Institute (Si2), a social proxy research firm.