Click on a name below to learn more about each Boston Common team member.
Geeta Aiyer, CFA, President/CIO U.S. Strategies/Portfolio Management
Working as a portfolio manager for institutions and individuals allows Geeta to combine her commitment to sustainability with her training and experience in investment theory and finance. Geeta was formerly President of the Walden Asset Management division of the United States Trust Company of Boston. She has worked with investments for 25 years. Geeta’s prior work experience includes tenure with United States Trust Co. Boston and Cambridge Associates as well as public administration and rural development in India. She has founded two prior companies, Walden Capital Management (1994) and East India Spice (1987). She received her MBA from Harvard University and her BA and MA degrees from the University of Delhi, India. Geeta serves on the boards of the Worldwatch Institute and the New England Foundation for the Arts.
Matt Zalosh, CFA, Portfolio Management/CIO International Strategies/Securities Research
Matt is responsible for investment research in the financial services and healthcare sectors. Matt began his career at State Street Research and Management in Boston 15 years ago. From 1997 to 2001, he worked at Dodge & Cox in San Francisco, where he covered banks and REITS and helped the firm launch its international mutual fund. Matt received his BA, cum laude, in Economics and International Studies from Colby College, and has an MA in International Relations from Johns Hopkins School of Advanced International Studies (SAIS), where he specialized in emerging markets and worked on development consulting projects in Mexico and Ecuador. Matt has lived in Spain and has traveled extensively in Europe, Latin America, and Asia. He currently serves on the board of Primary Source, a non-profit dedicated to K-12 professional development with a focus on global knowledge.
Carol Malnick, Portfolio Management
Carol provides portfolio management services to our high net worth and institutional clients, and has established Boston Common’s presence on the West Coast. With over 24 years of experience, Carol has managed socially responsible investment portfolios at Trainer Wortham (a division of First Republic Bank), Nelson Capital Management, Harris Bretall, and most recently with Stanford Investment Group. Carol received her BA from the University of California, Los Angeles. She has served on numerous national and community boards, including the Northern California Community Loan Fund and the Social Investment Forum.
Praveen Abichandani, CFA, Securities Research
Praveen brings nearly 20 years of investment analysis experience in equity research and corporate development in the telecom & media industries. Before joining Boston Common, he served as an equity analyst at Fidelity Investments, Citigroup Asset Management, and a hedge fund. While at Fidelity, Praveen managed the Select Industrial Equipment fund for two years and the Select Advisor Electronics fund for a year. At Citigroup Asset Management, Praveen was responsible for equity research of the global semiconductor sector. During his business development career at Cox Communications and GTE Wireless, Praveen worked extensively on projects in Mexico. He has also lived and worked in Japan and Germany early in his career at GTE. Praveen received his MBA from the University of Texas at Austin and his BS in Chemical Engineering from Osmania University in India.
Nancy Spady, CFA, Securities Research/Firm Management
Nancy is a member of Boston Common's board of directors and brings more than 20 years of investment experience to the firm's mission of pursuing financial return and social change. She was an analyst and co-portfolio manager for a large investment firm in the Midwest, ultimately becoming a Managing Director. Previously, Nancy was voted an Institutional Investor All-America Research Team Runner-up in two financial services categories while working on Wall Street. In addition, Nancy gained experience managing a broad range of investments for a significant family office in Illinois, including real estate and private equity transactions. Nancy received her MBA from Harvard University and her BA, with honors, from Swarthmore College.
Margien Tolson, CFA, Securities Research
Margien, who works out of Boston Common's West Coast office, has over 20 years of experience in equity research and portfolio management. Previously, she worked at Stanford Investment Group, and for Trainer Wortham, a division of First Republic Bank, as a portfolio manager. Margien served first as Director of Research and then as Chief Investment Officer at Nelson Capital Management and worked at RCM Capital Management in both portfolio management and research positions. Margien received her BA from the University of Pennsylvania and her MBA from the University of San Francisco.
Nathan Foley-Mendelssohn, CFA, Investment Research/Portfolio Management
Nathan conducts fundamental investment research in the Energy sector, builds quantitative and analytical tools in support of the investment process, and oversees the implementation of our fixed income strategies. Nathan received his BA degree, with honors, in History and International Relations from Harvard University, and worked previously as a scientific computer programmer at an oceanographic laboratory in California.
Thomas Darling, CFA, Securities Research
Tom focuses on segments of Technology, Healthcare and Utilities. He brings a background in energy efficiency finance, investment management and consulting/intrapreneurship. Prior to Boston Common, Tom was a Fellow at the Massachusetts Department of Energy Resources (DOER) where he worked to engage private investment in energy efficiency improvements in the Commonwealth. Before joining the DOER, he spent six years as an Analyst at Evergreen Investments in Boston covering Technology and Healthcare companies. Tom received his MBA from the Tuck School of Business at Dartmouth College, holds the Chartered Financial Analyst designation from the CFA Institute, and is a member of the Boston Society of Securities Analysts. He majored in Economics and Asian Studies at Colgate University and studied Mandarin Chinese at the Taipei Language Institute.
Marlon Gerra, Investment Research Associate
Marlon supports Boston Common's investment efforts in a variety of ways including quantitative analysis, fundamental research, and marketing support. Prior to joining Boston Common, Marlon worked as a consultant for Deloitte & Touche’s tax practice and as a fixed income research associate for UBS. Marlon received a BCom (Finance & Economics) from the University of Toronto, an MS in Financial Engineering from the University of Michigan and an MA in Statistics from Harvard University.
Steven Heim, ESG Research/Shareholder Engagement
Steven is primarily responsible for ESG research on domestic and international companies and for our shareholder engagement work. He has 20 years experience in the SRI field. In collaboration with Geeta Aiyer, he has contributed to the book The SRI Advantage: Why Socially Responsible Investing Has Outperformed Financially (New Society Publishers, 2002). Steven received two Bachelor of Science degrees from Massachusetts Institute of Technology. Steven was a licensed foster parent for 8 years. He served on the Board of Trustees of the Vermont Public Interest Research Group for 15 years and serves on the advisory board for the Mercury Policy Project, a project of the Tides Foundation. Steven served for three years as the Co-Chair of the Global Warming Working Group of the Interfaith Center on Corporate Responsibility. He serves on the Steering Committees of the Social Investment Forum's Sustainable Investment Research Analyst Network and the Indigenous Peoples Working Group (IPWG) and is chair of the IPWG's advocacy subcommittee.
Lauren Compere, Client Administration/Compliance/Shareholder Engagement
Lauren is primarily responsible for working with clients invested in Boston Common subadvisory strategies and has day-to-day oversight of Boston Common’s sub-advisory relationships. Lauren also coordinates Boston Common’s international shareholder engagement initiatives has over 20 years of experience in the SRI field. Lauren received her BA in Environmental Studies from the University of Vermont, Cum Laude, and her MS in Community Economic Development from Southern New Hampshire University. She has completed the Certified Financial Planner (CFP) Certificate Program at Boston University. Lauren served as the Co-Chair of the Access to Health Working Group (2005-2008) and the Human Trafficking subcommittee (2006-2008) of the Interfaith Center on Corporate Responsibility (ICCR). She is currently Co-Chair of the Social Investment Forum’s International Working Group and the Emerging Markets Disclosure Project.
Leah Turino, ESG Research
Leah works with the Social Research Team, conducting ESG research on domestic and international companies. Prior to joining Boston Common, she interned at EIRIS, where she updated ESG reports of more than 150 domestic companies. Leah received a BA, with distinction, from Colby College with a major in Economics and a minor in Environmental Studies. She volunteers with the Natural Resources Council of Maine, supporting their conservation and environmental safety initiatives.
Constantina Bichta, PhD, ESG Research
Constantina works with the Social Research Team on the research process and she conducts ESG research on domestic and international companies. Prior to Boston Common, Constantina worked as a Consultant in the UK for eight years, where she advised both corporate and public sector clients on sustainability and Corporate Social Responsibility issues, focusing on how to develop CSR policies and communicate sustainability. Constantina holds a Master’s in Social Research and a PhD in Management from the University of Bath, UK. She is also a Senior Lecturer at the Northeastern University, where she teaches about the role of human values in our fast developing technological world.
Kristin S. Jenko, Client Service/Marketing
Kristin services clients invested in our internally managed strategies and works in collaboration with the marketing team. Prior to joining Boston Common, she was an Event Coordinator and Sales and Marketing Assistant for The Lavin Agency, an international speakers bureau in the corporate and university markets. Kristin received a BFA in Writing, Literature, and Publishing from Emerson College and volunteers with local, nonprofit organizations, including The Knitting Connection, a nonprofit distributing hand-knitted winter clothing to children in need. She is also active the Boston theater community.
Alexander Jovanovic, Client Service/Marketing
Alex is primarily responsible for coordinating Boston Common’s marketing efforts and managing both individual and institutional client relationships. He received his BA from Tufts University with a double major in International Relations and Economics. Prior to joining Boston Common, Alex worked as a Marketing Assistant for the Tufts University Summer Programs Office, where he conducted marketing research and worked on publications. From 2009 until 2011 he served on the Leadership Team of the Boston Area Sustainable Investment Consortium. He is currently the president of the executive board of St. Sava Church in Cambridge, MA (Vice-President 2004-2008). Alex is a life-long recreational Serbian folk dancer, most recently performing with the Grachanitsa Folk Dance Ensemble of Boston from 2003-2005.
Caitlyn Phan, Client Service/Marketing
Caitlyn services clients and works in collaboration with the marketing team. Prior to joining Boston Common, Caitlyn was a wealth management associate at Vodia Capital where she provided client services and conducted research. She also volunteered as a grant writer and researcher at New Generation Energy, a non-profit organization that provides affordable capital to renewable energy projects. Caitlyn received her BA from Amherst College where she studied English and European Art and History.
Andrew Thompson, Client Service
Prior to joining Boston Common, Drew held dual roles as a Customer Service Associate and Portfolio Associate for Emerson Investment Management, where he provided wealth management support. Before joining Emerson, he spent four years working as an Investment Consultant for Fidelity Investments, specializing in mutual funds. Drew received a BS in Finance from Providence College and is a MSF candidate at Brandeis University, with an concentration in international investments. He is currently an associate members of the Market Technicians Association and is a Chartered Market Technician Level II candidate.
David Honick, Client Service
David joins Boston Common's client service team after working as an ESG Analyst in Milan, Italy. He has a background in equity options, having worked as a Trading Operations Associate at Rampart Investment Management in Boston. David holds a BA in History and Economics from Wheaton College, and has completed internships at KLD Research & Analytics and the Intrepid Sea, Air & Space Museum. In his spare time, David teaches spinning classes at various Boston gyms.
Kellee Livingston, Client Service
Kellee has spent fifteen years working in the investment industry with both institutional and high net worth clients. Before joining Boston Common Asset Management LLC, she worked for Barclays Global Investors in their San Francisco headquarters and was involved in both client service and portfolio administration. Kellee received her BA in Economics from Wheaton College in Norton, MA and her MS in Resource Economics from the University of Maine. Kellee volunteers with the Northern California Whippet Fancies Association assisting with whippet rescue and foster care.
Matthew Meade, Client Service
Matt joins the Boston Common team after spending four years in Costa Rica, where he worked promoting sustainable community development in a variety of roles. As a Peace Corps Volunteer, Matt collaborated closely with a local NGO to establish “Community Credit Enterprises” in rural towns throughout the south-pacific region. The latter half of his time was spent working in the hospitality industry as Sustainability Director for two eco-lodges, helping improve their company practices and policies according to Costa Rica’s Certification for Sustainable Tourism. He graduated magna cum laude from Middlebury College in 2007 with a double major in International Politics & Economics and Italian.
Dory Bowers, Director of Operations
Dory is primarily responsible for the oversight of trading, operations and systems within the firm. She has over 10 years of experience in the financial services industry; most recently as Executive Principal for Shepherd Kaplan LLC, a registered investment advisory firm, in charge of both daily operations and development of trading, research and investment monitoring resources. Prior to her position as Executive Principal she was in client management and operations in the Global Custody division of a private bank. Dory received her BA in Biology from Smith College.
Karen Corbosiero, Trading & Operations
Karen is primarily reponsible for in-house portfolio accounting and trading on our equity accounts. Karen has worked in the financial services industry for the past 9 years. Most recently she was employed at Excalibur Management Corporation. During her time at Excalibur, Karen was involved in both operations and client services. Her responsibilities included managing the portfolio accounting system, calculating fee revenue, and producing investment performance reports. Karen received her BA from Vanderbilt University with a major in Mathematics and a minor in Financial Economics.
Kate Lyons, Office Manager/Administrator
Kate supports the entire Boston Common Team, including the Marketing, Operations, and ESG Research departments. Prior to joining Boston Common, she spent five years at the Archdiocese of Boston as a Real Estate and Insurance Associate, working directly with the Director of Parish and School Services. Kate also worked for Cambridge Associates as Administrator for the Marketable Manager Research Group. She received her BA in Psychology from Assumption College in Worcester, MA.
Kate Poverman, Chief Compliance Officer
Kate is responsible for overseeing Boston Common Asset Management’s compliance policies and procedures, helping to maintain the company’s high ethical standards and its focus on best industry practices. Kate graduated from the Law School at the University of Chicago in 1986. After practicing complex financial and securities litigation in Chicago for several years, she moved to Boston and joined the U.S. Securities and Exchange Commission as senior enforcement counsel in 1993. In 1996, she joined Eaton Vance Management as a compliance attorney. She returned to the SEC in 1998, and was the Assistant Regional Administrator of Enforcement of the Boston office when she left the SEC in 2003.
Emmanuel Sabiiti, Trading
Emmanuel is primarily responsible for trading and in-house portfolio operations. Before joining Boston Common, he interned both at Meyer Capital Partners in Connecticut as a Research Assistant, and at Burchfield Resources LLC, a venture capital firm in Vermont. He received his BA from Middlebury College with a major in Mathematics and a minor in French, and is a class agent for his Middlebury graduation class. Emmanuel volunteers with We Bead Connected, a non-profit based in Colorado that’s focused on emancipating women in Uganda, and is also a member of the Boston Security Traders Association, an industry organization.
Marykelly Smith, Controller
Marykelly is responsible for the management of the financial operations of the firm. Before joining Boston Common, Marykelly worked at the Boston law firm of Nutter, McClennen & Fish, LLP in various financial roles including Controller for most of her seventeen years there. Marykelly received her Bachelor of Science degree in Finance from Boston College. She actively volunteers her time to several organizations including St. Patrick Parish and School in Stoneham, MA.
Tricia Whiffen, Operations
Tricia is primarily responsible for portfolio accounting and operations as well as trade settlement. She has 20 years of experience working on both the Custodian and Investment sides of the industry. Her career began at the Bank of Boston where she held operational, administrative and supervisory positions. For the past ten years, Tricia has worked for several investment firms, most recently Trillium Asset Management. She has also volunteered for over 15 years to two local organizations - Friend's of Boston's Homeless and The Alzheimer's Association.
