ADASINA SOCIAL JUSTICE INDEX

Jane Edmondson, Co-Founder and CEO, EQM Indexes LLC

Jane Edmondson is the co-founder of EQM Indexes, a woman-owned firm dedicated to creating and supporting innovative indexes that track growth industries and emerging investment themes. The firm’s index design expertise spans a wide range of asset classes and financial instruments.

Ms. Edmondson is a former Quantitative Portfolio Manager with Allianz Global Investors and its predecessor firm Nicholas-Applegate. She started her career at Merrill Lynch and is approaching 30 years of experience in the investment industry. Jane holds an MBA in Finance from San Diego State University and a BA from UC Irvine.

Keith Beverly, Managing Partner & Chief Investment Officer, Grid 202 Partners

With over 15 years of investment management and financial planning experience, Keith’s responsibilities range from building customized investment portfolios to implementing sophisticated financial planning strategies for medical professionals, attorneys and professional athletes. GRID 202 Partners has developed an expertise in identifying private market investments that deliver financial returns while achieving positive social impact.

A Washington, D.C. native, he is one of fewer than 20 African American advisors in the United States who holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst® (CFA) designations. Keith graduated from Carnegie Mellon’s Tepper School of Business with honors and obtained his M.B.A. from UNC’s Kenan-Flagler Business School, where he was a Dean’s Fellow. He also sits on the board of North Carolina A&T’s Department of Family and Consumer Services, one of four CFP® Board-registered programs at a historically black college.

Walter Booker, Chief Operating Officer, MarketCounsel

Walter K Booker is the Chief Operating Officer of MarketCounsel, the premier business and regulatory consulting firm focused exclusively on the Registered Investment Advisor (RIA) sector, along with its affiliate, The Hamburger Law Firm. He also serves as an ambassador for the firm within the RIA space, including as a featured speaker at major industry events and as an author and editor of its published content. Prior to joining MarketCounsel, Walter was a senior operating executive in both the institutional and individual investor sectors of the financial services industry, associated with firms like Ameriprise Financial Advisors, PaineWebber, and Salomon Brothers, as well as a consultant to for-profit and not-for profit organizations across their lifecycles.

In addition to his extensive executive and industry expertise, Mr. Booker contributes an abundance of impactful philanthropic leadership experience in the financial services industry and in the broader community. He is a Trustee of the MarketCounsel Foundation, the Chairman Emeritus and a board member of Sponsors for Educational Opportunity (SEO) and a board member of the AAAA Foundation, among numerous service commitments. Mr. Booker is a graduate of Harvard College and resides in Upper Montclair, New Jersey.

Jas Chen, Investment Strategist

In their role as Investment Strategist, Jas Chen leads the public equities and fiscal justice fixed income investment management processes, as well as portfolio construction and analytics. They also oversee the implementation of Adasina products in the marketplace. Jas has always sought the intersection between social justice and investments and is excited to be a member of Adasina Social Capital.

Prior to joining Adasina, Jas was an Investment Analyst at an alternative investment boutique firm focusing on private credit, including direct lending, distressed credit, specialty finance, and non-performing loans. They had previously worked as a Financial Analyst specializing in renewable energy underwriting and valuation for Amazon Web Services. Jas began their investment management career as an analyst on the investment team of a high-net-worth, multi-family office. They were responsible for evaluating, underwriting, and monitoring new and existing liquid alternative investment strategies. Jas holds a BS in Finance from the University of Nevada, Las Vegas.

Renee Morgan, Social Justice Strategist, Adasina Social Capital

Renee brings a long history of political engagement, and a passion to create a just world, to her over 20 years of experience in the financial services industry. She moved into the field of Social Work and from 1995-2001, worked as a counselor in a domestic violence shelter for women, a teen halfway house, a women’s addiction recovery halfway house, and then a county detox center. In 2001, Renee shifted careers and entered the field of finance at Trilogy Financial. After three years, Renee moved on to start her own firm, Better World Investments, acting as President until 2020.

Renee joined Adasina Social Capital as the Social Justice Strategist to combine her passion and cumulative work experience to make social and economic change. Renee works with our social justice partners to establish our investment criteria and direct investment campaigns.

Over the years, Renee has been recognized as a leader within Socially Responsible Investing, has served on several boards and committees, and has been a longtime activist and volunteer in the community. She currently works with projects like Showing Up For Racial Justice (SURJ), Black Lives Matter 5280, Denver Justice Project, and the Racial Justice Investing Coalition.

Renee has a Bachelor’s degree in Political Science from San Jose State University and a Master’s degree in Counseling Psychology from Leslie College.

Kevin O’Neal Smith, Portfolio Analyst, Adasina Social Capital

As a lifelong Alaskan, Kevin has pursued a career that supports and celebrates community, business, and the environment. With a dynamic mix of experience and skills in investment analysis, data science and visualization, stakeholder engagement, project management, and a passion for community and inclusion, Kevin is thrilled to be a member of Adasina Social Capital’s growing team. As a Portfolio Analyst, Kevin helps implement key considerations informed by leaders of social justice movements to real-world investment decisions. Kevin holds a bachelor’s degree in business administration and economics from Fort Lewis College and is an active member in his local community.

Kevin began his career in investments in 2016 as an intern with his Alaska Native Regional Corporation, Sealaska. In that role, Kevin provided research and analytical support to inform Sealaska’s investment decisions that positively impact the region’s people, communities, and environment on behalf of more than 22,000 Tlingit, Haida and Tsimshian shareholders. During his time at Sealaska, Kevin led initiatives that worked to transition the corporation’s investment strategy to better reflect traditional Alaska Native values, such as environmental stewardship and social justice.

Maya Philipson, Co-Founder & Chief Operations Officer, Adasina Social Capital

Maya joined what is now Adasina Social Capital in 2006 after forming a connection with the firm through social justice work. As COO at Adasina, she is keenly focused on ensuring that each client has a positive experience with the firm by coordinating support teams and liaising with outside professionals. Maya leads the firm’s business strategy and promotes human and social capital development by mentoring the professional growth of employees. In addition, she advances the firm’s vision of a financial services industry that is aligned with movements for racial, gender, economic, and climate justice.

Maya is a graduate of Antioch College where she earned her degree in Cultural Studies. Prior to joining the firm, Maya was the Chief Financial Officer of a family real estate limited partnership and a financial advisor at Ameriprise. While there, she obtained the Series 7 (General Securities Representative Examination) and Series 66 (Uniform Combined State Law Examination) licenses. In addition to her professional work, Maya served on the Board of Directors and the Finance Committee of the National Center for Lesbian Rights for over six years.

Gabe Rissman, Co-Founder & President, Your Stake

Gabe is the Co-Founder and President of YourStake.org, which provides explainable ESG data/tools, impact reporting, and shareholder engagement services. Gabe also co-founded Real Impact Tracker to evaluate fund managers on their holistic impact creation. Gabe’s believes that long-term investors have a tremendous incentive and ability to fight societal injustice with the right data and client support.

Gabe got his impact investing start while co-leading Yale’s fossil fuel divestment movement. At the same time, he co-ran the undergraduate Socially Responsible Investment fund, which became the first undergraduate organization to file a shareholder resolution. Gabe was recognized as 30 under 30 in socially responsible investing, and sits on the board of the Intentional Endowments Network. His perfect day includes eating Thai food while discussing moral philosophy.

Rachel J. Robasciotti, Founder & CEO, Adasina Social Capital

Rachel J. Robascotti is a Black, queer woman and the Founder & CEO of Adasina Social Capital. Adasina is an investment and financial activism firm that serves as a critical bridge between financial markets and social justice movements. Rachel is also the founder of Robasciotti & Philipson, an investment management firm founded in 2004 and sister company of Adasina.

Among her many recognitions, Rachel has been called upon to testify before the US Senate regarding the state of financial markets. She is also regularly featured in the media, including The New York Times, Bloomberg, CNBC, Forbes, and Financial Planning Magazine as a leader in the financial industry for integrating issues of racial, gender, economic, and climate justice into investment portfolios. Rachel currently serves as Treasurer of the Board of Directors for Resource Generation and as a Board Member for One Fair Wage. She is also an advisor for the Integrated Capital Institute and the Indigenous Women’s Investment Fund.

Roberto Thornton, Investment Strategist, Adasina Social Capital

Roberto brings his industry expertise and experience as a social justice advocate to his role as Investment Strategist. At Adasina he leads the public equities and fiscal justice fixed income investment management process and oversees implementation of Adasina products in the marketplace.

Prior to Adasina, Roberto held roles at Vanguard including, Senior Investment Operations Analyst, specializing in the valuation and collateral management of over-the-counter derivatives positions, Lean Management Specialist, specializing in process improvement, and Brokerage Professional. Prior to working in investment management, Roberto worked in Retail Banking for national and regional banks. During his time in retail banking, Roberto helped Southwest and West Philadelphia residents with financial literacy to create successful pathways for building credit and homeownership.

Roberto is dedicated to showing visibility and creating a voice for the Transgender community. He has contributed to the intersections of Black and Transgender advocacy topics within his places of employment and community by, in the past, assisting in the creation of a Transgender Employment Guide and consulting across sectors within the local Philadelphia community. Roberto is a former Board Member of the Delaware Valley Legacy Fund and completed the New Leaders Council Fellowship Program, inducting him into a network of local changemakers across identities, industries, and issues to make collective impact.

Roberto is a Louisville, Kentucky native and currently lives in Philadelphia, where he attended the Fox School of Business at Temple University.

Sarah Walker, Assistant Professor of Economics, University of New South Wales

Dr. Sarah Walker is a Senior Lecturer in the School of Economics at the University of New South Wales, Sydney and holds a PhD from the University of Wisconsin, Madison. Her research addresses issues of poverty, environment, forced migration, and child health in lesser developed countries, the role of culture and institutions in shaping economic development, and the economic history of racial violence in the United States. Outside of her academic role, Sarah has held consultancies with the World Bank and UNHCR, and has over 5 years of experience in the financial services industry.