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 FSA Credential team

The work of the FSA Credential team is supported by a global cohort of subject matter experts, including practitioners and academics in the fields of investment analysis, asset/portfolio management, corporate sustainability, financial reporting, securities law, accounting, assurance, consulting, and more.

Version 2.0 Contributors

The following contributors lent their expertise to content review, writing, and exam development during the 2020-2022 update of the FSA Level I and II curricula and exams. Many continue to contribute their expertise on an ongoing basis.

Christine Ackerson**
Director, Sustainability and CSR
LG Electronics North America

Aziza Akhatova*
Global Sr. Manager, ESG Strategy and Reporting
Johnson & Johnson

Melissa Amler*
Sustainable Investment Analyst
UBS Hedge Fund Solutions

Sonay Aykan*
Associate Director, ESG & Sustainability

Stephanie Berger*
Senior Specialist, Corporate Responsibility & Environment

Kenneth Bruce*
Red Rock Global Advisors

Philipp Buff *
Head of Credit Research
Pictet Asset Management

Miranda Carr*
Executive Director, ESG Research

Valérie Cecchini*
Managing Partner
Borealis Global Asset Manager

Shaska Chirinos*
Relationship Manager, US
PRI (In a personal capacity)

Lisa Marie K.Y. Djeng, CMA, CESGA*
Managing Director/Portfolio Manager
Keywise Capital Management, Hong Kong

Stephanie Dolmat*
Head of ESG Reporting & Communications

Melanie Dubin*
ESG Analyst
Avalon Trust

Anca Enache, MBA*
Sustainability Consultant
3P Impact Consulting

Alessia Falsarone*
Head of Sustainable Investing
PineBridge Investments

Mike Flowers, CFA*
VP, Senior Analyst
Clearbridge Investments

Lance Garrison, CFA*
VP, Portfolio Manager, Growth Equity
Atlanta Capital Management

Barry Gladstein, CFA, CPA*
Head of Sustainable Investing
Macquarie Asset Management – Public Investments

Luca Grassadonia, CFA*
Corporate Finance Partner, ESG Analyst
Kreston GV Italy

Cassandra Greeff, CA*
Chief of Staff to the CEO

Tori Hack
Senior Manager, Climate Change & Sustainability Services

Yvonne Jeffery*
Vice President, Sustainability
Vermilion Energy

Jana Jevcakova*
Managing Director, Corporate Governance
Morrow Sodali

Avery Kintner *
Vice President
William J Worthen Foundation

Nikoleta Konstantinidou, FMVA**
Corporate Social Responsibility and Sustainability Manager

Bryan Kuppe**
Director, Sustainability
American Chemistry Council

Isabelle Laprise, CFA*
Director and Portfolio Manager
Jarislowsky Fraser Ltd.

Jennifer Leitsch*
Vice President, Corporate Responsibility

Deborah Lyttle, CFA**
Financial Services Professional / Former Vice President

Yaowen Ma*
Program Manager, ESG & Sustainability
New York Power Authority

Rui Matos, CFA, CFP, FRM*
Portfolio Manager
Catalyst Capital Advisors

Chris Matteini, MBA*
TIFF Investment Management

Dan McSpirit*
Advisory Board Member, Investment Advisor
Multiple Organisations

Ali Mize*
ESG Manager
Neiman Marcus Group

Michael Moore, CFA*
Chief Investment Officer
Bigelow Investment Advisors

Havesh Nagarajan*
Enterprise Success Manager Bentley Systems
Adjunct Lecturer
BCA Academy

Athena Ng, CFA, CPA*
General Manager, Corporate Finance & Communications Department
China Overseas Land & Investment Ltd.

Réjean Nguyen, CFA*
Director, Investment Stewardship
Caisse de dépôt et placement du Québec

Randy Nordby, CFA*
Adjunct Professor
Kogod School of Business at American University

Patty O’Sullivan, ERP, CAIA, PMP, SCR*
President and Founder
Navigate ESG Advisors

Andrea Palmer*
Responsible Investment Lead, Listed Real Estate

Emily Parlapiano*
Director, ESG Programs and Reporting
Amneal Pharmaceuticals

Andy Poreda*
Research Analyst
Sage Advisory

Marie-Josée Privyk, CFA*
Chief ESG Innovation Officer

Alicia Rubí, CFA*
Sustainability Strategy Partner
Attalea Partners

Jennifer Sadenwater**
Managing Director
ESG Lynk

Carlos Sanchez**
Senior Manager

Tara J. Stacy*
Director of Investment Stewardship
Colorado Public Employees’ Retirement Association

Rekha Vaitla*
Deputy Director, Corporate Governance and Sustainable Investment
Office of the Illinois State Treasurer

James Viray*
Director, Social Impact & Stakeholder Engagement, Sustainable Development

Christine Wallier**
Investor Relations, Fundraiser
Hazel Capital

Dominique White*
Senior Corporate Sustainability Advisor

Can Yuan, CFA*
VP, Senior Research Associate
AB Bernstein

Aaron Ziulkowski, CFA*
Investment Analyst and Manager, ESG Integration
Boston Trust Walden Company

* Indicates an FSA Credential Holder
** Indicates an FSA Level II Candidate who has passed the FSA Level I exam

Version 1.0 Contributors

The following contributors lent their expertise to content review, writing, and exam development during the original development of the FSA Credential.

Andrew Collins
Henrik Cotran
Bryan Esterly
Anton Gorodniuk
Sonya Hetrick
Rommie Johnson
Jerome Lavigne-Delville
Nicolai Lundy
Nashat Moin
Doug Park
Himani Phadke
Arturo Rodriguez
Jean Rogers
Levi Stewart
Quinn Underriner
Gabriella Vozza
Shilpa Andalkar
Candace Taylor Anderson

Kelly Braaten
Dylan Brix, CFA
Madison Brown
Tricia Dunlap
Emil Efthimides, CFA
Ira Feldman
Nina Luzzatto Gardner
Lance Garrison, CFA
Michael Greis, CFA
Martin Guthrie
Chris Hagler
Paul Herman
John Horn
Ramsay Huntley
Keith Johnson
Mandy Kirby
Will Krause, CFA
Erica Lasdon

Jennifer Leitsch
Rebecca Lemoge, CMA, CPA(i)
Bridgette Malone, CFA
Steven Mezzio, CPA
Brad J. Monterio
Robert R. Mudra, CFA
Angela Nahikian
Siobhan Sonia Pandya, ACCA
Tessie Petion
Leah Picker, CPA
Jon Prins
Tom Raymond
Chris Rees
Alyssa Rieder
Peter Templeton
John Williams
Jennifer Woofter
Sean Wright, CPA
Ryan Young