The work of SASB Education and the FSA Credential are supported by a wide range of professionals in the fields of investment analysis, sustainability, financial reporting, securities law, accounting, and assurance.

Version 2.0 Contributors

The below contributors lent their expertise to content review during the update of the FSA Level I Study Guide. Additional experts who have contributed to exam development will be added in the near future.

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

Stephanie Berger *
Senior Specialist, Corporate Responsibility & Environment

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

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 and Sustainability Services

Yvonne Jeffery *
Vice President, Sustainability
Vermilion Energy

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

Yaowen Ma *
Principal Analyst

Chris Matteini *
TIFF Investment Management

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

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

Andy Poreda *
Research Analyst
Sage Advisory

Jennifer Sadenwater **
Managing Director
ESG Lynk

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

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

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