Investor Advisory Group Members

James Andrus

Vice President Sustainability Global Markets
Franklin Templeton

James Andrus has served as the Vice President, Sustainability Global Markets for Franklin Templeton since March 2023. In this role, he is responsible for developing and executing Franklin Templeton’s Global Sustainability Strategy. Mr. Andrus draws on prior experience as the leader of the California Public Employees’ Retirement System Sustainable Investing program and a corporate partner at the global law firm of K&L Gates. James has served as a member of the Financial Accounting Standards Board’s Financial Accounting Standards Advisory Council and currently serves on the Securities and Exchange Commission’s Investor Advisory Committee, the Commodity Futures Trading Commission Market Risk Advisory Committee, and the IFRS Advisory Council. He is the 2022 recipient of the Excellence in Corporate Governance Award from the International Corporate Governance Network (ICGN) and currently serves on the ICGN Board. James graduated from West Point and the University of Texas School of Law.

Mary M. Bersot, CFA

CEO and Chief Investment Officer
Bersot Capital Management LLC

Mary Bersot, CFA, founded Bersot Capital Management LLC in 2006 to provide investment management services to high-net-worth individuals, families, foundations, and endowments.  Ms. Bersot was Co-Chief Investment Officer of Dresdner RCM’s Large Cap team where she was responsible for overseeing the investment management of $24 billion of institutional assets prior to founding Bersot Capital Management.

Mary has more than 30 years’ experience managing investment portfolios for clients. Her years working with individuals, trusts and families, her mutual fund management experience, and her role with major pension funds offers clients of Bersot Capital Management the depth and experience needed to manage their assets to achieve their investment goals. Ms. Bersot is a Chartered Financial Analyst and a member of the San Francisco Security Analyst Society.

Alicia Damley, CFA, CPA (Canada), CA

Investment & Audit Professional

With over 25 years professional expertise, Ms. Damley’s career includes defining Board strategy, oversight and renewal; leading and implementing risk and assurance best practices; and generating superior investment returns over business cycles, combining this to bring a global, executable, and well-rounded perspective to her roles. Ms. Damley is a CFA Charterholder and holds Chartered Professional Accountant (Canada) and Chartered Accountant designations. Her academic credentials include an Honours Bachelor of Science and a Master of Business Administration from the Rotman School, both from the University of Toronto, Canada.

Denise Dickins, Ph.D., CPA, CIA

Board of Directors
Watsco Inc.

Dr. Dickins serves on the Board of Directors of Watsco Inc. and NV5 Global Inc. As Professor Emeritus at East Carolina University, Denise brings extensive auditing, accounting, and corporate governance expertise to the Watsco board. Prior to her academic career, she worked in varying capacities for Arthur Andersen LLP, including as Partner in Charge of the South Florida Audit Division and she has served on the board of several publicly traded companies. She holds a Ph.D. in business administration from Florida Atlantic University and a B.S. in accounting and finance from Florida State University.

Jonathan Grabel

Chief Investment Officer
LACERA

Mr. Grabel manages the defined benefit pension fund on behalf of LACERA's active and retired members. He also oversees the investments for the LACERA-administered healthcare benefits program. Prior to LACERA, Mr. Grabel was the CIO for New Mexico PERA. Previously, he was a general partner at a private equity firm focused on growth-stage investments in technology, networking industries, and digital communications. Earlier in his career, Mr. Grabel was an investment banker and licensed CPA (inactive). He received his Bachelor of Science in economics from the Wharton School of the University of Pennsylvania and his MBA from the University of Chicago Booth School of Business.

Ken Goldman

Mr. Goldman is the former President of Hillspire, a family office management company responsible for financial and administrative functions, along with real estate, aviation, and maritime activities. Goldman is the former chief financial officer of Yahoo. He joined Yahoo in 2012 and throughout his five-year tenure was responsible for Yahoo’s global finance functions, including financial planning and analysis, controllership, tax, treasury, and investor relations. During a professional career spanning over forty years, Mr. Goldman has served as CFO of multiple public and private companies and as CFO has helped take three companies public. Mr. Goldman holds a B.S. in electrical engineering from Cornell University and an MBA from Harvard Business School. 

Parveen P. Gupta, LL.B., Ph.D.

Clayton Distinguished Professor of Accounting
Lehigh University College of Business

Parveen P. Gupta joined Lehigh University in 1987 and taught numerous courses in the areas of financial accounting, corporate governance, risk management, and internal controls. Dr. Gupta is nationally recognized in Sarbanes-Oxley, corporate governance, financial disclosure and internal control, audit committee effectiveness, and enterprise risk management. His current research focuses on understanding how a firm’s corporate governance practices affect quality of its financial reporting and consequently its financial and capital market performance. Additionally, his research also focuses on investigating the value relevance of the internal control disclosures under the Sarbanes-Oxley Act and the suitability of the various control models in helping management assess and auditors certify the effectiveness of a company’s internal controls over financial reporting pursuant to Section 404.

Tracy Sophia Harris

Current Independent Board Director

Tracy Sophia Harris is a former CFO and current independent board director with more than 30 years of operational, financial, and governance experience in highly regulated industries, including financial services, private equity, insurance, mutual funds, real estate, and technology. She serves on the Board of Directors of Bally’s Corporation, 1847 Holdings LLC, CareFirst Blue Cross Blue Shield, and the District of Columbia Retirement Board’s Board of Trustees. Ms. Harris received her MBA from St. Louis University, a M.P.A. from the University of Pennsylvania, and a B.S. in marketing from Fontbonne University. She also completed the General Management Program at Harvard Business School.

Jeffrey P. Mahoney, J.D., CPA

General Counsel
Council of Institutional Investors

Jeffrey P. Mahoney joined the Council of Institutional Investors (CII) as general counsel in 2006. His responsibilities include advocating the Council’s membership-approved policies before standard setters, regulators, members of Congress, and other policy makers. Prior to joining the Council, Mr. Mahoney was counsel to the chairman of the Financial Accounting Standards Board (FASB). From 1996-2006, he advised FASB and its parent entity, the Financial Accounting Foundation, on a variety of research, technical and administrative matters, and was primarily responsible for FASB’s Washington, D.C. liaison activities. Prior to joining FASB, Mr. Mahoney was a corporate securities lawyer at Morgan, Lewis & Bockius LLP; a law clerk to the Honorable James G. Exum Jr., chief justice of the North Carolina Supreme Court; and an auditor at Arthur Andersen LLP. Mr. Mahoney holds a J.D. degree, served on the North Carolina Law Review, and was named to the Order of the Coif. He also holds a B.B.A. degree and an A.A. degree.

Amy Copeland McGarrity, CFA

Chief Investment Officer
Colorado Public Employees' Retirement Association

Amy McGarrity is the Chief Investment Officer/Chief Operating Officer of the Public Employees’ Retirement Association of Colorado (Colorado PERA). She is responsible for managing over $60 billion for the pension plan in accordance with the Board of Trustees policies and state statutes. Ms. McGarrity oversees portfolio and risk management for global equities, fixed income, real estate, private equity, and new investment opportunities. She recommends investment policy to the Board of Trustees and contributes to strategic planning. As a member of the organization’s executive group, she also represents Colorado PERA to legislative bodies and other external entities. She has held previous investment positions at Buck Consultants, Prima Capital Holding, William M. Mercer Investment Consulting, and Caxton Corporation. Ms. McGarrity graduated from the University of Wyoming with a Bachelor of Science degree in Finance and earned her MBA at Rider University.

Paul O'Brien, Ph.D.

Wyoming Retirement System Board Member

Paul O’Brien most recently was Deputy Chief Investment Officer at the Abu Dhabi Investment Authority (ADIA), where he helped lead both strategic and tactical asset allocation, portfolio construction, and research, as well as advising ADIA’s Investment Committee. He was also Head of Fixed Income Strategy. Previously, Paul was a global fixed income portfolio manager at Morgan Stanley Investment Management in London and West Conshohocken, PA. Prior to that, he worked as an economist for Morgan Guaranty Trust Company in Paris and in London as Head of Morgan’s European economics team. Paul has a Ph.D. in economics from the University of Minnesota. He attended the US Naval Academy and received his undergraduate degree from the Massachusetts Institute of Technology.

Sanford (Sandy) Rich

Executive Director
New York City Board of Education Retirement System

Sanford “Sandy” Rich is the Executive Director of the NYC Board of Education Retirement System. Previously, Sandy was the Chief of Negotiations and Restructuring of the Pension Benefit Guaranty Corporation. Sandy is an SEC audit committee financial expert having served on both public and private company boards as audit committee chairman. Sandy has served as CFO and CEO of both public and private companies. Sandy’s career includes roles as an analyst, trader, investment banker, and portfolio manager in the non-investment grade debt capital markets. Sandy’s expertise includes bankrupt security investment, credit analysis, angel investing, pension system analysis and management, and corporate governance.

Gina Sanchez

Founder and Chief Executive Officer
Chantico Global

Gina Sanchez is CEO of Chantico Global, a Los Angeles-based global consulting firm that advises global pension, foundation, and family office clients and as CEO of Chantico Technology, an investment risk management machine learning innovation platform. Shedamle also serves as a member of the Board of Directors for Cedars Sinai Hospital. She previously served as the Director of Equity and Asset Allocation for Roubini Global Economics and Co-Lead Portfolio Manager for American Century’s Strategic Asset Allocation family of funds, where she was American Century’s youngest ever Portfolio Manager, managing over $6.5 billion in assets under management. Ms. Sanchez holds an A.B. in economics from Harvard and Radcliffe Colleges of Harvard University, and an M.A. in economic policy from Stanford University.

Nemit Shroff, Ph.D.

School of Management Distinguished Professor and an Associate Professor of Accounting
MIT Sloan School of Management

Nemit Shroff’s primary research interest concerns whether and why accounting disclosures such as audited financial statements, management forecasts, and press releases affect the corporate financing and investing policies of public and private companies. In addition, his research examines the reasons why corporate disclosure is regulated across the world and the economic consequences of regulating (or not regulating) disclosure. His research has been published in top accounting and finance journals and has received several awards. In addition, Shroff is an editor at one of the leading accounting research journals and has won multiple awards for his peer-reviewing service. Born in India, Shroff earned his undergraduate degree from the University of Mumbai and his MBA from Amrita School of Business. He then came to the U.S. to pursue his doctoral degree at the University of Michigan.

Sandra J. Peters, CPA, CFA

Senior Head, Global Advocacy
CFA Institute

Sandra Peters leads the Financial Reporting Policy Group at CFA Institute where she oversees a team responsible for tracking all corporate disclosure, accounting, auditing, and ESG issues of interest to investors globally. Ms. Peters has an extensive and well-balanced background as a user advocate, preparer, and auditor. Most recently, she served as Vice President and Corporate Controller at MetLife Inc. Prior to joining MetLife, she was a partner at KPMG LLP providing audit services primarily for insurance and financial services companies. She has been a member of the IFRS Interpretation’s Committee (IFRS IC), the FASB’s Financial Accounting Standards Advisory Council and the PCAOB’s Standing Advisory Group. Ms. Peters is a Certified Public Accountant licensed in New York, Texas, and Nebraska. She is a CFA and a member of CFA Society of New York. She holds a B.S./B.A. in accounting from the University of Nebraska and an MBA in finance from Indiana University.

Lynn Turner, CPA

Senior Advisor
Hemming Morse LLP

Lynn Turner, a Senior Advisor at Hemming Morse, has more than 45 years of auditing, business, regulatory, corporate governance, and academic experience related to financial reporting. He consults on complex investigations involving financial reporting, corporate governance, securities litigation, accountant and auditor liability, and technical accounting matters. Courts and the U.S. Congress recognize Lynn as an expert witness on financial reporting requirements, financial statement audits, and corporate governance standards and he has served as an arbitrator. In his former role as Chief Accountant for the U.S. Securities and Exchange Commission (SEC), Mr. Turner was the principal advisor to the SEC Chairman and Commissioners on a variety of matters, including the oversight and development of U.S auditing, financial reporting, corporate governance, accounting, and disclosure standards, as well as matters affecting audit committees of public companies. He has also served as a trustee of investment funds.

Gary G. Walsh, CFA, CPA

Principal
Luther King Capital Management

Gary G. Walsh, CFA, CPA, is a Principal of Luther King Capital Management (LKCM). He joined the firm in 1994 and serves as a portfolio manager and the communication services analyst. Prior to joining LKCM, Mr. Walsh worked in corporate finance/mergers and acquisitions and served as an auditor for Arthur Andersen and he worked in corporate finance for Dexter Corporation. Mr. Walsh graduated with a Bachelor of Business Administration from Southern Methodist University and a Master of Business Administration from Texas Christian University.

David Pitt-Watson

Visiting Fellow
Cambridge Judge Business School

David Pitt-Watson is a Visiting Fellow at Cambridge Judge Business School and former Chair of the UN Environment Programme's Finance Initiative. He is co-founder of Hermes (now Federated Hermes) "shareholder stewardship" businesses, which became the largest of any investment manager in the world. Under his leadership it was highly successful financially, and established Hermes as a global leader in good governance and responsible investment. He leads the influential initiatives at the RSA (The Royal Society for Arts), which has championed better pension arrangements in the UK. His early career was spent at Deloitte, where he was a partner for twelve years, ultimately running its strategy consultancy practice in London. A graduate of Oxford and Stanford Universities, Mr. Pitt-Watson was Visiting Professor at Cranfield University School of Management from 1990 to 1996. He has written widely on issues of governance and other aspects of institutional economics. His book, The New Capitalists, has been published in five languages.