Jon Hale, PhD, CFA, Head of Sustainable Investing Research, Morningstar
Mr. Hale has been Global Head of Sustainability Research at Morningstar since March 2016. He oversees the team's operations, thought leadership, and manager research coverage across active, passive, fund-of-funds, and alternative investment strategies. Earlier, he was a director of manager research for North America at Morningstar Investment Management Europe Ltd, Research Division beginning in 2014. He also served as portfolio manager of Morningstar OBSR and led its consulting team and was portfolio manager of Morningstar Associates, LLC asset management arm and various Transamerica Series trusts.
Sarah Lee Kjellberg, CIMA®, Head of Sustainable ETFs, BlackRock
Ms. Kjellberg leads the overall strategy across product, marketing, thought leadership, and distribution. In her prior experience at BlackRock, she served as an investment management consultant, working with CIOs, portfolio managers, and financial advisors within the bank wealth management and wirehouse channels. Before joining BlackRock in 2007, she worked for Credit Suisse as an assistant vice president in institutional equity sales, where she helped market investment research and capital market products. She began her career at Credit Suisse, providing sales and trading support within the institutional fixed income sales group. Ms. Kjellberg graduated cum laude in business administration from the University of San Francisco. She holds FINRA Series 7 and 63 licenses and the CIMA designation from Investments & Wealth Institute (formerly IMCA) and the Wharton School of Business.
Mary Green, Vice President, Client Portfolio Manager, Federated Hermes
Ms. Green joined Federated Hermes in 2019 as a vice president and client portfolio manager focused on Environment, Social and Governance (ESG) investing. With more than 25 years of investment experience, she is primarily responsible for interaction with clients and consultants with regard to the Hermes Investment Management Limited products. Prior to joining Federated Hermes International in London, she was a portfolio strategist at GE Asset Management (acquired by State Street Global Advisors) and a managing director/client portfolio manager at Bear Stearns Asset Management. Ms. Green received a BA in Chinese language and an MBA from Dartmouth College.