Pax World Funds
Industry: Asset management company
DescriptionPax World Funds are advised by Impax Asset Management LLC, formerly Pax World Management LLC, a sustainable investment firm. Pax World integrates Environmental Social and Corporate Governance factors into investment analysis and portfolio construction. Headquarters: Portsmouth, NH Number of employees: 54 Founded: 1971, Portsmouth, NH Parent organization: Impax Asset Management Group Subsidiary: Pax Ellevate Management LLC
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Pax World Funds Employees
Employee
Years
Job
Industry
Samuel Thayer Samuel Thayer's Pax World Funds Experience June 2011 - August 2011
Job Associate Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group September 2013 - Present
Brown Brothers Harriman June 2013 - August 2013
Clarkson University August 2010 - May 2013
Pax World Funds June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Matlab, Microsoft Word, Data Analysis, Time Management, Research, Customer Service, Leadership, Outlook, Public Speaking, SAP, Finance, Analysis
Education
Clarkson University 2009 — 2013
Bachelors of Science, Financial Information and Analysis, Minor in Economics, Minor in Law
The Colony Group September 2013 - Present
Brown Brothers Harriman June 2013 - August 2013
Clarkson University August 2010 - May 2013
Pax World Funds June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Matlab, Microsoft Word, Data Analysis, Time Management, Research, Customer Service, Leadership, Outlook, Public Speaking, SAP, Finance, Analysis
Education
Clarkson University 2009 — 2013
Bachelors of Science, Financial Information and Analysis, Minor in Economics, Minor in Law
Molly Betournay Molly Betournay's Pax World Funds Experience 2004 - 2009
Job ESG Research Analyst at Federal Street Advisors
Industry Financial Services
Experience
Federal Street Advisors December 2014 - Present
EIRIS June 2012 - December 2014
EIRIS December 2009 - June 2012
Pax World Funds 2004 - 2009
Skills
Corporate Social..., Research, Sustainable Business, Socially Responsible..., Sustainable Development, Sustainability, Economics, Climate Change, International..., Investments, Portfolio Management, Financial Services, Sustainability Reporting, Sustainability..., Stakeholder Engagement
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2009
Master of Business Administration (MBA)
University of New Hampshire 2001 — 2005
Bachelor of Arts (B.A.), Linguistics
Federal Street Advisors December 2014 - Present
EIRIS June 2012 - December 2014
EIRIS December 2009 - June 2012
Pax World Funds 2004 - 2009
Skills
Corporate Social..., Research, Sustainable Business, Socially Responsible..., Sustainable Development, Sustainability, Economics, Climate Change, International..., Investments, Portfolio Management, Financial Services, Sustainability Reporting, Sustainability..., Stakeholder Engagement
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2009
Master of Business Administration (MBA)
University of New Hampshire 2001 — 2005
Bachelor of Arts (B.A.), Linguistics
Ryan Feeney Ryan Feeney's Pax World Funds Experience January 2013 - June 2013
Job USIS Client Operations at State Street Corporation
Industry Financial Services
Experience
State Street Corporation June 2015 - Present
Atkins Investment Group August 2013 - Present
Harbour Capital Corporation May 2014 - May 2015
Converse May 2013 - August 2013
Pax World Funds January 2013 - June 2013
University of New Hampshire June 2012 - May 2013
Medicus Healthcare Solutions August 2011 - August 2012
Skills
Microsoft Office, Social Media Marketing, Product Marketing, Databases, PowerPoint, Social Media, Customer Service, Microsoft Excel, Market Research, Social Networking, Access, Research, Team Leadership, HTML, Analysis, Sales, Leadership, Cold Calling, Economics, Financial Analysis, Accounting
Education
University of New Hampshire 2011 — 2015
Accounting and Finance
Pinkerton Academy 2007 — 2011
University of New Hampshire Whittemore School of
Business; Economics
State Street Corporation June 2015 - Present
Atkins Investment Group August 2013 - Present
Harbour Capital Corporation May 2014 - May 2015
Converse May 2013 - August 2013
Pax World Funds January 2013 - June 2013
University of New Hampshire June 2012 - May 2013
Medicus Healthcare Solutions August 2011 - August 2012
Skills
Microsoft Office, Social Media Marketing, Product Marketing, Databases, PowerPoint, Social Media, Customer Service, Microsoft Excel, Market Research, Social Networking, Access, Research, Team Leadership, HTML, Analysis, Sales, Leadership, Cold Calling, Economics, Financial Analysis, Accounting
Education
University of New Hampshire 2011 — 2015
Accounting and Finance
Pinkerton Academy 2007 — 2011
University of New Hampshire Whittemore School of
Business; Economics
Molly Ridley Molly Ridley's Pax World Funds Experience May 2011 - July 2011
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Bowdoin College September 2011 - May 2014
Goldman Sachs June 2013 - August 2013
Bowdoin College September 2012 - May 2013
Goldman Sachs May 2012 - August 2012
Bowdoin College September 2011 - May 2012
Bowdoin College August 2011 - May 2012
Office of Senator Susan M. Collins September 2011 - December 2011
Pax World Funds May 2011 - July 2011
Skills
Research, Data Analysis, Market Research, Marketing, Entrepreneurship, Statistics, Editing
Education
Bowdoin College 2010 — 2014
B.A., Mathematics and Government
Goldman Sachs June 2014 - Present
Bowdoin College September 2011 - May 2014
Goldman Sachs June 2013 - August 2013
Bowdoin College September 2012 - May 2013
Goldman Sachs May 2012 - August 2012
Bowdoin College September 2011 - May 2012
Bowdoin College August 2011 - May 2012
Office of Senator Susan M. Collins September 2011 - December 2011
Pax World Funds May 2011 - July 2011
Skills
Research, Data Analysis, Market Research, Marketing, Entrepreneurship, Statistics, Editing
Education
Bowdoin College 2010 — 2014
B.A., Mathematics and Government
Tom Routhier, CFA Tom Routhier, CFA's Pax World Funds Experience September 2009 - April 2010
Job MBA Candidate, Class of 2016, Johnson at Cornell University
Industry Investment Management
Experience
Cornell University July 2014 - Present
Manning & Napier May 2015 - August 2015
NEPC January 2013 - June 2014
NEPC June 2011 - January 2013
Technology Business Research December 2010 - June 2011
Technology Business Research May 2010 - December 2010
Pax World Funds September 2009 - April 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Equity Research, Chartered Financial..., Investments, Investment Advisory, Market Research, Alternative Investments, Microsoft Excel, Morningstar, Factset, Visual Basic, Economic Research, Strategy
Education
Cornell University 2014 — 2016
Master of Business Administration (MBA), Capital Markets and Asset Management
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Business Administration - Finance
Cornell University July 2014 - Present
Manning & Napier May 2015 - August 2015
NEPC January 2013 - June 2014
NEPC June 2011 - January 2013
Technology Business Research December 2010 - June 2011
Technology Business Research May 2010 - December 2010
Pax World Funds September 2009 - April 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Equity Research, Chartered Financial..., Investments, Investment Advisory, Market Research, Alternative Investments, Microsoft Excel, Morningstar, Factset, Visual Basic, Economic Research, Strategy
Education
Cornell University 2014 — 2016
Master of Business Administration (MBA), Capital Markets and Asset Management
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Business Administration - Finance
Alec Lager Alec Lager's Pax World Funds Experience October 2009 - June 2010
Job Director, Strategic Services at Framework LLC
Industry Management Consulting
Experience
Framework LLC January 2014 - Present
Framework LLC October 2012 - January 2014
Framework LLC September 2011 - October 2012
Landslides Aerial Photography September 2009 - December 2011
Autoworks, Inc June 2011 - November 2011
Pax World Funds October 2009 - June 2010
Hampton Airfield May 2008 - August 2008
Bean & Leaf Coffee Roasters 2007 - 2008
Skills
Business Strategy, Sustainable Business, Sustainability, Marketing, Qualitative Research, Sustainability..., Research, Corporate Social..., Management, Data Analysis, Environmental Policy, Nonprofits, Stakeholder Engagement, Strategy, Sustainable Development, Management Consulting, Public Speaking
Education
Connecticut College 2005 — 2009
BA, Anthropology; Latin American Studies
Harvard University 2010 — 2010
Continuing Education, Environmental Economics; Corporate Sustainability Strategy
School for International Training
Culture & Development
Framework LLC January 2014 - Present
Framework LLC October 2012 - January 2014
Framework LLC September 2011 - October 2012
Landslides Aerial Photography September 2009 - December 2011
Autoworks, Inc June 2011 - November 2011
Pax World Funds October 2009 - June 2010
Hampton Airfield May 2008 - August 2008
Bean & Leaf Coffee Roasters 2007 - 2008
Skills
Business Strategy, Sustainable Business, Sustainability, Marketing, Qualitative Research, Sustainability..., Research, Corporate Social..., Management, Data Analysis, Environmental Policy, Nonprofits, Stakeholder Engagement, Strategy, Sustainable Development, Management Consulting, Public Speaking
Education
Connecticut College 2005 — 2009
BA, Anthropology; Latin American Studies
Harvard University 2010 — 2010
Continuing Education, Environmental Economics; Corporate Sustainability Strategy
School for International Training
Culture & Development
Michelle Pirro Michelle Pirro's Pax World Funds Experience September 2008 - December 2008
Job Sales Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2014 - Present
BNY Mellon Wealth Management May 2010 - June 2014
State Street Bank July 2009 - May 2010
Pax World Funds September 2008 - December 2008
Ageless Dreamer Foundation, Non-Profit Organization September 2008 - December 2008
TradeWinds Mechanical April 2007 - August 2007
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
B.S. Business Administration, Finance, Entrepreneurial Venture Creation
Bond University 2008 — 2008
Finance
University of New Hampshire
BNY Mellon Wealth Management June 2014 - Present
BNY Mellon Wealth Management May 2010 - June 2014
State Street Bank July 2009 - May 2010
Pax World Funds September 2008 - December 2008
Ageless Dreamer Foundation, Non-Profit Organization September 2008 - December 2008
TradeWinds Mechanical April 2007 - August 2007
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
B.S. Business Administration, Finance, Entrepreneurial Venture Creation
Bond University 2008 — 2008
Finance
University of New Hampshire
Anita Green Anita Green's Pax World Funds Experience September 1996 - October 2006
Job Manager of Socially Responsible Investing at General Board of Pension and Health Benefits
Industry Investment Management
Experience
Wespath Investment Management December 2008 - Present
Stockton Yard LLC May 2003 - February 2011
Pax World Funds September 1996 - October 2006
Skills
Microsoft Office, Strategic Planning, Customer Relations, Research, Socially Responsible..., Customer Service, Risk Management, Leadership, Public Speaking, Business Strategy, Leadership Development, Public Relations, Nonprofits, Program Management, Financial Analysis, Sustainability
Education
University of Phoenix 1995 — 1996
M.A., Organizational Management
Truman State University 1982 — 1986
BA, Communications
Wespath Investment Management December 2008 - Present
Stockton Yard LLC May 2003 - February 2011
Pax World Funds September 1996 - October 2006
Skills
Microsoft Office, Strategic Planning, Customer Relations, Research, Socially Responsible..., Customer Service, Risk Management, Leadership, Public Speaking, Business Strategy, Leadership Development, Public Relations, Nonprofits, Program Management, Financial Analysis, Sustainability
Education
University of Phoenix 1995 — 1996
M.A., Organizational Management
Truman State University 1982 — 1986
BA, Communications
Diane Schaefer Diane Schaefer's Pax World Funds Experience 2004 - 2005
Job Director, Foundation Relations at University of New Hampshire
Industry Higher Education
Experience
University of New Hampshire July 2010 - Present
University of New Hampshire July 2008 - July 2010
University of New Hampshire 2005 - 2008
Pax World Funds 2004 - 2005
Seacoast Mental Health Center 2002 - 2004
New Hampshire Public Television 1995 - 2001
New Hampshire Writer's Project 1989 - 1996
Society for the Protection of New Hampshire Forests 1991 - 1995
New Hampshire Public Radio 1989 - 1991
Skills
Fundraising, Proposal Writing, Non-profits, Grant Writing, Team Leadership, Stewardship, Nonprofits, Annual Giving, Strategic Planning, Philanthropy, Grants, Alumni Relations, Program Development, Community Outreach, Higher Education
Education
Indiana University-Purdue University at Indianapolis
Southern Illinois University, Carbondale
B.S.
University of New Hampshire July 2010 - Present
University of New Hampshire July 2008 - July 2010
University of New Hampshire 2005 - 2008
Pax World Funds 2004 - 2005
Seacoast Mental Health Center 2002 - 2004
New Hampshire Public Television 1995 - 2001
New Hampshire Writer's Project 1989 - 1996
Society for the Protection of New Hampshire Forests 1991 - 1995
New Hampshire Public Radio 1989 - 1991
Skills
Fundraising, Proposal Writing, Non-profits, Grant Writing, Team Leadership, Stewardship, Nonprofits, Annual Giving, Strategic Planning, Philanthropy, Grants, Alumni Relations, Program Development, Community Outreach, Higher Education
Education
Indiana University-Purdue University at Indianapolis
Southern Illinois University, Carbondale
B.S.
Shana Biletch Shana Biletch's Pax World Funds Experience June 2008 - August 2008
Job Associate Director, Institutional Sales at John Hancock Funds, LLC
Industry Financial Services
Experience
John Hancock Funds, LLC March 2013 - Present
John Hancock Funds, LLC August 2011 - March 2013
Eze Castle Software July 2010 - July 2011
Bureau of Economic Analysis June 2009 - May 2010
Pax World Funds June 2008 - August 2008
Obama for America 2007 - 2008
Education
Bates College 2006 — 2010
BA, Economics, French
Université de Nantes 2009 — 2009
John Hancock Funds, LLC March 2013 - Present
John Hancock Funds, LLC August 2011 - March 2013
Eze Castle Software July 2010 - July 2011
Bureau of Economic Analysis June 2009 - May 2010
Pax World Funds June 2008 - August 2008
Obama for America 2007 - 2008
Education
Bates College 2006 — 2010
BA, Economics, French
Université de Nantes 2009 — 2009
Keith D. Bernard Keith D. Bernard's Pax World Funds Experience January 2008 - June 2012
Job AVP Marketing, Investment Management Group
Industry Financial Services
Experience
Nationwide Financial June 2014 - Present
Nationwide Financial April 2013 - June 2014
Pax World Funds January 2008 - June 2012
Fidelity Investments 2006 - 2007
Fidelity National Financial 2004 - 2007
Fidelity Investments 2002 - 2004
Fidelity Investments 1997 - 2002
Fidelity Investments 1995 - 1997
Fidelity Investments 1993 - 1995
Skills
New Business Development, Marketing Strategy, Integrated Marketing..., Strategic Partnerships, Strategic Planning, Channel Program..., Customer Segmentation..., Sales Management, Budget P&L, Financial Services, Investment Management..., agency management, Market Research, Competitive Analysis, Business Strategy, Program Management, Wealth Management..., Mutual Funds, Strategy, Alternative Investments, Product Development, Lead Generation, Relationship Management, Business Planning, Business Development, P&L Management, Investments, Marketing, Series 7
Education
Boston College 1988 — 1992
Masters, Business Administration (MBA)
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Arts (BA), Economics
Nationwide Financial June 2014 - Present
Nationwide Financial April 2013 - June 2014
Pax World Funds January 2008 - June 2012
Fidelity Investments 2006 - 2007
Fidelity National Financial 2004 - 2007
Fidelity Investments 2002 - 2004
Fidelity Investments 1997 - 2002
Fidelity Investments 1995 - 1997
Fidelity Investments 1993 - 1995
Skills
New Business Development, Marketing Strategy, Integrated Marketing..., Strategic Partnerships, Strategic Planning, Channel Program..., Customer Segmentation..., Sales Management, Budget P&L, Financial Services, Investment Management..., agency management, Market Research, Competitive Analysis, Business Strategy, Program Management, Wealth Management..., Mutual Funds, Strategy, Alternative Investments, Product Development, Lead Generation, Relationship Management, Business Planning, Business Development, P&L Management, Investments, Marketing, Series 7
Education
Boston College 1988 — 1992
Masters, Business Administration (MBA)
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Arts (BA), Economics
Erin Galvin's Pax World Funds Experience May 2009 - September 2009
Job Senior Portfolio and Cash Services Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Funds June 2013 - Present
John Hancock Funds February 2013 - June 2013
John Hancock Funds July 2011 - February 2013
John Hancock Life Insurance Company (U.S.A.) September 2010 - May 2011
John Hancock Funds June 2010 - August 2010
Pax World Funds May 2009 - September 2009
Skills
Bloomberg, Investments, Fixed Income, Mutual Funds, Equities, Finance, Portfolio Management, Hedge Funds, Securities, Derivatives
Education
Providence College 2007 — 2011
Finance
St. Thomas Aquinas High School
John Hancock Funds June 2013 - Present
John Hancock Funds February 2013 - June 2013
John Hancock Funds July 2011 - February 2013
John Hancock Life Insurance Company (U.S.A.) September 2010 - May 2011
John Hancock Funds June 2010 - August 2010
Pax World Funds May 2009 - September 2009
Skills
Bloomberg, Investments, Fixed Income, Mutual Funds, Equities, Finance, Portfolio Management, Hedge Funds, Securities, Derivatives
Education
Providence College 2007 — 2011
Finance
St. Thomas Aquinas High School
Austin Perea's Pax World Funds Experience June 2012 - August 2012
Job Associate Researcher at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group May 2014 - Present
Atkins Investment Group September 2012 - December 2013
International Research Opportunities Program (IROP) June 2013 - August 2013
Pax World Funds June 2012 - August 2012
National Defense University January 2012 - June 2012
The Washington Center January 2012 - May 2012
Skills
Research, International Relations, Economics, Leadership, Public Policy, Sustainability, Market Research, Microsoft Office, Qualitative Research, Social Media, Politics, Political Science, Facebook, Policy Analysis, Event Planning, Data Analysis, PowerPoint, Analysis, Socially Responsible..., Editing, Microsoft Excel, English, Microsoft Word, NGOs, Public Speaking
Education
University of New Hampshire 2009 — 2013
Bachelor of Arts (BA), Economics, Political Science
The Washington Center for Internships and Academic Seminars 2012 — 2012
Certificate, International Relations and Affairs
The Boston Consulting Group May 2014 - Present
Atkins Investment Group September 2012 - December 2013
International Research Opportunities Program (IROP) June 2013 - August 2013
Pax World Funds June 2012 - August 2012
National Defense University January 2012 - June 2012
The Washington Center January 2012 - May 2012
Skills
Research, International Relations, Economics, Leadership, Public Policy, Sustainability, Market Research, Microsoft Office, Qualitative Research, Social Media, Politics, Political Science, Facebook, Policy Analysis, Event Planning, Data Analysis, PowerPoint, Analysis, Socially Responsible..., Editing, Microsoft Excel, English, Microsoft Word, NGOs, Public Speaking
Education
University of New Hampshire 2009 — 2013
Bachelor of Arts (BA), Economics, Political Science
The Washington Center for Internships and Academic Seminars 2012 — 2012
Certificate, International Relations and Affairs
Laura Huober Laura Huober's Pax World Funds Experience May 2011 - July 2013
Job Joint Master of Environmental Management (M.E.M.) / M.B.A. Candidate at Yale University
Industry Renewables & Environment
Experience
Hellman & Friedman June 2015 - August 2015
California Community Colleges Chancellor's Office May 2014 - July 2014
Pax World Funds May 2011 - July 2013
Education
Yale School of Management
Master of Business Administration (M.B.A.)
Yale School of Forestry & Environmental Studies
Master of Environmental Management (M.E.M.)
Amherst College
B.A., Environmental Studies
Santa Monica College
Hellman & Friedman June 2015 - August 2015
California Community Colleges Chancellor's Office May 2014 - July 2014
Pax World Funds May 2011 - July 2013
Education
Yale School of Management
Master of Business Administration (M.B.A.)
Yale School of Forestry & Environmental Studies
Master of Environmental Management (M.E.M.)
Amherst College
B.A., Environmental Studies
Santa Monica College
John L. Liechty, ChFC, CLU, CFP® John L. Liechty, ChFC, CLU, CFP®'s Pax World Funds Experience January 2010 - Present
Job Investment Committee Member at Elkhart County Community Foundation
Industry Financial Services
Experience
Elkhart County Community Foundation August 2014 - Present
Integrated Financial Planning Solutions, LLC January 2010 - Present
Pax World Funds January 2010 - Present
Mennonite Education Agency Endowment Fund 2008 - Present
Hawkins Water Tech 2007 - Present
Bluffton University 2002 - Present
U.S. SIF January 2010 - December 2012
Greencroft Retirement Communities 1999 - December 2011
MMA Praxis Mutual Funds June 1998 - November 2008
Meritas Group of Funds 2001 - 2008
Skills
Financial Planning, Investments, Asset Management, Mutual Funds, Non-profits, Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation
Education
Bluffton University 1972 — 1976
B.A., Business & Religion
The American College 1986 — 1989
Chartered Financial Consultant, Financial Planning
The American College 1986 — 1989
Chartered Life Underwriter, Life Insurance and Estate Planning
Elkhart County Community Foundation August 2014 - Present
Integrated Financial Planning Solutions, LLC January 2010 - Present
Pax World Funds January 2010 - Present
Mennonite Education Agency Endowment Fund 2008 - Present
Hawkins Water Tech 2007 - Present
Bluffton University 2002 - Present
U.S. SIF January 2010 - December 2012
Greencroft Retirement Communities 1999 - December 2011
MMA Praxis Mutual Funds June 1998 - November 2008
Meritas Group of Funds 2001 - 2008
Skills
Financial Planning, Investments, Asset Management, Mutual Funds, Non-profits, Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation
Education
Bluffton University 1972 — 1976
B.A., Business & Religion
The American College 1986 — 1989
Chartered Financial Consultant, Financial Planning
The American College 1986 — 1989
Chartered Life Underwriter, Life Insurance and Estate Planning
Michael (Yat) Fung, CFA's Pax World Funds Experience March 2008 - February 2015
Job Chief Investment Officer at Measured Wealth Private Client Group, LLC
Industry Investment Management
Experience
Measured Wealth Private Client Group, LLC March 2015 - Present
Pax World Funds March 2008 - February 2015
Eastern Bank 2003 - 2008
Eastern Bank 2003 - 2004
Mirus Capital Advisors 2001 - 2001
Standard & Poor's 2000 - 2001
CGU Insurance 1998 - 1999
Hagler, Mastrovita, & Hewitt 1996 - 1998
Whittier Partners 1995 - 1996
Skills
Portfolio Management, Valuation, Asset Management, Mutual Funds, Equities, Equity Research, Industry Analysis, Bloomberg, Wealth Management, Financial Modeling, Asset Allocation, Investments, Financial Analysis, Microsoft Office, Accounting, Excel, Equity Valuation, Factset, Fundamental Research, Research, PowerPoint, DCF, Investment Strategies, Trading, Word
Education
Boston University - School of Management 2000 — 2002
MBA, Finance, General
Babson College 1991 — 1995
BS, Accounting
Measured Wealth Private Client Group, LLC March 2015 - Present
Pax World Funds March 2008 - February 2015
Eastern Bank 2003 - 2008
Eastern Bank 2003 - 2004
Mirus Capital Advisors 2001 - 2001
Standard & Poor's 2000 - 2001
CGU Insurance 1998 - 1999
Hagler, Mastrovita, & Hewitt 1996 - 1998
Whittier Partners 1995 - 1996
Skills
Portfolio Management, Valuation, Asset Management, Mutual Funds, Equities, Equity Research, Industry Analysis, Bloomberg, Wealth Management, Financial Modeling, Asset Allocation, Investments, Financial Analysis, Microsoft Office, Accounting, Excel, Equity Valuation, Factset, Fundamental Research, Research, PowerPoint, DCF, Investment Strategies, Trading, Word
Education
Boston University - School of Management 2000 — 2002
MBA, Finance, General
Babson College 1991 — 1995
BS, Accounting
Jeff Lowell's Pax World Funds Experience January 2011 - May 2011
Job Lead Financial Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance July 2013 - Present
Liberty Mutual Insurance July 2011 - June 2013
Pax World Funds January 2011 - May 2011
Atkins Investment Group January 2010 - May 2011
Skills
Equity Research, Investments, Corporate Finance, Portfolio Management, Financial Modeling, Valuation, Financial Analysis, Economics, Analysis, Managerial Finance, Equities, Bloomberg Terminal, Mutual Funds, Microsoft Excel, Management, Finance
Education
Boston University - School of Management 2013 — 2016
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
B.S, Business Administration; finance, accounting
Budapesti Corvinus Egyetem 2009 — 2009
Study abroad program, Multinational finance
Liberty Mutual Insurance July 2013 - Present
Liberty Mutual Insurance July 2011 - June 2013
Pax World Funds January 2011 - May 2011
Atkins Investment Group January 2010 - May 2011
Skills
Equity Research, Investments, Corporate Finance, Portfolio Management, Financial Modeling, Valuation, Financial Analysis, Economics, Analysis, Managerial Finance, Equities, Bloomberg Terminal, Mutual Funds, Microsoft Excel, Management, Finance
Education
Boston University - School of Management 2013 — 2016
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
B.S, Business Administration; finance, accounting
Budapesti Corvinus Egyetem 2009 — 2009
Study abroad program, Multinational finance
John Mulvey John Mulvey's Pax World Funds Experience June 2012 - August 2012
Job Sales Coordinator at Seacoast Ticket Agency
Industry Financial Services
Experience
Seacoast Ticket Agency August 2014 - Present
MFS Investment Management October 2013 - June 2014
Prime, Buchholz & Associates August 2013 - September 2013
Pax World Funds June 2012 - August 2012
Rye Recreation Basketball Camps June 2011 - August 2011
Dorley Painting June 2010 - August 2010
Skills
Microsoft Office, Leadership, Works Well in Groups, Sales, Coaching, Finance, Organization, Time Management, Computer-savvy
Education
Unversity of New Hampshire 2010 — 2013
Bachelor of Science (B.S.), Double Majoring In Finance and Management, 3.4/4.0
Santa Clara University 2009 — 2010
Seacoast Ticket Agency August 2014 - Present
MFS Investment Management October 2013 - June 2014
Prime, Buchholz & Associates August 2013 - September 2013
Pax World Funds June 2012 - August 2012
Rye Recreation Basketball Camps June 2011 - August 2011
Dorley Painting June 2010 - August 2010
Skills
Microsoft Office, Leadership, Works Well in Groups, Sales, Coaching, Finance, Organization, Time Management, Computer-savvy
Education
Unversity of New Hampshire 2010 — 2013
Bachelor of Science (B.S.), Double Majoring In Finance and Management, 3.4/4.0
Santa Clara University 2009 — 2010
Jay Russell Jay Russell's Pax World Funds Experience September 2011 - December 2011
Job Equity Trader at Tower Hill Trading
Industry Financial Services
Experience
Tower Hill Trading April 2014 - Present
World Trade Securities August 2012 - March 2013
University of New Hampshire September 2011 - May 2012
Pax World Funds September 2011 - December 2011
Ameriprise Financial January 2011 - May 2011
Skills
Mutual Funds, Equities, Bloomberg, Microsoft Office, Bloomberg Terminal, Financial Analysis, Excel, Stock Trading, Series 56, Microsoft Excel, Interpersonal Skill, Economics, Finance, Research, Trading, Leadership, Public Speaking, Data Analysis, Access, Portfolio Management, Time Management, Derivatives, Equity Research, Analysis, Investments, Financial Modeling, Business Strategy, Competitive Analysis, Investment Banking, Teamwork, Valuation, Asset Allocation
Education
University of New Hampshire 2008 — 2012
Bachelor of Science (B.S.), Finance, Minor: Economics
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S. Finance, Minor: Economics
Tower Hill Trading April 2014 - Present
World Trade Securities August 2012 - March 2013
University of New Hampshire September 2011 - May 2012
Pax World Funds September 2011 - December 2011
Ameriprise Financial January 2011 - May 2011
Skills
Mutual Funds, Equities, Bloomberg, Microsoft Office, Bloomberg Terminal, Financial Analysis, Excel, Stock Trading, Series 56, Microsoft Excel, Interpersonal Skill, Economics, Finance, Research, Trading, Leadership, Public Speaking, Data Analysis, Access, Portfolio Management, Time Management, Derivatives, Equity Research, Analysis, Investments, Financial Modeling, Business Strategy, Competitive Analysis, Investment Banking, Teamwork, Valuation, Asset Allocation
Education
University of New Hampshire 2008 — 2012
Bachelor of Science (B.S.), Finance, Minor: Economics
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S. Finance, Minor: Economics
Wilhelmina Roda Wilhelmina Roda's Pax World Funds Experience April 2013 - Present
Job Marketing Manager at Pax World Funds
Industry Investment Management
Experience
Pax World Funds April 2013 - Present
Eaton Vance 2012 - Present
Eaton Vance 2011 - November 2012
Eaton Vance 2008 - 2011
Eaton Vance 2007 - 2008
Skills
Series 6, Series 63, Separately Managed..., Asset Managment, Series 65, Series 7, Mutual Funds, Uniform Combined State..., Morningstar, Direct Marketing, Marketing Communications, Financial Analysis, Email Marketing, Microsoft Office, Integrated Marketing
Education
University of New Hampshire 2003 — 2007
Bachelor of Science (BS), Biology, General
Pax World Funds April 2013 - Present
Eaton Vance 2012 - Present
Eaton Vance 2011 - November 2012
Eaton Vance 2008 - 2011
Eaton Vance 2007 - 2008
Skills
Series 6, Series 63, Separately Managed..., Asset Managment, Series 65, Series 7, Mutual Funds, Uniform Combined State..., Morningstar, Direct Marketing, Marketing Communications, Financial Analysis, Email Marketing, Microsoft Office, Integrated Marketing
Education
University of New Hampshire 2003 — 2007
Bachelor of Science (BS), Biology, General
Amanda Roy Amanda Roy's Pax World Funds Experience June 2011 - August 2011
Job Handmade Business Owner, Maker
Industry Renewables & Environment
Experience
Pax World Funds June 2011 - August 2011
Green Alliance January 2011 - May 2011
Skills
Environmental Policy, Research, Energy, International Relations, Community Outreach, Economics, Water Resources, ArcGIS, Sustainability, Nonprofits, Volunteer Management
Education
University of New Hampshire 2008 — 2012
B.S., Environmental Conservation Studies
Pax World Funds June 2011 - August 2011
Green Alliance January 2011 - May 2011
Skills
Environmental Policy, Research, Energy, International Relations, Community Outreach, Economics, Water Resources, ArcGIS, Sustainability, Nonprofits, Volunteer Management
Education
University of New Hampshire 2008 — 2012
B.S., Environmental Conservation Studies
David Loehwing's Pax World Funds Experience February 2007 - Present
Job Director, Sustainability Research Department at Pax World Funds
Industry Financial Services
Experience
Pax World Funds February 2007 - Present
Citizens Advisers March 2002 - February 2007
IRRC 1998 - 2001
Education
Bowdoin College 1994 — 1998
BA, Sociology
Pax World Funds February 2007 - Present
Citizens Advisers March 2002 - February 2007
IRRC 1998 - 2001
Education
Bowdoin College 1994 — 1998
BA, Sociology
Sarah Ashworth's Pax World Funds Experience March 2013 - Present
Job Director of Customer Relationship Marketing at Pax World Funds
Industry Investment Management
Experience
Pax World Funds March 2013 - Present
Satuit Technologies, Inc September 2011 - August 2012
Lee Munder Capital Group, LLC January 2000 - August 2011
Standish, Ayer & Wood, Inc January 1998 - January 2000
Standish, Ayer & Wood, Inc January 1992 - January 1998
Skills
Asset Management, Client Onboarding, Compliance, Leadership, Equities, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Bloomberg, CRM, Investment Management, Relationship Management, Superior Client Service, Pensions, sub advised, 401k, Asset Allocation, Financial Services, Securities, Series 7, Client Services
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Finance
Bates College 1985 — 1989
Bachelor of Arts, Economics
Middlesex School 1981 — 1985
Pax World Funds March 2013 - Present
Satuit Technologies, Inc September 2011 - August 2012
Lee Munder Capital Group, LLC January 2000 - August 2011
Standish, Ayer & Wood, Inc January 1998 - January 2000
Standish, Ayer & Wood, Inc January 1992 - January 1998
Skills
Asset Management, Client Onboarding, Compliance, Leadership, Equities, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Bloomberg, CRM, Investment Management, Relationship Management, Superior Client Service, Pensions, sub advised, 401k, Asset Allocation, Financial Services, Securities, Series 7, Client Services
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Finance
Bates College 1985 — 1989
Bachelor of Arts, Economics
Middlesex School 1981 — 1985
Eric McCallister's Pax World Funds Experience January 2007 - February 2013
Job Owner/Photographer at Eric McCallister Photography
Industry Design
Experience
Eric McCallister Photography 2006 - Present
Pax World Funds January 2007 - February 2013
Citizens Advisers September 2003 - February 2007
Principal Financial Group June 1999 - September 2003
HERCO 1999 - 1999
Skills
Photography, Portrait Photography, Commercial Photography, Advertising, Social Media, Website Development, Graphic Design
Education
Elizabethtown College 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Eric McCallister Photography 2006 - Present
Pax World Funds January 2007 - February 2013
Citizens Advisers September 2003 - February 2007
Principal Financial Group June 1999 - September 2003
HERCO 1999 - 1999
Skills
Photography, Portrait Photography, Commercial Photography, Advertising, Social Media, Website Development, Graphic Design
Education
Elizabethtown College 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Annette McKenney's Pax World Funds Experience 2002 - 2003
Job Experienced Forecast & Reporting Professional
Industry Apparel & Fashion
Experience
Stonewall Kitchen May 2012 - Present
WellPet March 2010 - March 2011
Timberland February 2004 - March 2010
Pax World Funds 2002 - 2003
John Hancock Signature Services 1996 - 2001
Lahey Hitchcock Clinic 1994 - 1996
Skills
Microsoft Excel, Merchandising, Retail, Footwear, Forecasting, Trend Analysis, Inventory Management, Supply Chain, Wholesale
Education
University of New Hampshire 1990 — 1994
BA
Stonewall Kitchen May 2012 - Present
WellPet March 2010 - March 2011
Timberland February 2004 - March 2010
Pax World Funds 2002 - 2003
John Hancock Signature Services 1996 - 2001
Lahey Hitchcock Clinic 1994 - 1996
Skills
Microsoft Excel, Merchandising, Retail, Footwear, Forecasting, Trend Analysis, Inventory Management, Supply Chain, Wholesale
Education
University of New Hampshire 1990 — 1994
BA
Donna Harper Marsh's Pax World Funds Experience January 2010 - April 2013
Job Communications Consultant
Industry Marketing and Advertising
Experience
Pax World Funds January 2010 - April 2013
Donna Marsh Communications September 2001 - January 2010
Citizens Funds January 2000 - September 2001
Standard and Poor's Financial Communications 1997 - 1999
Fidelity Investments April 1995 - April 1998
Skills
Competitive Analysis, Market Analysis, Business Strategy, Strategic Planning, Email Marketing, Marketing Communications, Series 7, Microsoft Office, Media Relations, Direct Marketing, Editing, PowerPoint, Event Planning, Marketing Strategy, Team Leadership, Internal Communications
Education
Boston University
Indiana University of Pennsylvania
Journalism, Communications Media
Pax World Funds January 2010 - April 2013
Donna Marsh Communications September 2001 - January 2010
Citizens Funds January 2000 - September 2001
Standard and Poor's Financial Communications 1997 - 1999
Fidelity Investments April 1995 - April 1998
Skills
Competitive Analysis, Market Analysis, Business Strategy, Strategic Planning, Email Marketing, Marketing Communications, Series 7, Microsoft Office, Media Relations, Direct Marketing, Editing, PowerPoint, Event Planning, Marketing Strategy, Team Leadership, Internal Communications
Education
Boston University
Indiana University of Pennsylvania
Journalism, Communications Media
Phyllis Camara's Pax World Funds Experience January 2007 - Present
Job Sr. at Pax World Funds
Industry Investment Management
Experience
Pax World Funds January 2007 - Present
Pax World Management 2007 - Present
Ferncroft Country Club 2006 - 2011
AIM Management Group June 1992 - January 2000
Invesco AIM 1987 - 1999
Skills
Financial Modeling, Equity Research, Investment Management, Financial Analysis, Portfolio Management
Education
University of Houston
BBA, Accounting
Pax World Funds January 2007 - Present
Pax World Management 2007 - Present
Ferncroft Country Club 2006 - 2011
AIM Management Group June 1992 - January 2000
Invesco AIM 1987 - 1999
Skills
Financial Modeling, Equity Research, Investment Management, Financial Analysis, Portfolio Management
Education
University of Houston
BBA, Accounting
Charles M. Wright, CFA's Pax World Funds Experience 1999 - 2008
Job Director, Institutional Sales: Nonprofit Investment Solutions at Russell Investments
Industry Financial Services
Experience
Russell Investments August 2013 - Present
Northern Trust August 2010 - July 2013
Wall Street Access & Kelleher Family Wealth Management January 2008 - September 2009
Pax World Funds 1999 - 2008
H. G. Wellingrton & Compnay & Co., Inc. July 1995 - June 1999
Wells Fargo January 1992 - December 1994
Citi August 1987 - February 1989
Skills
CFA, Wealth Management, New Business Development, Non-profits, Investment Management, Endowment Funds, Foundations, Non-profit Boards, Nonprofits, Series 7, Asset Allocation, Asset Management, Chartered Financial..., Equities, Financial Services, Hedge Funds, Investments, Strategy, Wealth Management...
Education
Hamilton College 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Emory University 1985 — 1985
Visiting Student
Greenwich High School 1980 — 1983
Parkway School - Greenwich CT
Russell Investments August 2013 - Present
Northern Trust August 2010 - July 2013
Wall Street Access & Kelleher Family Wealth Management January 2008 - September 2009
Pax World Funds 1999 - 2008
H. G. Wellingrton & Compnay & Co., Inc. July 1995 - June 1999
Wells Fargo January 1992 - December 1994
Citi August 1987 - February 1989
Skills
CFA, Wealth Management, New Business Development, Non-profits, Investment Management, Endowment Funds, Foundations, Non-profit Boards, Nonprofits, Series 7, Asset Allocation, Asset Management, Chartered Financial..., Equities, Financial Services, Hedge Funds, Investments, Strategy, Wealth Management...
Education
Hamilton College 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Emory University 1985 — 1985
Visiting Student
Greenwich High School 1980 — 1983
Parkway School - Greenwich CT
William Keenan's Pax World Funds Experience October 2009 - November 2009
Job Assistant Vice President Retail Finance Group Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America December 2009 - Present
Pax World Funds October 2009 - November 2009
Skills
Financial Analysis, Financial Modeling
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
B.S., Economics, Summa Cum Laude
Bank of America December 2009 - Present
Pax World Funds October 2009 - November 2009
Skills
Financial Analysis, Financial Modeling
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
B.S., Economics, Summa Cum Laude
Chelsea Latham's Pax World Funds Experience January 2008 - May 2008
Job Soul Proprietor
Industry Health, Wellness and Fitness
Experience
Tula Vida Body & Soul January 2012 - Present
Win-Win@Work, LLC January 2015 - Present
Punta Mona February 2010 - June 2010
EIRIS May 2009 - August 2009
Pax World Funds January 2008 - May 2008
Skills
Public Speaking, Nutrition, Yoga, Wellness Coaching, Nutritional Counseling, Lifestyle, Fitness, Wellness, Research, Holistic Health, Wellbeing, Nutrition Education, Meditation, Stress Management, Lifestyle Coaching
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2008
B.S. Business Administration, Business Administration, Finance
Tula Vida Body & Soul January 2012 - Present
Win-Win@Work, LLC January 2015 - Present
Punta Mona February 2010 - June 2010
EIRIS May 2009 - August 2009
Pax World Funds January 2008 - May 2008
Skills
Public Speaking, Nutrition, Yoga, Wellness Coaching, Nutritional Counseling, Lifestyle, Fitness, Wellness, Research, Holistic Health, Wellbeing, Nutrition Education, Meditation, Stress Management, Lifestyle Coaching
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2008
B.S. Business Administration, Business Administration, Finance
Philip Wilde IV's Pax World Funds Experience February 2010 - June 2010
Job Associate Product Specialist at Eze Software Group
Industry Financial Services
Experience
Eze Software Group January 2014 - Present
Eze Software Group July 2012 - December 2013
Eze Software Group November 2010 - June 2012
Pax World Funds February 2010 - June 2010
Veris Wealth Partners September 2009 - December 2009
Yodle June 2009 - September 2009
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
BS, Finance & Management
Eze Software Group January 2014 - Present
Eze Software Group July 2012 - December 2013
Eze Software Group November 2010 - June 2012
Pax World Funds February 2010 - June 2010
Veris Wealth Partners September 2009 - December 2009
Yodle June 2009 - September 2009
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
BS, Finance & Management
Dylan Reno's Pax World Funds Experience January 2008 - June 2008
Job Associate Manager Strategic Procurement at Keurig Green Mountain, Inc.
Industry Health, Wellness and Fitness
Experience
Keurig Green Mountain, Inc. May 2015 - Present
Keurig Green Mountain, Inc. February 2012 - May 2015
Emerson Ecologics December 2010 - February 2012
Emerson Ecologics October 2010 - December 2010
Emerson Ecologics November 2009 - October 2010
Reno Engineering July 2008 - November 2009
Pax World Funds January 2008 - June 2008
Mountain Edge Resort Properties June 2006 - January 2008
Skills
Process Improvement, Analysis, Customer Relations, Research, Vendor Relations, Team Building, Strategic Planning, PowerPoint, Strategy, Program Management
Education
University of New Hampshire 2004 — 2008
B.A., Sociology
Keurig Green Mountain, Inc. May 2015 - Present
Keurig Green Mountain, Inc. February 2012 - May 2015
Emerson Ecologics December 2010 - February 2012
Emerson Ecologics October 2010 - December 2010
Emerson Ecologics November 2009 - October 2010
Reno Engineering July 2008 - November 2009
Pax World Funds January 2008 - June 2008
Mountain Edge Resort Properties June 2006 - January 2008
Skills
Process Improvement, Analysis, Customer Relations, Research, Vendor Relations, Team Building, Strategic Planning, PowerPoint, Strategy, Program Management
Education
University of New Hampshire 2004 — 2008
B.A., Sociology
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management