Pax World Management LLC
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 Management LLC Employees
Employee
Years
Job
Industry
Judy Snow May Judy Snow May's Pax World Management LLC Experience December 2012 - Present
Job Senior Vice President at Pax World Management LLC
Industry Financial Services
Experience
Pax World Management LLC December 2012 - Present
Eaton Vance November 2001 - December 2012
Tucker Anthony September 1997 - November 2001
Freedom Capital September 1996 - September 1997
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
Master of Business Administration (MBA), Finance, General
Bowdoin College 1987 — 1991
Bachelor's degree, Government/Art History
Northfield Mount Hermon 1986 — 1987
The Derryfield School 1984 — 1986
Pax World Management LLC December 2012 - Present
Eaton Vance November 2001 - December 2012
Tucker Anthony September 1997 - November 2001
Freedom Capital September 1996 - September 1997
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
Master of Business Administration (MBA), Finance, General
Bowdoin College 1987 — 1991
Bachelor's degree, Government/Art History
Northfield Mount Hermon 1986 — 1987
The Derryfield School 1984 — 1986
Stephanie Kuhn Stephanie Kuhn's Pax World Management LLC Experience June 2013 - July 2013
Job Communication Specialist at New Hampshire Women's Foundation
Industry Research
Experience
New Hampshire Women's Foundation September 2013 - Present
UNH Women's Studies Program Office August 2012 - Present
UNH Student Senate August 2013 - May 2014
Office of Multicultural Student Affairs August 2013 - May 2014
UNH Alumni Association October 2013 - October 2013
Carsey Institute June 2013 - July 2013
Pax World Management LLC June 2013 - July 2013
UNH Hamel Recreation Center January 2013 - May 2013
UNH Discovery Office August 2012 - May 2013
Skills
Women's Studies, Communication, Nutrition, Fitness, Community Outreach, Workshop Facilitation, Public Speaking, Social Justice, Public Relations, Program Development, Women's Issues, Women Owned Business, Sustainability Research, Sustainability, Community Development, Facebook, Leadership
Education
University of New Hampshire 2011 — 2015
Bachelor's degree, Communication and Media Studies; Women's Studies
University of New Hampshire
New Hampshire Women's Foundation September 2013 - Present
UNH Women's Studies Program Office August 2012 - Present
UNH Student Senate August 2013 - May 2014
Office of Multicultural Student Affairs August 2013 - May 2014
UNH Alumni Association October 2013 - October 2013
Carsey Institute June 2013 - July 2013
Pax World Management LLC June 2013 - July 2013
UNH Hamel Recreation Center January 2013 - May 2013
UNH Discovery Office August 2012 - May 2013
Skills
Women's Studies, Communication, Nutrition, Fitness, Community Outreach, Workshop Facilitation, Public Speaking, Social Justice, Public Relations, Program Development, Women's Issues, Women Owned Business, Sustainability Research, Sustainability, Community Development, Facebook, Leadership
Education
University of New Hampshire 2011 — 2015
Bachelor's degree, Communication and Media Studies; Women's Studies
University of New Hampshire
Bob Helmuth Bob Helmuth's Pax World Management LLC Experience December 2001 - Present
Job Senior Vice President, Stakeholder Relations, Pax World Management LLC
Industry Financial Services
Experience
Pax World Management LLC December 2001 - Present
Starz Media Group November 1999 - November 2001
Cablevision Industries 1987 - 1993
Skills
Management, Strategic Planning, Capital Markets, Socially Responsible..., Corporate Social..., Marketing, Investments, Digital Strategy, Public Speaking, Series 7, Asset Management, Social Entrepreneurship, Marketing Management, New Media, Telecommunications, Mutual Funds, Wealth Management, Asset Allocation
Education
Boston University
MS, Public Communication
Colgate University
BA, Sociology
Pax World Management LLC December 2001 - Present
Starz Media Group November 1999 - November 2001
Cablevision Industries 1987 - 1993
Skills
Management, Strategic Planning, Capital Markets, Socially Responsible..., Corporate Social..., Marketing, Investments, Digital Strategy, Public Speaking, Series 7, Asset Management, Social Entrepreneurship, Marketing Management, New Media, Telecommunications, Mutual Funds, Wealth Management, Asset Allocation
Education
Boston University
MS, Public Communication
Colgate University
BA, Sociology
Kathleen McQuiggan Kathleen McQuiggan's Pax World Management LLC Experience March 2010 - January 2014
Job Senior Vice President at Pax World Management
Industry Financial Services
Experience
Pax Ellevate Management June 2014 - Present
Pax World Management February 2014 - Present
Catalina Leadership September 2009 - Present
Pax World Management LLC March 2010 - January 2014
Goldman Sachs December 1996 - April 2009
Alex Brown May 1990 - November 1996
Skills
New Business Development, Mutual Funds, Equities, Wealth Management, Customer Relations, Public Speaking, Leadership Development, Leadership, Portfolio Management, Financial Services, Strategy, Investments, Asset Allocation, Hedge Funds, Capital Markets
Education
Towson University 1986 — 1990
BS, Business and Finance
Pax Ellevate Management June 2014 - Present
Pax World Management February 2014 - Present
Catalina Leadership September 2009 - Present
Pax World Management LLC March 2010 - January 2014
Goldman Sachs December 1996 - April 2009
Alex Brown May 1990 - November 1996
Skills
New Business Development, Mutual Funds, Equities, Wealth Management, Customer Relations, Public Speaking, Leadership Development, Leadership, Portfolio Management, Financial Services, Strategy, Investments, Asset Allocation, Hedge Funds, Capital Markets
Education
Towson University 1986 — 1990
BS, Business and Finance
Ivka Kalus-Bystricky Ivka Kalus-Bystricky's Pax World Management LLC Experience February 2008 - December 2014
Job International Equities Portfolio Manager at Boston Advisors, LLC
Industry Financial Services
Experience
Boston Advisors, LLC February 2015 - Present
Pax World Management LLC February 2008 - December 2014
State Street 2004 - 2008
Baring Asset Management 2003 - 2004
Independence Investments 2000 - 2003
Putnam Investments 1998 - 2000
Arthur D. Little 1991 - 1997
Skills
Equities, Mutual Funds, Business Strategy, Investments, Asset Managment, Portfolio Management, Equity Research, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Valuation, Wealth Management, Financial Analysis, Emerging Markets, Investment Management, Private Equity, Asset Management, Securities, Fixed Income
Education
INSEAD 1997 — 1997
MBA
Tufts University - The Fletcher School of Law and Diplomacy 1988 — 1990
MALD, Natural Resource Economics, International Trade and Finance, Communist Area Studies
Ruprecht-Karls-Universität Heidelberg 1986 — 1987
One year of general studies funded by Rotary Scholarship
Harvard University 1982 — 1986
AB, Biology
Boston Advisors, LLC February 2015 - Present
Pax World Management LLC February 2008 - December 2014
State Street 2004 - 2008
Baring Asset Management 2003 - 2004
Independence Investments 2000 - 2003
Putnam Investments 1998 - 2000
Arthur D. Little 1991 - 1997
Skills
Equities, Mutual Funds, Business Strategy, Investments, Asset Managment, Portfolio Management, Equity Research, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Valuation, Wealth Management, Financial Analysis, Emerging Markets, Investment Management, Private Equity, Asset Management, Securities, Fixed Income
Education
INSEAD 1997 — 1997
MBA
Tufts University - The Fletcher School of Law and Diplomacy 1988 — 1990
MALD, Natural Resource Economics, International Trade and Finance, Communist Area Studies
Ruprecht-Karls-Universität Heidelberg 1986 — 1987
One year of general studies funded by Rotary Scholarship
Harvard University 1982 — 1986
AB, Biology
Cody Poirier Cody Poirier's Pax World Management LLC Experience 2013 - April 2015
Job Vice President at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management 2015 - Present
Pax World Management LLC 2013 - April 2015
Invesco 2010 - 2013
Morgan Stanley Investment Management 2007 - 2010
Calamos Investments 2006 - 2007
Great Point Capital 2004 - 2006
Skills
Mutual Funds, Investments, ETFs, Trading, Asset Management, Client Relationship..., Portfolio Management, Unit Trusts, Alternative Investments, Business Analysis, Business Planning, Client Development, Cash Flow Forecasting, Corporate Finance, Convertible Bonds, Closed-end Funds, Client Communication, Competitive Analysis, Client Services, Direct Sales, Electronic Trading, Economic Modeling, Equity Research, Financial Advisory, Financial Modeling, Financial Analysis, Economic Research, Asset Allocation, Equity Derivatives, Fixed Income Products, Equity Sales, Economics, Financial Planning, Financial Markets, Structured Finance, Institutional Relations, Institutional Clients, Model Portfolios, Structured Products, Market Analysis, Proprietary Trading, Personal Finance, Portfolio Optimization, Trading Strategies, Socially Responsible..., Impact Investing, Sustainability, Series 7, Financial Services, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA
CFA Institute
2015 Level II Candidate in the CFA Program
Northern Trust Asset Management 2015 - Present
Pax World Management LLC 2013 - April 2015
Invesco 2010 - 2013
Morgan Stanley Investment Management 2007 - 2010
Calamos Investments 2006 - 2007
Great Point Capital 2004 - 2006
Skills
Mutual Funds, Investments, ETFs, Trading, Asset Management, Client Relationship..., Portfolio Management, Unit Trusts, Alternative Investments, Business Analysis, Business Planning, Client Development, Cash Flow Forecasting, Corporate Finance, Convertible Bonds, Closed-end Funds, Client Communication, Competitive Analysis, Client Services, Direct Sales, Electronic Trading, Economic Modeling, Equity Research, Financial Advisory, Financial Modeling, Financial Analysis, Economic Research, Asset Allocation, Equity Derivatives, Fixed Income Products, Equity Sales, Economics, Financial Planning, Financial Markets, Structured Finance, Institutional Relations, Institutional Clients, Model Portfolios, Structured Products, Market Analysis, Proprietary Trading, Personal Finance, Portfolio Optimization, Trading Strategies, Socially Responsible..., Impact Investing, Sustainability, Series 7, Financial Services, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA
CFA Institute
2015 Level II Candidate in the CFA Program
Maureen Conley's Pax World Management LLC Experience June 2000 - Present
Job SVP Shareholder Services/Operations at Pax World Management LLC
Industry Financial Services
Experience
Pax World Management LLC June 2000 - Present
Citizens Advisers November 1996 - May 2000
Skills
Mutual Funds, Financial Services, Asset Management, Series 7, Investment Management, Series 63, Financial Analysis, Project Management, Business Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2009
Master of Business Administration (MBA)
University of Southern Maine 1985 — 1990
BA, English
Pax World Management LLC June 2000 - Present
Citizens Advisers November 1996 - May 2000
Skills
Mutual Funds, Financial Services, Asset Management, Series 7, Investment Management, Series 63, Financial Analysis, Project Management, Business Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2009
Master of Business Administration (MBA)
University of Southern Maine 1985 — 1990
BA, English
Joe Keefe's Pax World Management LLC Experience May 2005 - Present
Job CEO, Pax World
Industry Financial Services
Experience
Pax World Management LLC May 2005 - Present
Pax Ellevate Management LLC June 2014 - Present
Women Thrive Worldwide 2011 - Present
Women Thrive Worldwide 2009 - Present
US SIF: The Forum for Sustainable and Responsible Investment 2000 - 2006
Calvert Group 2003 - 2005
NewCircle Communications 2000 - 2005
Citizens Advisers 1997 - 2000
Skills
Socially Responsible..., Investments, Mutual Funds, Alternative Investments, Asset Management, Nonprofits, Investment Strategies, Wealth Management, Corporate Social..., Asset Allocation, Equities, Investment Management, Portfolio Management, Equity Research
Education
University of Virginia School of Law 1978 — 1981
JD, Law
College of the Holy Cross 1971 — 1976
BA, Philosophy
Pax World Management LLC May 2005 - Present
Pax Ellevate Management LLC June 2014 - Present
Women Thrive Worldwide 2011 - Present
Women Thrive Worldwide 2009 - Present
US SIF: The Forum for Sustainable and Responsible Investment 2000 - 2006
Calvert Group 2003 - 2005
NewCircle Communications 2000 - 2005
Citizens Advisers 1997 - 2000
Skills
Socially Responsible..., Investments, Mutual Funds, Alternative Investments, Asset Management, Nonprofits, Investment Strategies, Wealth Management, Corporate Social..., Asset Allocation, Equities, Investment Management, Portfolio Management, Equity Research
Education
University of Virginia School of Law 1978 — 1981
JD, Law
College of the Holy Cross 1971 — 1976
BA, Philosophy
Jim Durning's Pax World Management LLC Experience February 2013 - December 2014
Job Investment Writer at Wells Fargo Advantage Funds
Industry Investment Management
Experience
Wells Fargo Advantage Funds December 2014 - Present
Pax World Management LLC February 2013 - December 2014
Fidelity Management & Research Company January 2012 - January 2013
Pyramis Global Advisors (Fidelity Investments) 2005 - 2012
Fidelity Investments 2000 - 2005
New England Funds, Nvest Services, CDC/Nvest (now Natixis) 1998 - 2000
440 Financial Group/The Shareholder Services Group/First Data Investor Services Group 1993 - 1998
State Mutual Life Assurance Company of America/Allmerica Financial December 1979 - December 1993
Skills
Investments, Financial Services, Mutual Funds, Project Planning, Public Relations, Media Relations, Internal Communications, Series 7, Series 63, Asset Allocation, Securities, Retirement, Asset Managment, Competitive Analysis, Investment Strategies, Alternative Investments, Marketing Communications, Fixed Income, Equities, Marketing Strategy, Strategic Planning, Writing, Hedge Funds, Management, 401k, Marketing, Institutional..., Series 24, Asset Management
Education
University of Massachusetts Dartmouth 1975 — 1979
Bachelor of Arts, English
St. John's High School 1972 — 1975
Wells Fargo Advantage Funds December 2014 - Present
Pax World Management LLC February 2013 - December 2014
Fidelity Management & Research Company January 2012 - January 2013
Pyramis Global Advisors (Fidelity Investments) 2005 - 2012
Fidelity Investments 2000 - 2005
New England Funds, Nvest Services, CDC/Nvest (now Natixis) 1998 - 2000
440 Financial Group/The Shareholder Services Group/First Data Investor Services Group 1993 - 1998
State Mutual Life Assurance Company of America/Allmerica Financial December 1979 - December 1993
Skills
Investments, Financial Services, Mutual Funds, Project Planning, Public Relations, Media Relations, Internal Communications, Series 7, Series 63, Asset Allocation, Securities, Retirement, Asset Managment, Competitive Analysis, Investment Strategies, Alternative Investments, Marketing Communications, Fixed Income, Equities, Marketing Strategy, Strategic Planning, Writing, Hedge Funds, Management, 401k, Marketing, Institutional..., Series 24, Asset Management
Education
University of Massachusetts Dartmouth 1975 — 1979
Bachelor of Arts, English
St. John's High School 1972 — 1975
Caitlin MacInnis's Pax World Management LLC Experience September 2008 - November 2012
Job Marketing Production Manager at Grand Circle Corporation
Industry Marketing and Advertising
Experience
Grand Circle Corporation December 2014 - Present
Grand Circle Corporation June 2013 - December 2014
Pax World Management LLC September 2008 - November 2012
Skills
Product Marketing, Inbound Marketing, Project Management, Event Management, Corporate Events, Conference Coordination, Marketing Communications, Strategic Planning, Teamwork, Vendor Relationships, Expense Budget..., Marketing Strategy, Marketing Campaigns, Product Launch, Traffic Management, Vendor Communication, Client Communication, Sales Team Support, Sales, Advertising, Leadership, Public Relations, Email Marketing, Social Media Marketing, Marketing, Communication, Online Advertising, Social Media, Management
Education
Plymouth State University 2003 — 2007
B.S., Business Administration, Communication Studies
Grand Circle Corporation December 2014 - Present
Grand Circle Corporation June 2013 - December 2014
Pax World Management LLC September 2008 - November 2012
Skills
Product Marketing, Inbound Marketing, Project Management, Event Management, Corporate Events, Conference Coordination, Marketing Communications, Strategic Planning, Teamwork, Vendor Relationships, Expense Budget..., Marketing Strategy, Marketing Campaigns, Product Launch, Traffic Management, Vendor Communication, Client Communication, Sales Team Support, Sales, Advertising, Leadership, Public Relations, Email Marketing, Social Media Marketing, Marketing, Communication, Online Advertising, Social Media, Management
Education
Plymouth State University 2003 — 2007
B.S., Business Administration, Communication Studies
Nathan G. Moser, CFA's Pax World Management LLC Experience January 2008 - Present
Job Portfolio Manager & Vice President at Pax World Management, LLC
Industry Investment Management
Experience
Pax World Management, LLC January 2008 - Present
Citizens Funds August 2002 - January 2008
John Hancock Investments January 2000 - August 2002
Skills
Chartered Financial..., Small Cap Portfolio..., Portfolio Management, Mutual Funds, Equities, Alternative Investments, Communication, Investment Management, Investment Strategies, Investments, Asset Management
Education
Babson College 1994 — 1998
Investments & Economics
Pax World Management, LLC January 2008 - Present
Citizens Funds August 2002 - January 2008
John Hancock Investments January 2000 - August 2002
Skills
Chartered Financial..., Small Cap Portfolio..., Portfolio Management, Mutual Funds, Equities, Alternative Investments, Communication, Investment Management, Investment Strategies, Investments, Asset Management
Education
Babson College 1994 — 1998
Investments & Economics
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management