TAI's Advisory Board was created to bring external expertise to our work. Advisors are expected to actively share their knowledge and insights from their professional experience with our team to enhance our ability to achieve our firm's mission.
Frank E. Loy – Member
Frank Loy was appointed as Alternate U.S. Representative to the 66th Session of the UN General Assembly in 2011 by President Obama. He also served in the Obama Campaign as a co-leader of the Energy and Environment team, and as a member of the National Finance Committee.
Frank served as Under Secretary for Global Affairs under President Clinton and was the lead U.S. climate negotiator for three years. Under President Carter, he was Director of the Department of State’s Bureau of Refugee Programs, with the personal rank of Ambassador. In the Johnson Administration he served as Deputy Assistant Secretary for Economic Affairs.
Frank spent a decade in the business sector, eventually becoming a founding partner of a turn-around firm and becoming president of a publicly-traded company.
Early in his career he practiced corporate and corporate finance law in Los Angeles with the firm of O'Melveny & Myers. He has taught a course in Environmental Law and Policy at the Yale Law and Forestry Schools.
Over the years he has served on a variety of corporate boards. At present he serves on the boards of numerous non-profit organizations, particularly environmentally-focused, including the Environmental Defense Fund, The Center for Climate and Energy Solutions, and The Nature Conservancy Maryland/DC Chapter.
He holds a BA from UCLA and an LL.B. from Harvard Law School.
George Serafeim – Member
George Serafeim is the Jakurski Family Associate Professor of Business Administration at Harvard Business School. He has taught courses in the MBA and doctoral programs, chaired Executive Education programs, authored many articles and business cases, and presented his research at conferences and seminars.
George’s research interests are international, focusing on corporate valuation, governance and reporting issues. His work has been published in the most prestigious academic and practitioner journals such as the The Accounting Review, Strategic Management Journal, Journal of International Business Studies, Review of Accounting Studies, Journal of Accounting Research, Journal of Finance, Contemporary Accounting Research, Management Science, Financial Analysts Journal, MIT Sloan Management Review, Journal of Applied Corporate Finance, and Harvard Business Review. His research is regularly cited in media outlets including The New York Times, Bloomberg, Financial Times, The Wall Street Journal, Economist, The Guardian, CNN, BBC, Al Jazeera and NPR.
He has extensive experience as a senior adviser of investment managers and corporations around the world and as a board member in both the non-profit and private sectors. He is a co-founder of KKS Advisors and an advisor to Calvert Investments. He serves on the advisory board of Arabesque, on the board of directors of the High Meadows Institute, on the working group of the Coalition for Inclusive Capitalism and on the Technical Review Committee of the Global Initiative for Sustainability Ratings.
He was a member of the Standards Council of the Sustainability Accounting Standards Board (SASB).
He holds a master’s degree in accounting and finance from the London School of Economics and Political Science and a doctorate in business administration at Harvard Business School.
Ellen R. Stofan, PhD – Member
Ellen Stofan was the Chief Scientist of NASA from 2013-2016, serving as principal advisor to the NASA Administrator on the agency's science programs and science-related strategic planning and investments.
Her Research has focused on the geology of Venus, Mars, Saturn's moon Titan, and Earth. She has published extensively, and she has received many awards and honors including the Presidential Early Career Award for Scientists and Engineers. She is an associate member of the Cassini Mission to Saturn Radar Team. Prior to joining NASA, she led a team which proposed a mission (TiME) to NASA to land a boat on a sea on Titan.
She is co-chair of the World Economic Forum Space Council and an Honorary Professor in the Department of Earth Sciences at University College London. She has served on numerous non-profit boards, and is currently a member of the College of William & Mary Foundation Board (Immediate Past Chair).
She holds a BS from The College of William & Mary and a PhD from Brown University.
Susan Tolson, CFA – Founding Member
Susan Tolson is currently a director of Groupe Lagardère; Take-Two Interactive where she is as a member of the Audit Committee; Outfront Media where she chairs the Nominating and Governance Committee and serves as a member of the Audit Committee; and Worldline E-Payment Services where she serves as a member of the Audit Committee and Compensation and Nominating Committee. Previously, Susan also served as a director and Audit Committee member of American Media, Inc., Trustee for the American University of Paris, and board member of the Franco-American Fulbright Commission.
Susan worked at Capital Research Company serving in various capacities, including Senior Vice President and Portfolio Manager, for twenty years. She had spent two years with Aetna Investment Management Company making private investments in media and entertainment companies.
She is a National Association of Corporate Directors’ Governance Fellow.
Susan holds a BA, cum laude, in economics from Smith College, an MBA from Harvard University Graduate School of Business Administration, and is a CFA charter holder.
Katherine Collins, CFA – Founding Member, Emerita
Katherine Collins is the first Head of Sustainable Investing at Putnam investments, Founder and CEO of Honeybee Capital, and author of the book, The Nature of Investing: Resilient Investment Strategies through Biomimicry.
Katherine has over twenty years of professional investment experience. At Fidelity Management & Research Company, she served as portfolio manager for a number of multi-billion dollar equity funds and as head of equity research. Her funds consistently outperformed their benchmarks.
As her interest in sustainable and regenerative finance grew, she earned her MTS degree at Harvard Divinity School, and studied the natural world and biomimicry as guides for investing in a more integrated approach.
Katherine serves as board chair at Last Mile Health, as director for the Sante Fe Institute and the Omega Institute, and as member of the Harvard Divinity School Dean's Council and the Business Leadership Council of Wellesley College.
She holds a BA from Wellesley College, an MTS degree from Harvard Divinity School, and is a CFA charter holder.