Tim co-founded Terra Alpha Investments LLC. He designed and oversees the firm’s investment processes, funds, and operations.
Tim has over 30 years of experience in investment management. He spent the majority of his career at one of the largest active investment management firms in the world, Capital Group Companies. At Capital, Tim was one of the lead portfolio managers for many of the firm’s largest and most successful funds including Growth Fund of America, Capital World Growth and Income Fund, and EuroPacific Growth Fund. In total, Tim had direct responsibility for over $26 billion in client assets. During his 19 years at Capital, Tim lived and worked in Los Angeles, London, and Washington, DC. Throughout his career he has travelled extensively around the globe to build his expertise via on the ground research and meetings with company management teams and policy leaders.
Earlier in his investment career Tim was an equity analyst covering a diverse range of global sectors including consumer electronics, consumer staples, media, industrial companies, utilities (power and telecom), and electrical equipment. He was a Vice President and equity analyst at PNC Financial as well as an equity analyst at a unit of The Bank of Boston.
Additionally, Tim worked in London as an advisor to CDP, formerly the Carbon Disclosure Project, on strategic planning and organizational effectiveness. He also served as the Director of Strategic Planning for the Piedmont Environmental Council and has served as a Trustee of The Nature Conservancy (Virginia Chapter) and on the Board of Visitors of the College of William & Mary (including as Chair of the Finance Committee and the Investment Sub-committees). He was also the Chair of the board of the Reves Center for International Studies at the College of William & Mary.
He holds a BA in International Relations from The College of William & Mary and a MBA in Finance from Northeastern University. He has been a CFA charterholder since 1989.
Andrew co-founded Terra Alpha Investments LLC after a 30-year investment career. He is a member of the investment team while also managing our compliance, finance, and legal requirements.
Andrew began his investment career as a buy-side equity analyst covering multiple broad industry groups, including transportation, financial services, and capital equipment. As an analyst, he worked at four firms for 11 years including PNC Bank and Howard Hughes Medical Institute. Andrew then spent 19 years on the sell-side in institutional equity sales at Oppenheimer & Co. advising large mutual funds, banks and other money managers. While at Oppenheimer, Andrew worked in both Los Angeles and New York City.
In his free time, Andrew is a passionate cook and has taken on the challenge of working in the kitchens of some exceptional restaurants across the country.
He holds a BS in Finance from The Pennsylvania State University.
Amy leads Terra Alpha’s advocacy and engagement efforts. She engages with business leaders, other investment professionals, and regulators; advocates for improved company disclosure; and advances Terra Alpha’s research and approach. She also oversees our proxy policies and voting. She is lead author of Terra Alpha's report on soil.
Amy spent ten years with Capital Group Companies. As one of the global economists, she focused on OECD economies, portfolio asset allocation, and industry-specific macro research in the investment group. She later took on environmental, social, and governance research and engagement for Capital International's institutional business as the initial ESG/SRI investment specialist, overseeing $15 billion in assets with an SRI/ESG mandate. She joined the firm as part of The Associates Program, a select, in-house MBA-equivalent rotational program. Prior to Capital, she was at the US Department of State.
Just before joining Terra Alpha in May, 2015, Amy was the director of strategic development for a global non-profit and social impact business, Coexist, and then served on the board. She is a founder of the Build Israel Palestine coalition and its initial grey-water recycling project. She is a current member of WISE (Women for a Sustainable Economy), and is also a member of the US SIF Advisory Committee for the report on US Sustainable, Responsible, and Impact Investing Trends.
She holds an AB in Social Studies with honors from Harvard College.
Dan joined Terra Alpha in March 2015 as the Senior Data & Research Analyst. He now serves as the Director of Investment Data & Research and is responsible for overseeing the investment and data integration processes. Dan heads up the research team and conducts fundamental and Environmental Productivity™ analysis within the health care and real estate sectors.
Prior to joining the team, Dan had nearly a decade of experience between his time at Ned Davis Research Group and Vardon Capital Management. While at Ned Davis Research, he assisted the U.S. Strategist in identifying market capitalization, style, and thematic leadership trends, he worked with institutional clients in developing asset allocation models and stock screens, and he worked with the data team to assist with integrating data into the company’s internal processes. His primary responsibility at Vardon Capital, a $475 million hedge fund at the time, was to normalize earnings data and conduct financial statement analysis.
He holds a BA in Economics from Rollins College and a MS in Finance from University of Florida Warrington College of Business. Dan is a CFA charterholder.
Jill joined Terra Alpha in September 2016 as a Research Advisor. She provides in-depth research on the financials sector, as well as insights on renewable energy markets and the Asian markets and economies.
Jill brings over 18 years of buy-side investment experience as an equity analyst with a focus on the banking sector. She is an Adjunct Fellow of the Asia Business Council where she has focused on renewable energy in Asia and also serves on the Board of Foundation for Child Development.
She holds a BA in Economics from George Mason University and a MS in Global Finance from HK-NYU Stern School of Business.
Brendan served as one of the initial interns at Terra Alpha in December 2014 and joined the firm full-time in June 2015. He is responsible for fundamental and Environmental Productivity™ analysis within the energy and industrials sectors. He brings a deep knowledge of energy markets and was the lead author of Terra Alpha’s Emitting Money: Why Carbon Efficiency Matters for Businesses and Investors, as well as, Disclosure Matters: Environmental Data Improves the Investment Decision-Making Process reports.
While pursuing his college degree, Brendan worked as the assistant environmental coordinator for Virginia’s James City County, leading efforts to evaluate energy usage and efficiency.
He holds a BA in Environmental Policy and Finance from The College of William & Mary.
Jacob started his Terra Alpha career in August 2015. He is responsible for fundamental and Environmental Productivity™ analysis within the consumer sectors.
During his MBA studies, he worked as a private equity associate for Lone Star Investment Advisors, an equity research analyst covering the consumer staples sector for the Nancy Chambers Underwood Endowment Fund, and an investment analyst identifying deals for Southern Methodist University’s Venture Capital Fund. Prior to his graduate studies, Jacob held a variety of different positions primarily in the business development function within the consumer goods industry.
He holds a BA in History and an MBA in Finance with a specialization in Investments from Southern Methodist University, where he graduated as salutatorian. Jacob is a CFA Level II Candidate.
Rita joined the Terra Alpha team in July 2015. She is responsible for fundamental and Environmental Productivity™ research within the materials and utilities sectors. Rita also served as lead author of Terra Alpha’s Navigating Rough Waters: Businesses & Investors Must Adapt for a Water-Stressed Future report.
Prior to joining Terra Alpha, Rita worked in Copenhagen, Denmark as part of the Economics and International Business department at DIS, Study Abroad in Scandinavia. She previously interned for both The Nature Conservancy and The Piedmont Environmental Council in Virginia.
She holds a BA in Economics and History from The College of William & Mary.
Nathaniel first joined Terra Alpha as an Investment Research Intern during the summer of 2016 and returned upon graduating in the summer of 2017. He is responsible for fundamental and Environmental Productivity™ research within the information technology and communication services sectors.
While pursuing his undergraduate degree, Nathaniel served on the College of Business Student Council and as an analyst for the Auburn University Student Investment Fund, where he provided coverage of the consumer goods sector.
He holds a BS in Finance from Auburn University where he graduated with honors. Nathaniel is a CFA Level II Candidate.
Julia joined Terra Alpha as a Communications Associate in June of 2018. She is responsible for assisting in the preparation of all external publications and communications related to our advocacy and business development programs.
While pursuing her undergraduate degree, Julia wrote for Colorado College's newspaper, The Catalyst, served as a research intern for The Fine Arts Center, and an advocacy intern for 350.org. She is a current member of WISE (Women for a Sustainable Economy).
She holds a BA in Environmental Policy from Colorado College.