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Timothy P. Dunn, CFA - Chief Investment Officer, Managing member, Founder

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.

Currently, he serves on the board of the PATH Foundation and is a member of the Global Leadership Council of the World Resources Institute.

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.

Read Tim's blog post for the story behind the founding of Terra Alpha Investments LLC.

Listen to Tim’s podcast, “Doing Good and Doing Well.”


Andrew Geller - Chief Financial Officer, Senior Member

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.


Dan Sanborn, CFA - Director of Investment Data and Research, Partner

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.

Read Dan’s blog post about the state of corporate-disclosed environmental data and how business leaders and investors can support the evolution of Environmental Productivity™.


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tara doyle - director of Business Development

Tara Doyle joined Terra Alpha in December of 2018. As the Director of Business Development, she leads the marketing strategy by liaising with existing and prospective investors, developing external partnerships, and overseeing investor relations.

Tara has worked in business development roles across the financial services industry for the last eight years. Most recently, she was Director of Business Development for MTN Capital Partners in New York City, where she was responsible for sourcing and evaluating private middle-market opportunities. Prior to MTN, Tara worked for Tradeweb Markets, first in Tradeweb Institutional's Market Data Division, and later joining Tradeweb Direct's Product Team.

She holds a BA in English and American Literature from Middlebury College.

You can contact Tara directly at tara@terraalphainvestments.com


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Jill Baker, CFA - Research Advisor

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.


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AMY E. DINE - SHAREHOLDER ENGAGEMENT ADVISOR

Amy provides our team with insights and advice on proxy policy and supports our efforts to engage with corporations to drive improved governance.

Amy also serves on Terra Alpha’s Advisory Board. She previously served as Terra Alpha’s Director of Advocacy. Earlier in her career she spent 10+ years at Capital Group Companies as a global economist and their first Environmental, Social, and Governance Investment Specialist.

Amy holds an AB in Social Studies with honors from Harvard College.


Jacob E. Hampton - Senior Research Analyst

Jacob started his Terra Alpha career in August 2015.  He is responsible for fundamental and Environmental Productivity™ analysis within the consumer sectors.

Jacob’s financial sector experience includes analytical roles in public equity, private equity, and venture capital. He began his career in the consumer packaged goods industry working in a variety of functions. 

He holds a BA in History and an MBA in Finance with a specialization in Investments from Southern Methodist University.


Rita Morency - Research Analyst

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. 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.


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Nathaniel Schwartz - Research Analyst

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.


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KATIE BOVARD - INVESTOR RELATIONS ASSOCIATE

Katie joined Terra Alpha in June 2019 as an Investor Relations Associate. She is responsible for supporting the organizational and communication efforts of Terra Alpha’s business development.

Prior to joining Terra Alpha, Katie worked as an Investment Performance Analyst at Cambridge Associates. While there, she provided analytical reports on portfolio performance to institutional clients.

She holds a BA in Globalization Studies with a concentration in International Business from Gettysburg College, where she graduated with honors.


 
 
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JULIANNA BRUNINI - RESEARCH ANALYST

Julianna joined Terra Alpha in June 2019. She is responsible for fundamental and Environmental Productivity™ research within the industrial and energy sectors.

Previously, she spent three years in corporate strategy and new product development at EAB, a research, technology, and services firm serving education institutions. She has also worked for a startup commercializing weather data and analytics and interned for an asset management firm.

Julianna holds a BA in Earth and Planetary Sciences from Harvard College and an MPhil in Technology Policy from the University of Cambridge Judge Business School.