Alexis Mccarthy Email & Phone Number

Providence, Ri, Us

I am responsible for standing up the pilot program across the state of Pennsylvania for residential solar leases with day-one savings on energy bills for low and moderate income households.

Strategic advisor to entrepreneurs, family foundations, non profits and businesses integrating and operationalizing sustainability and responsible leadership through values based alignment generating higher returns and improved practices.-Values alignment work in sustainability, impact and socially responsible direct investments across asset classes;-Operationalize sustainability and impact in portfolios and businesses and across practices;-Experience with and knowledge of sustainability/ESG/CSR reporting methods in general, such as -Sustainability Accounting Standards Board (SASB), Global Reporting Initiative (GRI), Dow Jones Sustainability Index (DJSI), CDP, EcoVadis, MSCI, Sustainalytics, ISS, etc.;-Exceptional written and verbal communication skills;-Familiarity with corporate disclosure frameworks, the socially responsible investment community, and the environmental and sustainability issues relevant today;-Knowledge of various reporting frameworks (e.g., GRI, SASB, CDP, TCFD) and investor-preferred evaluations (e.g., MSCI, Sustainalytics, ISS);-Knowledge of EU specific ESG regulatory requirements and ability to proactively provide guidance on evolving trends;-Nonprofit board and advisory board capacity building;-Frequent speaker/contributor on sustainability and impact at UHNW conferences.

Impact philanthropy and socially responsible direct investment through innovative deal structures in the esg/impact ecosystem.-Lead strategy, growth, client and advisory relationships, marketing and accounting/financial oversight-Financial forecasting/modeling, scenario planning-Expanded Board of Directors-Created new highly functioning advisory board-Active on board governance committee, finance and audit-Grew (8x) and maintained high quality advisor relationships -Secured largest grants from leading impact foundations ( Wallace, Tara, Grove)-Speaker on impact philanthropy, esg innovative investing approaches at multiple conferences

London, England, Gb

Responsible for the 14 offices in North and South America. Structured team successfully selling record setting $40+ mio work of American art• Expanded global footprint- opened Santiago office staffed up and reconfigured LA and Chicagoto reflect market demand, prepared for expansion into Colombia• Team pivot to focus on Private Sales- new company initiative• Streamlined consultant interface• Prepared for expansion into Colombian market

New York, Ny, Us

Manage, led and grew Tokyo office from18-80 employees responding to regulation changes to the retail mutual fund industry. • Responsible for marketing, sales, operations, administration, IT, legal/compliance, controllers, training, human resources and compensation• Oversaw hiring, budget and reorganization processes• Guided global multi-product offerings• Budget responsibility for 80 person team (organically grown from 18)• Exceeded AUM target goals-Maintained compound annual growth rate of 62%Product Specialist• Developed and implemented product specialist model• Created business plan to form new business unit to specialize in marketing consultant contact, client service and internal information coordination• Liaised between international portfolio management teams and firm on product development/direction and response to client feedback• Created external international product communications material• Managed minimum of 60 clients, including multi- asset class client base• Responsible for new business, marketing and maintaining AIMR standardsVP-Banque Indosuez- NYC, NYCorporate Foreign Currency Trader-Manufacturers Hanover Trust-NYC, NYCorporate Foreign Currency Trader-First National Bank of Boston-Boston, MA

Economics And International Relations

Education record