Tamara Close, Cfa Email and Phone Number
Tamara Close, Cfa work email
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Tamara Close, Cfa personal email
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Working at the intersection of investment, risk, and ESG practices in financial markets, Tamara draws upon her deep knowledge and experience at institutional investors, asset managers, and financial institutions to design and implement ESG integration strategies and perform ESG due diligence. She has helped multiple clients become leaders in ESG and increase their capital allocation from investors. Her clients include fund managers and institutional investors in Canada, the US, Europe, and the UK, across public and private markets. Tamara has developed and launched multiple leading proprietary tools and methodologies for ESG integration practices.Tamara is a senior executive with 20+ years in leadership roles in the investment industry, most recently as the founder of Close Group Consulting, and at PSP Investments. She has gained extensive experience on both the sell side and buy side in trading, institutional sales, research, risk management, strategy, and ESG. She is an experienced Board director and has successfully developed and led major capital markets strategic implementations. She is currently a senior ESG director at Petra Funds Group and leads their outsourced ESG director advisory offering.Tamara is a sought-after speaker, advisor, and regularly publishes ESG thought leadership and articles in industry journals as well as contributes to academic research.
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Senior Esg DirectorPetra Funds Group Sep 2024 - PresentNew York, Ny, UsThe Petra ESG team consists of senior, industry-leading professionals who deliver personalized, high-touch ESG services to our clients. These services include ESG strategy development, due diligence, and ongoing monitoring. Lead for the outsourced ESG director offering, enabling scalable and efficient implementation of ESG programs tailored to each client’s unique strategy, goals, and industry.Petra has offices in New York, London, Amsterdam, Los Angeles, and Boston and administers funds and structures in excess of $220 billion in assets. -
Board Director - Concordia University Intergenerational FundConcordia University Nov 2024 - PresentMontreal, Qc, CaFormerly the Concordia University Foundation and Endowment. -
Founder And Managing PartnerClose Group Consulting Inc. Nov 2017 - PresentCGC is a global boutique ESG strategy and due diligence advisory firm that works with investment fund managers and asset owners across public and private asset classes, as well as privately held and publicly traded corporates. CGC was built out of the need for an ESG advisory firm that combines investment, financial and capital markets experience with ESG knowledge and strategy. CGC designs and implements ESG strategy frameworks and also performs ESG due diligence on investments and managers using proprietary tools and methodologies. -
Board DirectorEvovest Jul 2022 - PresentMontréal, Québec, Ca -
AdvisorRiskthinking.Ai Dec 2023 - PresentToronto, Ontario, Ca -
Board Director, Chair Of The Governance CommitteeValeo Pharma Jun 2023 - Feb 2024Kirkland, Quebec, Ca -
Managing Director And Head Of Esg IntegrationKks Advisors Jun 2020 - Jul 2021City Of London, England, Gb -
Senior Director, Public Markets And Absolute Return StrategiesPsp Investments 2013 - 2017Montréal, Québec, Ca -
Senior Manager, Risk ManagementPsp Investments 2007 - 2013Montréal, Québec, Ca -
Head Of Research And Risk ManagementStructured Asset Management, Fixed Income Asset Management 2001 - 2007
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Corporate Dealer, Fx And Otc Derivatives Institutional DeskLcl 1992 - 1996Villejuif, Île-De-France, FrInstitutional sales & trading - FX and OTC derivatives -
Money Market DealerBmo Financial Group 1990 - 1992Toronto, On, Ca
Tamara Close, Cfa Skills
Tamara Close, Cfa Education Details
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Mcgill UniversityEconomics -
Concordia UniversityJohn Molson School Of Business -
Concordia UniversityJohn Molson School Of Business
Frequently Asked Questions about Tamara Close, Cfa
What company does Tamara Close, Cfa work for?
Tamara Close, Cfa works for Petra Funds Group
What is Tamara Close, Cfa's role at the current company?
Tamara Close, Cfa's current role is ESG Advisory | Outsourced ESG Director | Board Director | Speaker.
What is Tamara Close, Cfa's email address?
Tamara Close, Cfa's email address is ta****@****egc.com
What schools did Tamara Close, Cfa attend?
Tamara Close, Cfa attended Mcgill University, Concordia University, Concordia University.
What skills is Tamara Close, Cfa known for?
Tamara Close, Cfa has skills like Fixed Income, Derivatives, Market Risk, Financial Risk, Equities, Valuation, Risk Management, Investments, Credit Derivatives, Money Market, Portfolio Management, Financial Analysis.
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