Anne Matusewicz, CAIA

Anne Matusewicz has a diverse work experience spanning various roles in the finance and investment industry.

Anne currently serves as the Co-Head of ESG & Impact Strategy at Reporting 21 by Sirsa, a position they have held since January 2023. Prior to this, they were the VP, Director of ESG & Impact Strategy - West at the same company from May 2022 to January 2023.

Before their current role, Anne was a Venture Partner at Haas Impact Fund starting in January 2023.

From April 2021 to April 2022, Anne worked at BlackRock as a VP, Sustainable Strategist.

Anne gained valuable experience at Calvert Research and Management, where they held multiple roles. Anne started as a Responsible Investment Product Manager from January 2018 to October 2019. Anne then became the AVP, Senior Responsible Investment Product Manager from November 2019 to October 2020 and later served as the AVP, Responsible Investment Strategist from November 2020 to April 2021.

Anne also worked as the Director at Calvert Institute for Responsible Investing from January 2020 to April 2021.

Prior to that, they were an AVP, Responsible Investment Strategist at Morgan Stanley from January 2018 to April 2021.

Anne began their career at Fidelity Investments as a Senior Manager, Shareholder Communications from February 2016 to December 2017.

Before joining Fidelity, they worked as a Business Development Associate at Boston Trust Walden Company from August 2013 to January 2016. Anne also served as an Institutional Business Development Associate at Braver Capital Management from July 2012 to August 2013.

During their early career, Anne worked as a Ski Instructor at Telluride Ski Resort from December 2011 to April 2012.

Overall, Anne Matusewicz has extensive experience in ESG & Impact Strategy, responsible investment, sustainable finance, and business development in the finance and investment industry.

Anne Matusewicz has a Master of Business Administration (MBA) degree with a focus on Sustainable Business and Finance from the University of California, Berkeley, Haas School of Business. Anne also holds a Bachelor of Arts (B.A.) degree from Brown University, where they studied Architectural Studies and Economics. Additionally, Anne attended the Episcopal School of Dallas and the School for The Talented And Gifted, but specific degrees or fields of study from these institutions were not provided.

In terms of certifications, Anne has obtained the CAIA designation from the CAIA Association. Anne also holds certifications for Series 63 and Series 7 from FINRA, although the exact dates of when these certifications were obtained were not specified.