Morningstar Sustainalytics
Jordan Franceschini has a diverse work experience spanning multiple industries. They currently work at Morningstar Sustainalytics as an Associate Director, Client Relations, where they drive revenue growth through new account acquisition and development of strategic accounts. Their expertise lies in solutions that enable investors to manage ESG-driven risks and opportunities.
Prior to that, Jordan worked at State Street Global Advisors as a Managing Director, Director of Sales Effectiveness. In this role, they developed and led strategic revenue generation and retention initiatives, coordinated tactical campaigns, and collaborated with various teams across the company.
Before that, Jordan worked at The Benchmark Company, LLC as a Managing Director, Institutional Sales and Trading. They successfully established and co-managed the Boston office, marketed and sold proprietary equity research, and provided market intelligence and investment advice.
Earlier in their career, Jordan worked at Barry Murphy & Company as a Client Relationship Manager, where they covered registered investment advisors and high-net-worth individuals, and managed various operational and compliance issues.
They also have experience as an Environmental Consulting Engineer at GZA GeoEnvironmental, Inc., where they conducted field tests, wrote sales proposals, and supported a federal hazardous waste cleanup project.
Overall, Jordan Franceschini has a strong background in client relations, revenue generation, strategic initiatives, and industry expertise in sustainability/ESG research and investment.
Jordan Franceschini attended Hamilton College from 1991 to 1995, where they obtained a Bachelor of Arts degree with a major in Geology and a minor in Biology. Additionally, they have obtained or are pursuing several certifications, including a Certificate in Climate Finance and a Certificate in ESG Investing from the CFA Institute, as well as various Series certifications from FINRA (Series 24, 4, 55, 63, and 7).
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Morningstar Sustainalytics
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Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Sustainalytics also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices and capital projects. With 17 offices globally, Sustainalytics has more than 1,200 staff members, including more than 500 analysts with varied multidisciplinary expertise across more than 40 industry groups. For more information, visit www.sustainalytics.com.