Sustainable Investment Analyst
Lea Gariando, CFA
The reason I’ve been able to do well here, and want to stay here, is that we just bring everything together. We read the news, we understand people—and we understand how all of that plays a role in investment opportunities.
Our success comes from having a softer touch—we see the nuances, and we’re growing the next generation to do the same.
I think advancing the firm has to do with community awareness. Since we’re smaller, people don’t always hear about us or know about us. I think we could work with local universities or colleges, maybe even my college, Whitman College, to get in front of the next generation and talk about what we do, what finance is and what it can be for them.
I’m a sustainable investment analyst. The firm saw a need to focus on corporate responsibility. So this is really client-driven, philosophy-driven. We value all the things that social responsibility entails.
I received my CFA charter in 2016, and I’ve been working as a sustainability analyst since 2017. I read Glassdoor reviews, and examine shareholder voting proposals. My work now is to articulate for our portfolio managers, and our clients, how the companies we own care about the environment and their employees, and how they build community. I have an opportunity to get inside of that story. I ask myself, ‘Would I want to work there?’
“Our success comes from having a softer touch—we see the nuances, and we’re growing the next generation to do the same.”
When I look at our culture, I think about how a great manager asks what he or she can do for an employee to get them to the position they’re seeking. Lisa has helped me a lot. We just did a presentation for young investors, and I was one of the presenters. She was a big help and asked me just the right questions to get me ready.
This work is important because I help generate wealth for people. And, I can help my friends understand investing and what that can do for their life and their long-term future.
I grew up in Sumner, Washington—the same town where Nancy Zevenbergen is from. I didn’t work in the fields as she did; I worked at McDonald’s. My parents are immigrants, and their advice to me was to be kind and generous.
“Our focus on corporate responsibility is really client-driven, philosophy-driven—we value all the things that social responsibility entails.”