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Carolyn Ezelino
Directeur de la Recherche - Actions chez
Sonen Capital LLC
Profil
Ms. Carolyn Ezelino is a Managing Director & Head of Research at Sonen Capital LLC.
She will play a crucial role in helping drive the firm's mission of achieving both financial returns and positive social and environmental impact.
In addition, she will lead and mentor team of research analysts while also helping develop investment themes and strategies that align with our client's impact goals.
She brings over 15 years of experience in impact investing, with expertise working with diverse and emerging managers, focusing on key impact areas such as climate, education, agriculture, and health.
Prior to Sonen, Ms. Ezelino includes investment banking at Morgan Stanley, emerging market private equity, serving in the U.S.
Peace Corps, and founding a global health and education non-profit organization.
She has a BA in International Studies from Duke University, an MBA from MIT Sloan, and is a Toigo alum.
Postes actifs de Carolyn Ezelino
| Sociétés | Poste | Début |
|---|---|---|
Sonen Capital LLC
 Sonen Capital LLC Investment ManagersFinance Sonen uses an asset allocation approach tailored to each client’s financial and impact return objectives, risk tolerance, liquidity needs, tax and other personal considerations, which is designed to build a well-diversified investment portfolio with a focus on capital preservation, while taking advantage of short- and long-term opportunities in the global capital markets. Upon the development of an investment policy and long-term strategic asset allocation plan for a client, the firm will then construct a portfolio of investment products that considers the purpose, correlation, and risk/return profile of each investment. | Directeur de la Recherche - Actions | 01/08/2021 |
Formation de Carolyn Ezelino
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Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
3
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Sonen Capital LLC
Sonen Capital LLC Investment ManagersFinance Sonen uses an asset allocation approach tailored to each client’s financial and impact return objectives, risk tolerance, liquidity needs, tax and other personal considerations, which is designed to build a well-diversified investment portfolio with a focus on capital preservation, while taking advantage of short- and long-term opportunities in the global capital markets. Upon the development of an investment policy and long-term strategic asset allocation plan for a client, the firm will then construct a portfolio of investment products that considers the purpose, correlation, and risk/return profile of each investment. | Finance |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MIT Sloan School of Management
 MIT Sloan School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
