Betsy oversees Green Alpha’s sales and marketing activities, working diligently to describe the firm’s unique investment philosophies, research processes, risk management priorities, and portfolio construction methodologies in a way those outside Green Alpha’s walls can understand. In addition, she is the lead analyst on a portion of the firm’s portfolio companies and actively involved in portfolio management decisions across Green Alpha’s portfolios. She has a keen interest in diversity and social inclusion issues, keeping the Investment Committee informed of metrics to continually improve research and proprietary scoring processes.
Betsy joined the team in January 2015 as Chief Operating Officer, drawn to Green Alpha’s unique methods of building sustainability-oriented, innovation-driven portfolios one stock at a time – never deviating from the underlying Next Economics framework. She first became acquainted with Green Alpha through her work at First Affirmative Financial Network, LLC. As a core part of her job, Betsy became familiar with many sustainability-oriented investment options and was particularly impressed by Green Alpha’s rigorous research approach.
As the SVP and a Managing Member of First Affirmative, Betsy was responsible for building the firm’s third-party platform business and institutional account investment capabilities.
Betsy was Chief Operating Officer and Chief Compliance Officer of TAMRO Capital Partners, LLC in Alexandria, VA from 2004 to 2013. She participated in all aspects of the firm’s growth from $200 million to $2 billion, expanding the business to include five mutual funds, a collective investment trust fund (CIT), institutional accounts, and separate accounts for high-net-worth clients, as well as separately managed wrap accounts and UMA programs where TAMRO served as an asset manager.
She began her investment career at Harbor Capital Management in Boston, MA, in 1999, where she undertook everything from portfolio administration to due diligence meetings, attribution analysis, earnings calls, trading support, and FX communications.
Originally from Eugene, Oregon, Betsy earned a B.S. from the University of Oregon’s Charles H. Lundquist College of Business. She received her MBA from The Darden School of Business at the University of Virginia. She has been a proud member of Darden’s Alumni Board of Directors since 2012. Betsy also serves on the Board of Directors for The Alliance Center – a non-profit organization that exists to solve systemic environmental and social problems.
Together, Betsy and her daughter Valerie love to enjoy Colorado’s sunshine, and travel often to take part in and benefit from the richness of other locations and cultures.