Leaders in
Sustainable Investing

For more than two decades, Capricorn has sought to deliver enhanced
risk-adjusted returns through sustainable investing. We aim to solve
pressing environmental and social issues while building sustainable wealth
for our clients.

Capricorn
Investment Group

Capricorn is a sustainable investment platform serving families, foundations, and institutional investors for more than 20 years as a full-service Outsourced Chief Investment Officer and through select impact investment products.

20+ years

Developing impact-aligned investment solutions

$9 Billion

in assets under management *AUM is an approximation

32

Employees

Offices

in New York City and Palo Alto

A Breadth of Experience Supporting
Impact-Driven Investors

We are proud to have built a team of diverse backgrounds and expertise who think strategically and creatively with our ultimate goal in mind: To steward our clients’ assets through sustainable investment practices.

Kunle Apampa

Kunle Apampa is a Director on the Client Solutions Team and Head of Client Solutions & Partnerships. He joined the firm in 2021.

Experience

Prior to Capricorn, Kunle was Vice President at Goldman Sachs Imprint, an ESG & Impact Investment platform within Goldman Sachs Asset Management.

Education

Kunle holds a BSc in Chemical Engineering, specializing in Energy, Environment & Economics, from the Illinois Institute of Technology in Chicago.

Karen Chen

Karen Chen is the Director of Finance on the Operations Team. She joined the firm in 2006.

Experience

Prior to Capricorn, Karen was the Finance Director for National Press Photographers Association and Senior Accountant at Rothstein Kass.

Education

Karen received a B.S. in Health Administration and a Master’s in Accounting from the University of North Carolina.

Jeff Chu

Jeff Chu is an Accounting & Analytics Manager on the Operations Team. He joined the firm in 2014.

Experience

Prior to Capricorn, Jeff served as a Clients Operations Manager and Derivative Operations Manager at State Street.

Education

Jeff received his B.S. in Managerial Economics from University of California, Davis and holds the Chartered Alternative Investment Analyst (CAIA) designation.

Martin Cuenca

Martin Cuenca is an Accounting Manager on the Operations Team. He joined the firm in 2015.

Experience

Prior to Capricorn, Martin served as a Senior Tax Accountant for Ernst & Young under the Financial Services – Asset Management group in San Francisco.

Education

Martin received his B.S. in Accounting Information Systems from San Jose State University.

Greg D'Alessandro

Greg D’Alessandro is a Director of Strategic Relationships on the Client Solutions Team. He joined the firm in 2021.

Experience

Prior to Capricorn, Greg was a Vice President at AQR Capital Management, overseeing institutional investor relationships throughout North America. Before AQR, he was a summer associate at Causeway Capital and an analyst within J.P. Morgan’s investment banking division.

Education

Greg earned a B.B.A. from The College of William and Mary and an M.B.A. from the University of Chicago with concentrations in analytic finance and economics. He is a CAIA charterholder.

Marie-Celine Damnon

Marie-Céline Damnon is an Associate on the Investment Team. She joined the firm in 2018.

Experience

Prior to Capricorn, Marie-Céline worked as a consultant at Akoya Consulting.

Education

Marie-Céline earned her Master in Management and MSc in Sustainability and Social Innovation from HEC Paris.

Jérôme de Bontin

Jérôme de Bontin is a Partner and member of the Client Solutions Team. He joined the firm in 2020. Prior to joining the firm full-time, he served as a strategic consultant to Capricorn.

Experience

Previously, Jérôme was President and Chief Executive Officer of Mékar Financial Services, an Asset Management and Investment Advisory firm and its subsidiary Sustainability Investments, L.L.C (SILLC) focusing on ESG investing. Prior to Mékar, Jérôme was President and CEO of Crédit Agricole Futures in Chicago. He started his career with Drexel Burnham Lambert in Chicago. Parallel to his career in finance, Jérôme de Bontin served on the Board of the U.S. Soccer Federation Foundation, was President of AS Monaco FC and General Manager of the New York Red Bulls, and presently serves on the Board of the United Soccer Coaches Foundation and the U.S. Chapter of the Prince Albert II Foundation.

Education

Jérôme graduated from Amherst College in 1981 with a degree in Economics.

Krishna Desai

Krishna Desai is the Finance Manager on the Operations Team. She joined the firm in 2017.

Experience

Prior to Capricorn, Krishna worked for Robert Half. Prior to Robert Half, Krishna was a Senior Financial Analyst at TriplePoint Capital LLC.

Education

Krishna received her Bachelor of Commerce from India and Certified Chartered Accountant (ACCA) from UK.

Michaela Edwards

Michaela Edwards is a Partner and member of the Investment Team. She serves on the investment committee for all Capricorn strategies and has responsibility for co-leading the investment management of individual client portfolios as well as the Sustainable Investors Fund. She joined the firm in 2019.

Experience

Prior to Capricorn, Michaela spent nine years as a Senior Portfolio Manager with Norges Bank Investment Management, the sovereign wealth fund of Norway. Before joining Norges, Michaela worked as a research analyst for Russell Investments in London and New York. She started her career on the trading desk of DNB in Oslo.

Education

Michaela is a graduate of Oslo University College and Cass Business School in London and a CFA charterholder.

Mathilde Fournier

Mathilde Fournier is an Analyst on the Investment Team. She joined the firm in 2022.

Experience

Prior to Capricorn, Mathilde worked as an advisor at the French Government Spokesperson’s office and as a financial consultant at Accuracy.

Education

Mathilde earned her Master in Management from HEC Paris and her Master of Public Affairs from Sciences Po Paris.

Lisa Gates Wilhelmy

Lisa Gates Wilhelmy is a Manager on the Operations Team. She joined the firm in 2011.

Experience

Prior to Capricorn, Lisa was a Portfolio Accounting Analyst for Deutsche Bank. Prior to Deutsche Bank, she was a Mutual Fund Accountant at Capital Research and Management Company.

Education

Lisa received her B.A. in Business Finance with a Minor in Accounting from Loyola Marymount University.

Kwan-Yin Graw

Kwan-Yin Graw is an Analyst on the Investment Team. She joined the firm in 2022.

Experience

Prior to Capricorn, Kwan-Yin served as an Associate Director at BankFWD, a non-profit focused on ending banks’ fossil fuel financing. Prior to BankFWD, she worked at Bank of America Merrill Lynch on the Mortgage Back Securities trading desk.

Education

Kwan-Yin earned a BSc in Finance and a minor in Economics from The Pennsylvania State University.

Pavit Grewal

Pavit Grewal is a Senior Analyst for Fund Accounting on the Operations Team. She joined the firm in 2021.

Experience

Prior to Capricorn, Pavit served as a Senior Fund Accountant for Levine Leichtman Capital Partners LLC. Prior to Levine Leichtman Capital Partners, she was an Accounting Manager at StepStone Group LP.

Education

Pavit received her B.A. in Economics from UC Riverside.

Jimmy Jian

Jimmy Jian is a Senior Analyst for Fund Accounting at Capricorn. He joined Capricorn in 2017.

Experience

Jimmy Jian is an Accounting Manager on the Operations Team. He joined Capricorn in 2017.

Education

Jimmy graduated with a Bachelor’s degree in Accounting and Finance from San Francisco State University.

Winnie Lai

Winnie Lai is an Accounting Manager on the Operations Team. She joined the firm in 2016.

Experience

Prior to Capricorn, Winnie was a Tax Accountant specializing in financial services for Ernst & Young and commercial services for Rothstein Kass.

Education

Winnie received her B.S. in Business Accounting at San Francisco State University.

Brendan Larar

Brendan Larar is an Associate on the Investment Team. He joined the firm in 2019.

Experience

Prior to joining Capricorn, Brendan served as a technology consultant for alternative asset managers.

Education

Brendan earned a B.S. in Industrial & Labor Relations and a Master’s in Information Sciences from Cornell University.

Ryan Larsen

Ryan Larsen is a Director of Data and Analytics on the Operations Team. He joined the firm in 2021.

Experience

Prior to joining Capricorn, Ryan was a Senior Product Manager and lead developer for cross-platform analytics at Addepar – a financial reporting company. Prior to Addepar, Ryan served as a controls engineer for several early stage hardware startups.

Education

Ryan received a B.S. in Physics from Harvey Mudd College and an M.B.A from the University of Southern California Marshall School of Business.

Julia Mattox

Julia Mattox is an Investor Relations Manager on the Client Solutions Team. She joined the firm in 2020.

Experience

Prior to Capricorn, Julia worked in portfolio management and client solutions for PAAMCO Prisma, an alternative investment management firm, where she worked on custom hedge fund portfolios for institutional clients.

Education

Julia received her B.A. in Economics from the University of Virginia and holds the Chartered Alternative Investment Analyst (CAIA) designation.

William Orum

William Orum is a Partner and member of the Investment Team. He serves on the investment committee for all Capricorn strategies and has responsibility for co-leading the investment management of individual client portfolios as well as the Sustainable Investors Fund. He joined the firm in 2004.

Experience

Prior to Capricorn, William was an investment banker with Merrill Lynch in their global industries group, focused on corporate finance and M&A advisory.

Education

William received a B.A. from Amherst College and an MBA from the NYU Stern School of Business.

Amy Price

Amy Price is an Associate on the Investment Team. She joined the firm in 2020.

Experience

Prior to joining Capricorn, she worked in Goldman Sachs’ Merchant Banking Division focusing on real estate acquisitions.

Education

Amy earned a BBA in Finance from the McCombs School of Business at the University of Texas.

Aman Purewal

Aman Purewal is an Executive Assistant on the Operations Team. She joined the firm in 2017.

Experience

Prior to Capricorn, Aman served as a Client Analyst for Iconiq Capital.

Education

Aman received her B.A. in Communications from Simon Fraser University in Canada.

Dana Razza

Dana Razza is an Executive Assistant on the Client Solutions Team at Capricorn. She joined the firm in 2022.

Experience

Prior to Capricorn, Dana served as an Executive & Personal Assistant to the Founder of Kushner Companies. Prior to that, she worked as an Executive Assistant for various teams at The Carlyle Group.

Education

Dana studied Business Administration at Metropolitan College in New York City.

Mandira Reddy

Mandira Reddy is a Director of Investment Analytics on the Client Solutions Team. She joined the firm in 2013.

Experience

Prior to Capricorn, Mandira served as a Portfolio Manager for Intel Capital and a Corporate Finance Analyst for Intel.

Education

Mandira received her M.S. in Finance from the University of Illinois at Urbana- Champaign and an M.B.A. from T.A. Pai Management Institute in India. Mandira is a CFA charterholder.

Ciara Reynolds

Ciara Reynolds is an Associate on the Client Solutions Team. She joined the firm in 2022.

Experience

Prior to Capricorn, she worked at PIMCO, where she managed institutional corporate client relationships.

Education

Ciara graduated with a Bachelor’s degree in Finance and Marketing from Tulane University.

Carina Romano

Carina Romano is an Executive Assistant on the Investment Team. She joined the firm in 2022.

Experience

Prior to Capricorn, Carina served as an Executive Assistant to the Managing Partners at Central Park Group/Macquarie.

Education

Carina studied Fashion and Textile Science at The State University of New York College at Oneonta.

Dipender Saluja

Dipender Saluja is a Partner and member of the Investment Team. He serves as a Co-Managing Partner of Capricorn’s Technology Impact Fund. He joined the firm in 2007.

Experience

Prior to Capricorn, Dipender was Chief of Staff at Cadence, a global market leader in electronic design. Prior to Cadence, he worked at Data General (EMC), Honeywell, ROLM (IBM), and the GF Energy Research Center. Dipender serves on the boards of AST, Electric Hydrogen, Encell, Eridan, Halio, Joby Aviation (NYSE: JOBY), Navitas (NASDAQ: NVTS), QuantumScape (NYSE: QS), Saildrone, SPAN.IO, summerbio, and Summit Nanotech, on the Leadership Council of Cyclotron Road, the Advisory Board of the International Solar Alliance, the investment committee of PRIME, the Advisory Board of IonE, and is a commissioner of the Global Commission to End Energy Poverty (GCEEP). He is based in Palo Alto.

Education

Dipender is an electrical engineer by training and attended UND, University of Minnesota and Stanford University.

Robert Schultz

Robert Schultz is a Partner and member of the Client Solutions team. He joined the firm in 2020.

Experience

Prior to Capricorn, Robert was the co-founder and Chief Operating Officer of Greentech Capital Advisors. Prior to Greentech, he was a Managing Director and Chief Operating Officer of Morgan Stanley Fund Services and before that, he was a Managing Director and Head of Alternative Fund Services, North America for HSBC. He is currently a Director of Help for Children.

Education

Robert is a Chartered Accountant and received his Bachelor of Commerce, with Honors, from Queen’s University in Canada.

Yuliya Sharinova

Yuliya Sharinova is a Portfolio Management Senior Analyst on the Operations Team. She joined the firm in 2014.

Experience

Prior to Capricorn, Yuliya worked in the transaction advisory practice of Ernst & Young.

Education

Yuliya received her B.S. Business Administration with a double concentration in accounting and finance from San Jose State University. She also holds Bachelor’s and Master’s-equivalent degrees in Linguistics and Translation from Alfred Nobel University in Ukraine. Yuliya is a CFA charterholder.

Eric Techel

Eric Techel is a Partner and member of the Finance & Operations Team. He is Chief Financial Officer and Chief Compliance Officer. He also serves on the investment committee for the Sustainable Investors Fund. He joined the firm in 2007.

Experience

Prior to Capricorn, Eric was a Senior Manager with Deloitte in the Special Acquisition Services Group.

Education

Eric received his Bachelor’s degree in Economics from the University of California, Los Angeles and is a CPA (inactive).

Jones Thomas

Jones Thomas is a Director on the Investment Team. He joined the firm in 2018.

Experience

Prior to Capricorn, Jones served as a student investment analyst for the Cornell University Endowment. Prior to the Cornell University Endowment, Jones worked as a credit analyst at Credit Suisse and as a technology consultant on automation at Deloitte.

Education

Jones completed his BTech in Electronics Engineering from National Institute of Technology Calicut and MS in Financial Engineering from Cornell University.

Dearbhla Tyler

Dearbhla Tyler is an Executive Assistant on the Investment Team. She joined the firm in 2021.

Experience

Prior to Capricorn, Dearbhla served as a Tax Administrator for Realty Operations Group.

Education

Dearbhla studied Geography and Environmental Resource Management at University College Dublin, Ireland.

Ion Yadigaroglu

Ion Yadigaroglu is a Partner and member of the Investment Team. He is also a Co-Managing Partner of Capricorn’s Technology Impact Fund and serves on the investment committee for all Capricorn strategies. He is responsible for co-leading the investment management of individual client portfolios as well as the Sustainable Investors Fund. He joined the firm in 2004.

Experience

Prior to Capricorn, Ion was a Director of Business Development with Koch Industries. Prior to Koch, he was a founder and Chief Executive Officer at Bivio, a software startup in Colorado, and an Analyst for Olsen & Associates, a foreign exchange analytics company. Ion is an early investor in iconic technology companies including Tesla, SpaceX, Planet, QuantumScape and Saildrone.

Education

Ion was a research fellow at Columbia University and holds a Master's in Physics from Eidgenössische Technische Hochschule Zürich in Switzerland and a Ph.D. in Astrophysics from Stanford University.

Leaders in Sustainable Investing

Capricorn Investment Group

20+ years

$9 Billion

32

Offices

Our mission

A Breadth of Experience Supporting Impact-Driven Investors

Kunle Apampa

Karen Chen

Jeff Chu

Martin Cuenca

Greg D'Alessandro

Marie-Celine Damnon

Jérôme de Bontin

Krishna Desai

Michaela Edwards

Mathilde Fournier

Lisa Gates Wilhelmy

Kwan-Yin Graw

Pavit Grewal

Jimmy Jian

Winnie Lai

Brendan Larar

Ryan Larsen

Julia Mattox

William Orum

Amy Price

Aman Purewal

Dana Razza

Mandira Reddy

Ciara Reynolds

Carina Romano

Dipender Saluja

Robert Schultz

Yuliya Sharinova

Eric Techel

Jones Thomas

Dearbhla Tyler

Ion Yadigaroglu

Kunle Apampa

Experience

Education

Karen Chen

Experience

Education

Jeff Chu

Experience

Education

Martin Cuenca

Experience

Education

Greg D'Alessandro

Experience

Education

Marie-Celine Damnon

Experience

Education

Jérôme de Bontin

Experience

Education

Krishna Desai

Experience

Education

Michaela Edwards

Experience

Education

Mathilde Fournier

Experience

Education

Lisa Gates Wilhelmy

Experience

Education

Kwan-Yin Graw

Experience

Education

Pavit Grewal

Experience

Education

Jimmy Jian

Leaders in
Sustainable Investing

Capricorn
Investment Group

A Breadth of Experience Supporting
Impact-Driven Investors