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1<!DOCTYPE html>
2<html lang="en" class="no-js">
3<head>
4<meta charset="utf-8">
5<meta http-equiv="X-UA-Compatible" content="IE=edge">
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12
13<!-- Title & Description -->
14<title>Our Team | Sustainable Investment Experts since 1994 — Newground Social Investment</title>
15<meta name="description"
16content="Meet the team behind Newground Social Investment – experienced fiduciaries dedicated to values-aligned wealth management for progressive investors.">
17<!-- Open Graph -->
18<meta property="og:site_name" content="Newground Social Investment">
19<meta property="og:title" content="Our Team | Sustainable Investment Experts since 1994">
20<meta property="og:description" content="Meet the team behind Newground Social Investment – experienced fiduciaries dedicated to values-aligned wealth management for progressive investors.">
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28<meta itemprop="name" content="Our Team | Sustainable Investment Experts since 1994">
29<meta itemprop="description" content="Meet the team behind Newground Social Investment – experienced fiduciaries dedicated to values-aligned wealth management for progressive investors.">
30<meta itemprop="url" content="https://newground.net/about-us">
31<!-- Twitter Card -->
32<meta name="twitter:card" content="summary_large_image">
33<meta name="twitter:title" content="Our Team | Sustainable Investment Experts since 1994">
34<meta name="twitter:description" content="Meet the team behind Newground Social Investment – experienced fiduciaries dedicated to values-aligned wealth management for progressive investors.">
35
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44<meta name="apple-mobile-web-app-status-bar-style" content="black">
45<meta name="apple-mobile-web-app-title" content="Our Team | Sustainable Investment Experts since 1994">
46
47<!-- Prefetch -->
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56
57
58<style>
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103
104/*--------------------*/
105
106/*----Typography----*/
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109  padding:40px 0px 40px 40px !important;
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570
571
572
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575-->
576 
577
578
579
580</head>
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615<title>google</title>
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620<symbol id="icon-youtube" viewBox="0 0 24 24">
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1017<h3>Nancy Miller Herbert</h3>
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1038<div class="col-xs-12 col-sm-7"><h1>Nancy Miller Herbert</h1>
1039
1040<h3 class="accented">Director of Operations | NSI</h3><h4><br></h4>
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1053</h3><p>Nancy joined Newground in 2006, after many years in the field of Women’s Reproductive Health and Family Practice where she learned the importance of social justice and activism, confidentiality, and how to manage the regulatory and client-related duties of a healthcare practice.&nbsp;</p>
1054
1055<p>Her responsibilities at Newground include: all aspects of client service &amp; on-boarding, office management, and assistance with marketing &amp; outreach.&nbsp;</p>
1056
1057<p>Nancy grew up on Whidbey Island and Japan, and is bi-lingual. Her favorite quote is:&nbsp;</p>
1058
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1060
1061<p style="text-align: left;">We are in for a very, very long haul. I am asking for everything you have to give. We will never give up. You will lose your youth, your sleep, your patience, your sense of humor and occasionally – the understanding &amp; support of people that you love very much. In return, I have nothing to offer you but your pride in being a woman, and all your dreams you've ever had for your daughters, and nieces, and granddaughters, your future, and the certain knowledge that at the end of your days you will be able to look back and say that once in your life you gave everything you had for Justice.</p>
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1063
1064<h3 class="accented">– Jill Ruckelshaus</h3>
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1066<p>National Women's Political Caucus 1977 California Convention</p>
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1081<div class="member-item has-thumb show-3-up">
1082
1083<a href="#" class="open-overlay">
1084
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1086<figure class="thumbnail">
1087<img src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/MsYsMFcGUt/cropped/photo_Scott-Gill_Synergy_suit_w-border.jpg" alt="Scott Gill, MBA, IACCP® Photo">
1088
1089
1090<div class="overlay">
1091<span class="read-bio">Read Bio</span>
1092</div>
1093
1094</figure>
1095
1096
1097<header class="member-header">
1098<h3>Scott Gill, MBA, IACCP®</h3>
1099
1100<div class="member-title">Founder &amp; CEO | SRCS</div>
1101
1102</header>
1103
1104</a>
1105
1106
1107<div class="member-content overlay-content">
1108
1109<button class="close-overlay">Close</button>
1110
1111<div class="overlay-content-wrapper">
1112<div class="row bottom-xs"><span class="delete-row"></span>
1113<div class="col-xs-12 col-sm-5 "><img src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/w0e20KWewR/photo_Scott-Gill_Synergy_suit_w-border.jpg" style="display: block; vertical-align: top; text-align: center; width: 94%;"></div>
1114<div class="col-xs-12 col-sm-7">
1115
1116<h1>Scott Gill<span class="smallcaps">, MBA, IACCP<sup>®</sup></span></h1>
1117
1118<h3 class="accented">
1119Founder &amp; CEO | Synergy RIA Compliance Solutions</h3>
1120
1121<h4>
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1123</h4>
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1136<br>
1137</h3>
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1139
1140<a href="https://synergyriacompliance.com/Scott-Gill/" rel="noopener noreferrer" target="_blank">Scott Gill, MBA, IACCP<sup>®</sup></a> founded and is CEO of Synergy RIA Compliance Solutions, a strategic partner of Newground Social Investment. &nbsp;Scott is an experienced compliance consultant with a strong background in both RIA and broker-dealer compliance. &nbsp;He most recently served as Director of Compliance for XY Planning Network, where he pioneered the design and development of a suite of compliance services – as the firm experienced 8x growth from roughly 150 firms to over 1,200 firms in just 4 years.
1141
1142<p></p>
1143
1144<p dir="ltr">Scott began his financial services career in 2006 as a Registered Representative with E*Trade Financial in Alpharetta, GA. &nbsp;He has also worked with J.P. Morgan Private Banking in Chicago; with Wells Fargo Advisors in Chapel Hill, NC; and he served as Compliance Officer for Carolinas Investment Consulting in Charlotte, NC, a dually-registered RIA and Broker Dealer firm that managed approximately $1 billion in assets under management. &nbsp;He is a graduate of The University of North Carolina at Chapel Hill and formerly held FINRA Series 7, 63, 65, 24, 4, and 53 Licenses.</p>
1145
1146<p>Scott lives in Charlotte, NC with his wife Meredith, their two sons Tyson and Jackson, and daughter Eva. &nbsp;In his free time, Scott enjoys watching sports, exercising, and operating the charitable organization he created upon his father’s passing.&nbsp;</p>
1147<hr>
1148
1149<p>
1150<a href="https://synergyriacompliance.com/" rel="noopener noreferrer" target="_blank"><strong>Synergy RIA Compliance Solutions</strong></a> is a strategic partner that supports Newground clients &amp; operations.&nbsp;</p>
1151</div>
1152</div>
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1155</div>
1156
1157<div class="member-item has-thumb show-3-up">
1158
1159<a href="#" class="open-overlay">
1160
1161
1162<figure class="thumbnail">
1163<img src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/EsSV1K1HL2/cropped/photo_Lois-Mintzer_Headshot_retouched_20210805_2000x1996.jpg" alt="Lois Mintzer  Photo">
1164
1165
1166<div class="overlay">
1167<span class="read-bio">Read Bio</span>
1168</div>
1169
1170</figure>
1171
1172
1173<header class="member-header">
1174<h3>Lois Mintzer </h3>
1175
1176<div class="member-title">
1176Client Service Associate | NSI</div>
1177
1178</header>
1179
1180</a>
1181
1182
1183<div class="member-content overlay-content">
1184
1185<button class="close-overlay">Close</button>
1186
1187<div class="overlay-content-wrapper">
1188<div class="row bottom-xs"><span class="delete-row"></span>
1189<div class="col-xs-12 col-sm-5 ">
1190
1191
1192<img src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/z6KoFlW3MGO/photo_Lois-Mintzer_Headshot_retouched_20210805_2000x1996.jpg" style="display: block; vertical-align: top; margin: 5px auto; text-align: center;">
1193
1194</div>
1195<div class="col-xs-12 col-sm-7"><h1>Lois Mintzer</h1>
1196
1197<h3 class="accented">Client Service Associate | NSI</h3>
1198
1199<p class="nobotmargin topmarginaccented">
1200<br>
1201</p></div></div><p dir="ltr">
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1205<br>
1206</p><p>With an academic background in sculpture, Japanese, and Experimental Media Studies – &nbsp;paired with managerial experience and teaching martial arts – 
1207Lois brings both creative flair and humble tenacity to her work at Newground, where she specializes in client service and operational systems.&nbsp;</p><p>Lois was an early employee at <em>Beecher's Handmade Cheese</em> where she opened and managed the busy SeaTac airport location, and her artisanal&nbsp;food experience also includes stints with <em>PCC Community Markets</em> and <em>Stocked General</em>, all of which amplified her skills in leadership, process management, customer service, and organizational procedure.&nbsp;</p><p>In her free time Lois enjoys dog sitting, martial arts, the outdoors, and volunteering.&nbsp;</p><p><br></p>
1208</div>
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1214<div class="member-item has-thumb show-3-up">
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1219<figure class="thumbnail">
1220<img src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/SK-lHxyo0zE/image-4-1.jpg" alt="Leif Utne Photo">
1221
1222
1223<div class="overlay">
1224<span class="read-bio">Read Bio</span>
1225</div>
1226
1227</figure>
1228
1229
1230<header class="member-header">
1231<h3>Leif Utne</h3>
1232
1233<div class="member-title">Communications | for NSI</div>
1234
1235</header>
1236
1237</a>
1238
1239
1240<div class="member-content overlay-content">
1241
1242<button class="close-overlay">Close</button>
1243
1244<div class="overlay-content-wrapper">
1245<div class="row bottom-xs"><span class="delete-row"></span>
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1247
1248
1249<img src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/CVHJZudUOHS/image-4-1.jpg" style="display: block; vertical-align: top; text-align: center; width: 94%;">
1250
1251</div>
1252<div class="col-xs-12 col-sm-7">
1253
1254<h1>Leif Utne</h1>
1255
1256<h3 class="accented">Communications | for NSI</h3><p class="nobotmargin topmarginaccented"><a class="social-link" href="https://twitter.com/leifutne" rel="noopener noreferrer" target="_blank">
1257<svg class="icon">
1258		</svg></a><br>
1259</p>
1260</div></div>
1261
1262<p dir="ltr">
1263</p><hr class="full">
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1265<h3 dir="ltr">
1266<br>
1267</h3>
1268
1269<p>A longtime friend and admirer of Newground, Leif joined our team in 2018 to help more effectively share our story with the world. Leif is a master storyteller with over two decades of experience as a journalist and marketing professional. He manages all aspects of our marketing and communications strategy – from writing tweets, blog posts, and white papers, producing videos and podcasts, to PR and media outreach – in service of managing Newground's brand and reputation with clients, prospects, and industry colleagues.</p><p>Leif has led marketing and sales for a variety of software and media startups and spent eight years as online editor at <a href="http://utne.com/" rel="noopener noreferrer" target="_blank">Utne Reader</a> magazine. By moonlight, Leif can be found playing music, rock climbing, facilitating conferences, or driving his son to soccer. He lives on Bainbridge Island, Washington. His super power: jazz flute.</p><p><br></p><p></p>
1270</div>
1271</div>
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1276<div class="member-item has-thumb show-3-up">
1277
1278<a href="#" class="open-overlay">
1279
1280
1281<figure class="thumbnail">
1282<img src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/HUty569ztH/photo_Mary-Garrity_Whitebalance-Edit_20201122.jpg" alt="Mary Garrity Photo">
1283
1284
1285<div class="overlay">
1286<span class="read-bio">Read Bio</span>
1287</div>
1288
1289</figure>
1290
1291
1292<header class="member-header">
1293<h3>Mary Garrity</h3>
1294
1295<div class="member-title">Executive Assistant | for NSI</div>
1296
1297</header>
1298
1299</a>
1300
1301
1302<div class="member-content overlay-content">
1303
1304<button class="close-overlay">Close</button>
1305
1306<div class="overlay-content-wrapper">
1307<div class="row bottom-xs"><span class="delete-row"></span>
1308<div class="col-xs-12 col-sm-5 ">
1309
1310
1311<img src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/eKxEz6blmW/photo_Mary-Garrity_Whitebalance-Edit_20201122.jpg" style="display: block; vertical-align: top; margin: 5px auto; text-align: center;">
1312
1313</div>
1314<div class="col-xs-12 col-sm-7"><h1>Mary Garrity</h1>
1315
1316<h3 class="accented">Executive Assistant | for NSI</h3><p class="nobotmargin topmarginaccented">
1317<br>
1318</p></div></div><p dir="ltr">
1319
1320</p><hr><p dir="ltr"><br>
1321</p><p>Mary’s experience encompasses 35 years of administrative and office assistance supporting C-level executives across various fields – wealth management, medicine, development &amp; sales, and entrepreneurs. She works well in fast-paced environments, is intuitive, level-headed, detail-oriented, resourceful, and dependable – and a valuable member of the growing Newground Team!</p><h3 class="accented">Volunteer highlights:<br><br></h3><ul><li>Developed and facilitated a school-wide anti-bullying program which gained both media &amp; community attention and corporate sponsorship from Target; led team of 50 event volunteers.<br><br></li><li>As PTA president, oversaw $60K annual budget and led 20 plus committee chairpersons and officers. Served as school community liaison to help successfully pass a $60M bond referendum.</li></ul><h3 dir="ltr"><br>
1322</h3><p>
1323<br>
1324</p><p>
1325<br>
1326</p><p>
1327<br>
1328</p>
1329</div>
1330</div>
1331
1332
1333</div>
1334
1335<div class="member-item has-thumb show-3-up">
1336
1337<a href="#" class="open-overlay">
1338
1339
1340<figure class="thumbnail">
1341<img src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/emHw8rK8F8p/image-3-1.jpg" alt="Bruce Herbert, AIF® Photo">
1342
1343
1344<div class="overlay">
1345<span class="read-bio">Read Bio</span>
1346</div>
1347
1348</figure>
1349
1350
1351<header class="member-header">
1352<h3>Bruce Herbert, AIF®</h3>
1353
1354<div class="member-title">Founder &amp; Chief Executive | NSI</div>
1355
1356</header>
1357
1358</a>
1359
1360
1361<div class="member-content overlay-content">
1362
1363<button class="close-overlay">Close</button>
1364
1365<div class="overlay-content-wrapper">
1366<div class="row bottom-xs"><span class="delete-row"></span>
1367<div class="col-xs-12 col-sm-5 "><img src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/cj1ZuIdc64e/image-3-1.jpg" style="display: block; vertical-align: top; text-align: center; width: 94%;"></div>
1368<div class="col-xs-12 col-sm-7">
1369
1370<h1>Bruce Herbert, AIF<sup>®</sup></h1>
1371
1372<h3 class="accented">Founder &amp; Chief Executive | NSI</h3>
1373
1374<h4>
1375<br>
1376</h4>
1377
1378<p class="nobotmargin topmarginaccented"><a class="social-link" href="https://www.linkedin.com/in/bruce-herbert/" target="_blank">&nbsp;<svg class="icon">&nbsp;					<use xlink:href="#icon-linkedin"></use> 				</svg>&nbsp;</a>
1379<a class="social-link" href="https://www.facebook.com/newground.social.investment/" rel="noopener noreferrer" target="_blank">&nbsp;<svg class="icon">&nbsp;					<use xlink:href="#icon-facebook"></use> 				</svg>&nbsp;</a>&nbsp; &nbsp;&nbsp;
1380<a href="https://bsky.app/profile/newgroundsri.bsky.social" rel="noopener noreferrer" target="_blank"><img class="bsky" src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/3o4w8s2yRRt/40a3b8.png" style="width: 32px; display: inline-block; vertical-align: bottom; margin-right: 0px; margin-left: 0px; max-width: calc(100% + 0px); text-align: center; opacity: 1;"></a>
1381<br>
1382</p>
1383</div>
1384</div>
1385
1386<p dir="ltr">
1387</p>
1388<hr class="full">
1389
1390<h3 dir="ltr">
1391<br>
1392</h3>
1393
1394<p>Since 1986, when the roots of Newground first started to grow, Bruce has focused exclusively on SRI and ESG impact investing. Bruce began his career in 1984 with Merrill Lynch, training on Wall Street. But shortly after, he realized that whenever money moves it has an impact – and without tremendous forethought those impacts can be quite negative. &nbsp;</p>
1395
1396<p>He founded Newground to change this – to serve clients’ long-term financial needs while harnessing the power of business for good.&nbsp;</p>
1397
1398<p dir="ltr">Bruce grew up on a Virginia farm that’s known five generations of his family. Some of his strongest memories involve gatherings on the old stone porch as dusk deepened into night, where the family would sing songs, share stories, and recite poetry for hours – till only voices emerged through the dark to ignite his boyhood thoughts with their vivid imagery. &nbsp;</p>
1399
1400<p dir="ltr">From this sprang a love of history and a sense of caretaking – a dedication to tend and conserve all that’s good for both present use and future benef
1400it. This informs Bruce’s thinking about what the true purpose of business should be – a servant, not to money itself but to people, nature, and the common good – and it led him to create the client-centric, future-focused firm that Newground is today.</p>
1401
1402<h3 dir="ltr">
1403<br>
1404</h3>
1405<div class="accordion"><a class="toggle-accordion hero" href="#">Professional Experience ↓</a>
1406<div class="accordion-content">
1407
1408<p class="is-m0"><strong>Newground Social Investment</strong></p>
1409
1410<p class="is-m0">Seattle, WA – Founder, Chief Executive. 1994-present.</p>
1411
1412<p class="is-m0">Registered Investment Advisor: Comprehensive, values-aligned money management and financial planning for individuals and institutions.&nbsp;</p>
1413
1414<p class="is-m0">
1415<br>
1416</p>
1417
1418<p class="is-m0"><strong>Investor Voice</strong></p>
1419
1420<p class="is-m0">Seattle, WA – Founder, Chief Executive. 2008-present.</p>
1421
1422<p class="is-m0">Shareholder engagement and analytic services for institutional investors, public funds, and others.</p>
1423
1424<p class="is-m0">
1425<br>
1426</p>
1427
1428<p class="is-m0"><strong>Interfaith Center on Corporate Responsibility (ICCR)</strong></p>
1429
1430<p class="is-m0">New York, NY – Board of Governors. 1994-1998. Energy &amp; Environment Steering Committee 1994-2001.</p>
1431
1432<p class="is-m0">Developed Pulp &amp; Paper Chlorine-Free Campaign, the Okefenokee Campaign, Pure Profit Initiative.</p>
1433
1434<p class="is-m0">
1435<br>
1436</p>
1437
1438<p class="is-m0"><strong>Northwest Coalition for Responsible Investment (NWCRI)</strong></p>
1439
1440<p class="is-m0">Seattle, WA – Co-founder, first Director. 1994-1998.</p>
1441
1442<p class="is-m0">Management change strategies, dialogue &amp; shareholder resolutions on corporate accountability issues.</p>
1443
1444<p class="is-m0">
1445<br>
1446</p>
1447
1448<p class="is-m0"><strong>Progressive Securities Financial Services</strong></p>
1449
1450<p class="is-m0">Portland, OR – Vice-President Managed Accounts. 1990-1994.</p>
1451
1452<p class="is-m0">Founded &amp; directed Washington operations, and led firm in transition from brokerage to fee-only orientation; Executive Committee; Investment Policy Committee.</p>
1453
1454<p class="is-m0">
1455<br>
1456</p>
1457
1458<p class="is-m0"><strong>Merrill Lynch, Pierce, Fenner &amp; Smith</strong></p>
1459
1460<p class="is-m0">Columbia, SC and Seattle, WA – Financial Consultant. 1984-1990.</p>
1461
1462<p class="is-m0">Money management and financial planning for individual and institutional clients. In 1987 led firm in new business development (top 3% of Financial Consultants nationally).</p>
1463</div>
1464</div>
1465<div class="accordion">
1466<a class="toggle-accordion hero" href="#"></a>
1467</div>
1468<div class="accordion">
1469<br>
1470</div>
1471<div class="accordion"><a class="toggle-accordion hero" href="#">Education &amp; Recognitions ↓</a>
1472<div class="accordion-content">
1473
1474<p class="is-m0"><strong>Continuing Education (CE)</strong></p>
1475
1476<p class="is-m0"><u>Accredited Investment Fiduciary</u> (AIF) designation: annual educational requirements, 2003-present.</p>
1477
1478<p class="is-m0"><u>Powers of Leadership</u> (POL) training: annual educational retreat, 2009-present.</p>
1479
1480<p class="is-m0"><u>The SRI Conference</u>: annual 4-day event where many sessions qualify for Certified Financial Planner CE credit, 2000-present.</p>
1481
1482<p class="is-m0">
1483<br>
1484</p>
1485
1486<p class="is-m0"><strong>Center for Fiduciary Studies</strong></p>
1487
1488<p class="is-m0">Pennsylvania – Earned Accredited Investment Fiduciary (AIF®) designation in October 2003.</p>
1489
1490<p class="is-m0">
1491<br>
1492</p>
1493
1494<p class="is-m0"><strong>Powers of Leadership (POL)</strong></p>
1495
1496<p class="is-m0">Whidbey Island, WA – Year-long leadership retreat cycle focused on Service and the Common Good, hosted by the Whidbey Institute. 2007-2008 cohort, 2008-2009 cohort, annual continuing education retreats. (POL was created by Sharon Parks and Larry Daloz, currently Senior Fellows of the Whidbey Institute, in collaboration with the work of Ronald Heifetz of Harvard's John F. Kennedy School of Government.)</p>
1497
1498<p class="is-m0">
1499<br>
1500</p>
1501
1502<p class="is-m0"><strong>Seattle's Top Wealth Managers</strong></p>
1503
1504<p class="is-m0">Seattle, WA – Independent consumer survey conducted by Seattle Magazine. Multiple years, five+.</p>
1505
1506<p class="is-m0">
1507<br>
1508</p>
1509
1510<p class="is-m0"><strong>Rising Star Award</strong></p>
1511
1512<p class="is-m0"><em>SRI in the Rockies</em>** – "For achievement in Socially Responsible Investing" 2004. ** Now <em>The SRI Conference</em>, the industry’s major annual convocation.</p>
1513
1514<p class="is-m0">
1515<br>
1516</p>
1517
1518<p class="is-m0"><strong>Landmark Education</strong></p>
1519
1520<p class="is-m0">Seattle, WA – <em>Landmark Forum</em> 2003; <em>Advanced Course</em> 2004; <em>Self Expression and Leadership Program</em> (SELP) 2004; <em>Communication, Power to Create</em> 2004; and <em>Communication, Access to Power</em> 2005.</p>
1521
1522<p class="is-m0">
1523<br>
1524</p>
1525
1526<p class="is-m0"><strong>Mayor's Small Business Award</strong></p>
1527
1528<p class="is-m0">Seattle, WA – Nominated for the City of Seattle's 17th Annual Mayor's Small Business Awards. 2000.</p>
1529
1530<p class="is-m0">
1531<br>
1532</p>
1533
1534<p class="is-m0"><strong>College for Financial Planning</strong></p>
1535
1536<p class="is-m0">Colorado – Completed Levels I, II, III (of VI) of Certified Financial Planner (CFP) designation. 1989-1991 (designation not completed).</p>
1537
1538<p class="is-m0">
1539<br>
1540</p>
1541
1542<p class="is-m0"><strong>NASD / FINRA Accreditations</strong></p>
1543
1544<p class="is-m0">Passed qualifying exams for the Uniform Investment Advisor (Series 65); General Securities Principal (Series 24); General Securities Representative (Series 7); and Uniform Securities Agent (Series 63).</p>
1545
1546<p class="is-m0">
1547<br>
1548</p>
1549
1550<p class="is-m0"><strong>Merrill Lynch, Pierce, Fenner &amp; Smith</strong></p>
1551
1552<p class="is-m0">Princeton, NJ – Advanced Portfolio Management Institute. 1988.</p>
1553
1554<p class="is-m0">
1555<br>
1556</p>
1557
1558<p class="is-m0"><strong>University of South Carolina School of Law</strong></p>
1559
1560<p class="is-m0">Columbia, SC – Estate and Gift Tax Planning. 1987-1988.</p>
1561
1562<p class="is-m0">
1563<br>
1564</p>
1565
1566<p class="is-m0"><strong>Wharton School of Business</strong>**</p>
1567
1568<p class="is-m0">Pennsylvania – Qualified Retirement Plans &amp; Key Executive Arrangements. 1985-1986. ** Through the University of South Carolina Daniel School of Management.</p>
1569
1570<p class="is-m0">
1571<br>
1572</p>
1573
1574<p class="is-m0"><strong>Humanitarian Award</strong> from the <strong>Migration and Refugee Services Office</strong> of the United States Conference of Catholic Bishops. Seattle, WA – "In gratitude [for]...selfless dedication in assisting and caring for refugees." 1985.</p>
1575
1576<p class="is-m0">
1577<br>
1578</p>
1579
1580<p class="is-m0"><strong>University of Dublin, Trinity College</strong></p>
1581
1582<p class="is-m0">Dublin, Ireland – Post-graduate non-degree studies in Philosophy and Environmental Law. 1980-1981. Played Field Hockey and Cricket; Trinity College Climbing Club, made 1st-ascents of rock climbing routes in Ireland and Spain (one ranked at the time among the ten most difficult routes globally).</p>
1583
1584<p class="is-m0">
1585<br>
1586</p>
1587
1588<p class="is-m0"><strong>University of South Carolina</strong></p>
1589
1590<p class="is-m0">Columbia, SC – Earned Bachelor of Science (BS) degree in Biology, with Deans List Honors. 1978-1980.</p>
1591
1592<p class="is-m0">
1593<br>
1594</p>
1595
1596<p class="is-m0"><strong>College of William &amp; Mary</strong></p>
1597
1598<p class="is-m0">Williamsburg, VA – Undergraduate studies in Anthropology, Philosophy and English. 1975-1977. Worked at Colonial Williamsburg's King's Arms Tavern to help fund education. Selected in freshman year for the Men's Soccer team, NCAA Division I.</p>
1599
1600<p class="is-m0">
1601<br>
1602</p>
1603
1604<p class="is-m0"><strong>Episcopal High School</strong></p>
1605
1606<p class="is-m0">Alexandria, VA – Four-year college prep boarding school. 1971-1975. High List; Two-time Gold Medal winner in Declaiming (reciting from memory); Lettered in Varsity Soccer &amp; Varsity Track; Voted "Best Waiter" by student body.</p>
1607</div>
1608</div>
1609<div class="accordion">
1610<br>
1611</div>
1612<div class="accordion"><a class="toggle-accordion hero" href="#">Community &amp; Volunteering ↓ </a>
1613<div class="accordion-content">
1614
1615<p class="is-m0"><strong>The SRI Conference Scholarship </strong></p>
1616
1617<p class="is-m0">Boston, MA – Founding sponsor. 2014-present.</p>
1618
1619<p class="is-m0">A program of the Intentional Endowments Network, we fund full scholarships to The SRI Conference for a diverse group of qualified students and young professionals, to help ensure that the culture, commitment, and competence of the pioneer SRI movement is sustained into the next generation.</p>
1620
1621<p class="is-m0">
1622<br>
1623</p>
1624
1625<p class="is-m0"><strong>Rule 14a-8 Investor Working Group </strong></p>
1626
1627<p class="is-m0">Washington, DC. 2016-present.</p>
1628
1629<p class="is-m0">A national affiliation of institutional investors formed by the <em>Council of Institutional Investors</em> and the <em>AFL-CIO</em>, to provide an investor perspective on ways to improve the regulation of U.S. financial markets, specifically, to prevent evisceration of shareholder rights around filing ESG shareholder proposals. ESG = Environmental, Social &amp; Governance issues or criteria.</p>
1630
1631<p class="is-m0">
1632<br>
1633</p>
1634
1635<p class="is-m0"><strong>Shareholder Rights Group </strong></p>
1636
1637<p class="is-m0">Amherst, MA – Founding Member. 2016-present.</p>
1638
1639<p class="is-m0">A national association of investors formed to defend the right of shareowners to use shareholder engagement with public companies on ESG and sustainability issues.</p>
1640
1641<p class="is-m0">
1642<br>
1643</p>
1644
1645<p class="is-m0"><strong>The Forum for Sustainable and Responsible Investment, US|SIF</strong></p>
1646
1647<p class="is-m0">Washington, DC – Member, 1989-present; Northwest Board Member, 1989-1993; DC lobbying partner, multiple years.</p>
1648
1649<p class="is-m0">The leading voice advancing sustainable, responsible, and impact investing, whose mission is to rapidly shift investment practices toward sustainability and the generation of positive social and environmental outcomes.</p>
1650
1651<p class="is-m0">
1652<br>
1653</p>
1654
1655<p class="is-m0"><strong>
1655Pacific Northwest Resilience Challenge</strong></p>
1656
1657<p class="is-m0">Seattle, WA – Planning Board. 2014-2017.</p>
1658
1659<p class="is-m0">A three-year leadership initiative designed to accelerate building a culture of resilience in the NW region.</p>
1660
1661<p class="is-m0">
1662<br>
1663</p>
1664
1665<p class="is-m0"><strong>Whidbey Institute at Chinook</strong></p>
1666
1667<p class="is-m0">Whidbey Island, WA – Board Member, 2006-2013; Major donor, 2017-present.</p>
1668
1669<p class="is-m0">The Institute nurtures the conditions for transformational learning, to grow the human capacity to respond generatively to the challenges of our time.</p>
1670
1671<p class="is-m0">
1672<br>
1673</p>
1674
1675<p class="is-m0"><strong>Washington Lawyers for Sustainability</strong></p>
1676
1677<p class="is-m0">Seattle, WA – Founding Advisory Board. 2010-2011.</p>
1678
1679<p class="is-m0">The WLS mission is to facilitate lawyers using their skills and influence to promote sustainability.</p>
1680
1681<p class="is-m0">
1682<br>
1683</p>
1684
1685<p class="is-m0"><strong>GreenFestival</strong></p>
1686
1687<p class="is-m0">Speaker: Washington, DC GreenFestival, 2008; and Seattle GreenFestival, 2008 &amp; 2009. Seattle Host Committee. 2007-2010.</p>
1688
1689<p class="is-m0">A non-profit joint project of <strong>Co-Op America</strong> (now <em>Green America</em>) and <strong>Global Exchange</strong>. The GreenFestival celebrates what's working in communities, and for people, businesses, and the environment.</p>
1690
1691<p class="is-m0">
1692<br>
1693</p>
1694
1695<p class="is-m0"><strong>Institute for Children's Environmental Health</strong></p>
1696
1697<p class="is-m0">Whidbey Island, WA – Board Member, Executive Committee. 2003-2009.</p>
1698
1699<p class="is-m0">A nonprofit educational organization working to ensure a healthy, just, and sustainable future for all children.</p>
1700
1701<p class="is-m0">
1702<br>
1703</p>
1704
1705<p class="is-m0"><strong>Seattle Good Business Network</strong>**</p>
1706
1707<p class="is-m0">Seattle, WA – Board Member, Treasurer 2003-2009. Advisory Board 2010-2012.</p>
1708
1709<p class="is-m0">SGBN is dedicated to connecting, educating and promoting King County businesses that build long-term economic viability through local ownership, economic justice, cultural diversity, and environmental stewardship. ** formerly BALLE/Seattle</p>
1710
1711<p class="is-m0">
1712<br>
1713</p>
1714
1715<p class="is-m0"><strong>Sierra Club</strong></p>
1716
1717<p class="is-m0">San Francisco, CA – Corporate Accountability Committee. 2004-2009.</p>
1718
1719<p class="is-m0">The CAC facilitates the Club's national response to corporate accountability in relation to the environment, communities, and public health.</p>
1720
1721<p class="is-m0">
1722<br>
1723</p>
1724
1725<p class="is-m0"><strong>Worldchanging.com</strong></p>
1726
1727<p class="is-m0">Seattle, WA – Seattle blogger team. 2007-2009.</p>
1728
1729<p class="is-m0">
1730<br>
1731</p>
1732
1733<p class="is-m0"><strong>Seattle Greendrinks</strong></p>
1734
1735<p class="is-m0">Seattle, WA – Founding Advisory Board. 2006-2007.</p>
1736
1737<p class="is-m0">Building a powerful web across Seattle's environmental community.</p>
1738
1739<p class="is-m0">
1740<br>
1741</p>
1742
1743<p class="is-m0"><strong>Alliance to Defend the Alien Tort Claims Act (ATCA)</strong></p>
1744
1745<p class="is-m0">Washington, DC – Founding member, Steering Committee. 2003-2009.</p>
1746
1747<p class="is-m0">
1748<br>
1749</p>
1750
1751<p class="is-m0"><strong>Network for Business Innovation &amp; Sustainability</strong></p>
1752
1753<p class="is-m0">Albers School of Business and Economics, Seattle University, Seattle, WA – Founding Board Member. 2003-2008.</p>
1754
1755<p class="is-m0">NBIS is dedicated to helping businesses and organizations discover and implement sustainable practices that increase revenues, enhance reputation, and reduce risk.</p>
1756
1757<p class="is-m0">
1758<br>
1759</p>
1760
1761<p class="is-m0"><strong>Bainbridge Graduate Institute</strong>**</p>
1762
1763<p class="is-m0">Bainbridge Island, WA – Friends of BGI. 2005-2007.</p>
1764
1765<p class="is-m0">BGI's pioneering MBA and Certificate programs prepare diverse leaders to build enterprises that are economically successful, socially responsible, and environmentally sustainable. ** then Pinchot University, now Presidio Graduate School.</p>
1766
1767<p class="is-m0">
1768<br>
1769</p>
1770
1771<p class="is-m0"><strong>Freedom From Fear Campaign</strong></p>
1772
1773<p class="is-m0">Seattle, WA – Founding Organizer. 2007-2008.</p>
1774
1775<p class="is-m0">The Campaign highlighted and sought to turn back the loss of constitutional rights and civil liberties occurring in the United States from 2001-2008.</p>
1776
1777<p class="is-m0">
1778<br>
1779</p>
1780
1781<p class="is-m0"><strong>Environment2004</strong></p>
1782
1783<p class="is-m0">Washington, DC – Originator, and Seattle Host Committee of Columbia Tower Club fundraising gala for the 2004 John Kerry presidential bid.</p>
1784
1785<p class="is-m0">
1786<br>
1787</p>
1788
1789<p class="is-m0"><strong>Americans for a Fair Estate Tax</strong></p>
1790
1791<p class="is-m0">Boston, MA – Lobbying in Washington, DC to preserve the estate tax. March 2004.</p>
1792
1793<p class="is-m0">Delegation led by Bill Gates, Sr. and Paul Volcker (respectively: Co-Chair of the Bill &amp; Melinda Gates Foundation, former Chairman of the Federal Reserve).</p>
1794
1795<p class="is-m0">
1796<br>
1797</p>
1798
1799<p class="is-m0"><strong>Business Alliance for Local Living Economies (BALLE)</strong></p>
1800
1801<p class="is-m0">Seattle, WA – Leadership Council, Treasurer. 2003-2010.</p>
1802
1803<p class="is-m0">
1804<br>
1805</p>
1806
1807<p class="is-m0"><strong>Seattle Thunder</strong></p>
1808
1809<p class="is-m0">Seattle, WA – Steering Committee, 2003-2008.</p>
1810
1811<p class="is-m0">Presenter with Tom Hayden at 2002 Rolling Thunder event.</p>
1812
1813<p class="is-m0">
1814<br>
1815</p>
1816
1817<p class="is-m0"><strong>Conversation Cafés</strong></p>
1818
1819<p class="is-m0">Seattle, WA – Host, Organizing participant. 2002-2007.</p>
1820
1821<p class="is-m0">
1822<br>
1823</p>
1824
1825<p class="is-m0"><strong>Washington Council on International Trade</strong></p>
1826
1827<p class="is-m0">Seattle, WA – Member, Corporate Social Responsibility Roundtable, 2002-2003.</p>
1828
1829<p class="is-m0">
1830<br>
1831</p>
1832
1833<p class="is-m0"><strong><em>Your Money or Your Life</em></strong></p>
1834
1835<p class="is-m0">By Vicki Robin &amp; Joe Dominguez (founders of The New Roadmap Foundation). Seattle, WA – Invited by author to re-write Chapter 9 (the investment chapter) of this celebrated and best-selling work. 2001.</p>
1836
1837<p class="is-m0">
1838<br>
1839</p>
1840
1841<p class="is-m0"><strong>Museum of Flight</strong></p>
1842
1843<p class="is-m0">Seattle, WA – Head of Public Programs, 2002; Development Committee, 2001-2003.</p>
1844
1845<p class="is-m0">
1846<br>
1847</p>
1848
1849<p class="is-m0"><strong>Pike Place Market Historical Commission</strong></p>
1850
1851<p class="is-m0">Seattle, WA – Commissioner (Mayoral appointment) 2000-2006; Executive Committee, 2001-2003.</p>
1852
1853<p class="is-m0">
1854<br>
1855</p>
1856
1857<p class="is-m0"><strong>Social Justice Fund Northwest</strong>**</p>
1858
1859<p class="is-m0">Seattle, WA – Endowment Committee, 1991-1992;
1859 Finance Committee, 2000-2009. ** formerly <em>A Territory Resource Foundation</em> (ATR)</p>
1860
1861<p class="is-m0">
1862<br>
1863</p>
1864
1865<p class="is-m0"><strong>Civil Air Patrol</strong></p>
1866
1867<p class="is-m0">Seattle, WA – Air search &amp; rescue Observer, and Mission Pilot trainee. 1999-2001.</p>
1868
1869<p class="is-m0">
1870<br>
1871</p>
1872
1873<p class="is-m0"><strong>United for a Fair Economy</strong></p>
1874
1875<p class="is-m0">Boston, MA – Trainer on economic justice issues leading up to the WTO. 1998-2000.</p>
1876
1877<p class="is-m0">
1878<br>
1879</p>
1880
1881<p class="is-m0"><strong>Irish Parades Emergency Committee</strong></p>
1882
1883<p class="is-m0">New York, NY – Human Rights Observer in Northern Ireland. Summer 1998, the year the Good Friday Peace Accord was signed.</p>
1884
1885<p class="is-m0">
1886<br>
1887</p>
1888
1889<p class="is-m0"><strong>Interfaith Center on Corporate Responsibility (ICCR)</strong></p>
1890
1891<p class="is-m0">New York, NY – Board of Governors. 1994-1998. Energy &amp; Environment Steering Committee 1994-2001.</p>
1892
1893<p class="is-m0">Developed Pulp &amp; Paper Chlorine-Free Campaign, the Okefenokee Campaign, and the Pure Profit Initiative.</p>
1894
1895<p class="is-m0">
1896<br>
1897</p>
1898
1899<p class="is-m0"><strong>Seattle Public Theater</strong></p>
1900
1901<p class="is-m0">Seattle, WA – Board Member. 1992-1995.</p>
1902
1903<p class="is-m0">
1904<br>
1905</p>
1906
1907<p class="is-m0"><strong>Cascadia Quest</strong></p>
1908
1909<p class="is-m0">Seattle, WA – Co-Founder, Board Secretary. 1992-1994.</p>
1910
1911<p class="is-m0">
1912<br>
1913</p>
1914
1915<p class="is-m0"><strong>Edward E. Carlson Leadership &amp; Public Service Center</strong></p>
1916
1917<p class="is-m0">University of Washington, Seattle, WA – Co-Founder. 1992-1994.</p>
1918
1919<p class="is-m0">
1920<br>
1921</p>
1922
1923<p class="is-m0"><strong>Sustainable Seattle</strong></p>
1924
1925<p class="is-m0">Seattle, WA – Trustee. 1991-1995.</p>
1926
1927<p class="is-m0">
1928<br>
1929</p>
1930
1931<p class="is-m0"><strong>Northwest AIDS Foundation</strong></p>
1932
1933<p class="is-m0">Seattle, WA – Volunteer. 1991-1994.</p>
1934
1935<p class="is-m0">
1936<br>
1937</p>
1938
1939<p class="is-m0"><strong>Cascadia Revolving Fund</strong></p>
1940
1941<p class="is-m0">Seattle, WA – Investor Services Committee. 1991-1993.</p>
1942
1943<p class="is-m0">
1944<br>
1945</p>
1946
1947<p class="is-m0"><strong>St. Mark's Cathedral, Ecology/Spirituality Group</strong>**</p>
1948
1949<p class="is-m0">Seattle, WA – Steering Committee. 1989-1993. ** later evolved into the organization <em>Earth Ministry</em>.</p>
1950
1951<p class="is-m0">
1952<br>
1953</p>
1954
1955<p class="is-m0"><strong>Migration &amp; Refugee Services</strong></p>
1956
1957<p class="is-m0">Seattle, WA – Teacher, English as a Second Language (ESL). 1983-1984.</p>
1958
1959<p class="is-m0">
1960<br>
1961</p>
1962
1963<p class="is-m0"><strong>University of Puget Sound Pacific Rim Program</strong></p>
1964
1965<p class="is-m0">Tacoma, WA – Cultural &amp; Academic Studies in Thailand, Sri Lanka, Nepal, India, Pakistan. 1982-1983.</p>
1966
1967<p class="is-m0">
1968<br>
1969</p>
1970
1971<p class="is-m0"><strong>Washington Environmental Council</strong></p>
1972
1973<p class="is-m0">Seattle, WA – Volunteer Writer. 1981-1983.</p>
1974</div>
1975</div>
1976
1977<p>
1978<br>
1979</p>
1980
1981<p></p>
1982</div>
1983</div>
1984
1985
1986</div>
1987
1988</div>
1989</section>
1990
1991</div>
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2030
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2084<p>
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2086
2087
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2093<br>
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2095
2096<h2 dir="ltr">partnerships &amp; affiliations</h2>
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2100
2101<h2><img class="whitelogo" src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/yEpvjxmVtA4/logo.png" style="width: 352px; display: block; vertical-align: top; height: 83.9544px;"></h2>
2102
2103<p style="text-align: center;">
2104<br>The Forum for Sustainable and Responsible Investment</p>
2105</div>
2106<div class="col-xs-12 col-sm-3 right  mdpadding" style="text-align: center;"><img src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/g-heR9GOUs0/2017-social-iccr-logo.jpg" alt="Image result for interfaith center on corporate responsibility (iccr)" class="bw" style="width: 90px; height: 80px;">
2107<br>Interfaith Center on Corporate Responsibility | ICCR</div>
2108<div class="col-xs-12 col-sm-3 right mdpadding">
2109
2110<h2><img src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/STBtKYJuSeu/Si2_logo-1.jpg" style="width: 50px; display: block; vertical-align: top; height: 131px;" class="bw"></h2>
2111
2112<p style="text-align: center;">
2113<br>Sustainable Investments Institute | Si2</p>
2114</div>
2115<div class="col-xs-12 col-sm-3 mdpadding"><img src="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/KWviiAAcp9M/fi360-toolkit.png" style="display: block; vertical-align: top; width: 140px; height: 156px;" class="bw">
2116
2117<p style="text-align: center;">
2118<br>Fi360</p>
2119</div></div>
2120
2121<p>
2122<br>
2123</p>
2124
2125<p class="disclaimer" dir="ltr">Newground Social Investment, SPC is a Registered Investment Advisor registered with the SEC (U.S. Securities and Exchange Commission). Newground serves clients nationwide, and we would be pleased to discu
2125ss your investment objectives and wealth planning needs.</p>
2126
2127<p class="disclaimer" dir="ltr">© 1994-2026 Newground Social Investment. All Rights Reserved.&nbsp;</p>
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2129<p class="disclaimer" dir="ltr"><a href="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/iEM2juOnz_8V/ADV_Part-2A2B_NSI_ver-26-3-03_20260327.pdf" rel="noopener noreferrer" target="_blank">Form ADV</a>&nbsp; |&nbsp;&nbsp;<a href="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/0MZ__jiHYnF6/ADV_Part-3-CRS_NSI_ver-26203_FINAL_20260326.pdf" rel="noopener noreferrer" target="_blank">Form CRS</a>&nbsp; | &nbsp;<a href="https://static.twentyoverten.com/5bfc4ebe4f558976a90e6e2c/IQAQma1q0CfC/Privacy-Notice_ver-p26203_20260327.pdf" rel="noopener noreferrer" target="_blank">Privacy Notice</a></p>
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2140<img src="data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 30 30'%3E%3Cpath d='M15,1.75A13.25,13.25,0,1,1,1.75,15,13.27,13.27,0,0,1,15,1.75M15,0A15,15,0,1,0,30,15,15,15,0,0,0,15,0h0Z' fill='%2340a3b8'/%3E%3Cpath d='M13.13,6.39a0.6,0.6,0,0,1,.57-0.63h0.72a0.6,0.6,0,0,1,.64.63V9h1a0.6,0.6,0,0,1,.64.63V10a0.61,0.61,0,0,1-.56.65H15.06v6.73c0,0.82.21,1.06,0.93,1.06h0.47a0.6,0.6,0,0,1,.64.63v0.4a0.61,0.61,0,0,1-.57.64h-0.6c-2,0-2.85-.82-2.85-2.73v-11h0Z' fill='%2340a3b8'/%3E%3Cpath d='M17.38,23.6a0.64,0.64,0,0,1-.64.63H13.28a0.64,0.64,0,0,1-.64-0.63V23.05a0.64,0.64,0,0,1,.64-0.59h3.44a0.64,0.64,0,0,1,.64.63V23.6Z' fill='%2340a3b8'/%3E%3C/svg%3E" alt="Financial Advisor Websites by Twenty Over Ten">
2141
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2155window.appUrl = 'https://app.twentyoverten.com';
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vendor: 2 bytes, line 2255
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vendor: 2 bytes, line 2269
2269
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2271//Scroll To Top
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vendor: 66 bytes, lines 2289-2291
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vendor: 64 bytes, lines 2299-2300
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