Environmental, social and governance criteria, under the umbrella of corporate social responsibility, have grown from feel-good investing tactics to big business. In fact, the value of ESG funds totaled more than $2.5 trillion by the end of 2016. Socially responsible investment recommendations not only reach every corner of the world, but have even been linked to innovation and productivity in high performance organizations.
Join the NACD Philadelphia Chapter for an interactive panel on the benefits and challenges associated with prioritizing corporate social responsibility.
Jamie Rantanen is a Senior Vice President and Institutional Client Advisor with U.S. Trust, Bank of America Private Wealth Management, in Philadelphia. Jamie works closely with regional and national private, non-profit, and institutional clients to distill their financial needs and objectives, pursuing those priorities with efficiency across the U.S. Trust and Bank of America platforms.
Specifically experienced and deeply knowledgeable about Impact Investing, Jamie believes strongly in helping clients understand the “impact” of their investments relative to their values and concerns. He is also adept in incorporating Environmental, Social, and Governance (ESG) thematic investing within customized programs that identify risk and return opportunities across asset classes, as well as social and environmental impacts and outcomes.
Jamie has extensive experience consulting to entrepreneurs, high net worth clients and family offices, endowments and foundations, non-profit organizations, and large institutions. Prior to joining U.S. Trust, he was Head of ESG and Sustainable Investments at Deutsche Bank Asset Management, Americas. In this capacity, he led the development and implementation of the firm’s ESG and strategic Sustainable Investing initiatives in the United States and served as its primary representative to clients, the marketplace, and media. For the prior 17 years, he led private wealth management teams at Deutsche Bank and UBS, both in Philadelphia. He began his wealth management career at in 1998 at Smith Barney after three years in its Institutional Equity division.
Jamie holds a B.A. in Political Science from Kenyon College, where he was a member of the lacrosse team, and is a graduate of the Haverford School. He lives in Haverford, Pennsylvania, with his wife Jackie and two sons, and is a former board member of the Wellness Community of Philadelphia and the Anglers Club of Philadelphia.
Vice President-Corporate Responsibility and Chief Sustainability Officer
Dave Stangis serves as Vice President-Corporate Responsibility and Chief Sustainability Officer for Campbell Soup Company. He reports to Campbell’s President and Chief Executive Officer.
Dave designs Campbell's corporate social responsibility (CSR) and sustainability strategies, goals, policies, and programs. He leads the Company’s strategies and external engagement related to CSR Strategy, Responsible Sourcing, Sustainable Agriculture, and Operational Sustainability. Working closely with other senior leaders, he advances Campbell's operational, communication and reputation strategies in these areas. He manages emerging issues as well as engagements with activists and ESG investors.
Dave has helped Campbell achieve its place on the Dow Jones Sustainability Indexes, the 100 Best Corporate Citizens List, the Most Reputable Company in the U.S, World’s Most Sustainable Corporations and recognition as one of the World's Most Ethical Companies.
Dave joined Campbell as Vice President-CSR and Sustainability in September 2008. In 2011, his role was expanded to include oversight of Community Affairs and the Campbell Soup Foundation. From 2011 to 2016, he led the Community Affairs Organization and served as President of the Campbell Soup Foundation.
Dave serves on the board of directors for Plum Organics, PBC and The Soulfull Project, PBC.
Since 2016, Dave has been an Entrepreneur in Residence and Senior Fellow in Social Innovation at Babson College. Previously, Dave worked for 12 years at Intel, where he created and led the corporate responsibility function.
In 2008 and 2013, Dave was named one of the 100 Most Influential People in Business Ethics by Ethisphere Magazine. Trust Across America named Dave one of the Top 100 Thought Leaders in Trustworthy Business Behavior for 4 years in a row. He serves/has served on the boards of Net Impact, Graham Sustainability Institute at the University of Michigan, The University of Detroit Mercy College of Business, Sustainable Brands, and the United Way of Greater Philadelphia and Southern New Jersey.
Dave earned his B.S. degree from the University of Detroit, his M.S. degree in occupational and environmental health from Wayne State University, and his M.B.A. degree from the University of Michigan. He is the co-author of two books about Strategic Corporate Citizenship (21st Century Corporate Citizenship, Emerald, 2017).
Jennifer Wong, CFA is a research analyst in the private investments team specializing in impact-related investments. She is responsible for evaluating and providing analysis on investment opportunities in global private markets for Glenmede clients.
Prior to joining Glenmede, Ms. Wong worked for the Clinton Health Access Initiative in Malawi and Liberia, where she supported and advised the Ministries of Health on health financing issues. Previously, Ms. Wong was in the investment banking division at Bank of America Merrill Lynch, where she focused on structuring debt issuances for public power and utility clients.
Ms. Wong received her Masters of Business Administration in multinational management from the Wharton School, University of Pennsylvania and a Bachelor of Arts in economics from the University of California, Berkeley and retains the Chartered Financial AnalystÂ® designation.
Ms. Wong is a member of the Private Equity Women Investor Network and named a Global Shaper by the World Economic Forum.Â Additionally, she serves on the Wharton Impact Investing Partners’ advisory board, the Women’s Advisory Committee for the CFA Society of Philadelphia, and the Executive Committee of One for the World, an organization focused on getting undergraduate and graduate students and alumni to donate 1% of their income to the world's most effective charities.