Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Accomplishments
Work Availability
Work Preference
Quote
Timeline
OperationsManager
Devin Taylor

Devin Taylor

Jersey City,NJ

Summary

Self-motivated investment professional with 10+ years of experience, enabling clients to achieve financial and sustainability goals while fostering growth and excellent client relationships.

Overview

17
17
years of professional experience
2
2

Certificates

Work History

Environmental, Social, and Governance Strategist

Harding Loevner LP
Bridgewater, NJ
06.2022 - 08.2024
  • Accountable for voluntary and regulatory reporting efforts including UK Stewardship Code, Task Force on Climate-related Financial Disclosures, Principles for Responsible Investment, and Sustainable Finance Disclosure Regulation.
  • Product development team member responsible for Harding Loevner's first two climate-related product launches in 2022, adapting core global and international equity strategies using the Institutional Investors Group on Climate Change's (IIGCC) Net Zero Investment Framework.
  • Successfully renewed UK Stewardship Code signatory application in 2023.
  • Leading ESG Working Group for ESG-related project management across departments, reporting to Executive Committee.
  • Partnering with data strategy and automation team to gain efficiency in reporting enablement, writing and facilitating layout with content and production team, and ensuring compliance with developing legal and regulatory requirements.

Director, Sustainable & Impact Investment Strategy

Bank of America Merrill Lynch
New York, NY
12.2018 - 06.2022
  • First hire onto sustainable investing business strategy team.
  • Frequent speaker at financial advisor training seminars.
  • ESG subject matter expert for the wealth management businesses of Merrill and Bank of America Private Bank, lead of cross functional working groups for impact reporting tools, portfolio construction guidance, and portfolio exclusionary screening capabilities.
  • Partnered with technology team on a multi-year project to design and develop a sustainability reporting user interface for wealth management clients.
  • Drove over 30% annual client balance growth in sustainable investing beginning in 2016 through contributions to thought leadership, product offerings, portfolio construction implementation guidance, and client service experience.
  • Managed a three-year partnership called the Total Impact Portfolio Challenge with University of Pennsylvania Wharton’s Social Impact Initiative and SOCAP, pairing 300 financial advisors as mentor coaches with 100 MBA student teams.

VP, Investment Strategist

U.S. Trust, Bank of America
New York, NY
09.2010 - 12.2018
  • Portfolio management analyst team lead for Merrill Lynch and U.S. Trust multi-asset class model portfolios.
  • Responsible for manager selection for U.S. Trust's first multi-asset ESG total portfolio offering, 2016.
  • Project lead of ESG and Impact Reporting Initiative, 2018.
  • Contributing author of “Portfolios with Impact: Making an Impact: Institutions, Investments Returns, and a Better World."
  • Facilitated account management for $800 million in trust and investment assets for high net worth families.
  • Served as emerging markets equities analyst on cross-functional team before transitioning to investment strategist role.

Relationship Manager and Trust Officer

Hudson Valley Bank
Yonkers, NY
08.2007 - 09.2010
  • Completed rotational assignments in two-year management training program. Promoted to officer position upon graduation.
  • Provided account management and trust administration support to a team of senior managers in Investment Management and Trust Department for portfolio of over 250 special needs trusts.

Education

Master of Business Administration - Finance

New York University, Stern School of Business
New York, NY
2013

Bachelor of Arts - Geography, Economics

Colgate University
Hamilton, NY
2007

Skills

  • Sustainability Reporting
  • Project Management
  • Competitive Strategy
  • Product Development
  • Verbal/written communication
  • Relationship building and management

Affiliations

  • 10-Time Marathoner, 2013 - Present
  • Achilles International, Volunteer Running Guide and Fundraiser, 2018 - Present
  • First Tee of Raritan Valley, Assistant Youth Golf Coach, 2023 - Present
  • CFA Society of New York, Sustainable Investing Group Member, 2022 - Present
  • New York University, Center for Sustainable Business, Alumni in Sustainability Network Member, 2024
  • Sustainable Jersey City, Certificate Program in Urban Sustainability, 2024

Certification

  • CFA Institute Certificate in ESG Investing, 2022
  • Fundamentals of Sustainability Accounting (FSA) Certificate Holder, 2021
  • Chartered Social, Responsible & Impact Investment Counselor (CSRIC) Certification, 2020
  • Chartered Financial Analyst Program (CFA), Passed Level I Exam, 2014

Accomplishments

  • First hire in two ESG-related roles at both Harding Loevner and Bank of America Merrill Lynch, demonstrating ability to operate amidst ambiguity, to manage change, and to establish new processes to support growth.
  • Served as chair of Harding Loevner's ESG Working Group.
  • Led multiple annual reporting cycles for the UK Stewardship Code, Principles for Responsible Investment, and the EU Sustainable Finance Disclosure Regulation.
  • Worked on the development of Merrill Lynch's first wealth management client-facing sustainability reporting interface.
  • Launched Bank of America Private Bank's first multi-asset ESG portfolio offering.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

Hybrid

Important To Me

Career advancementCompany CultureHealthcare benefitsPaid time off401k matchStock Options / Equity / Profit Sharing

Quote

To give anything less than your best is to sacrifice the gift.
Steve Prefontaine

Timeline

Environmental, Social, and Governance Strategist

Harding Loevner LP
06.2022 - 08.2024

Director, Sustainable & Impact Investment Strategy

Bank of America Merrill Lynch
12.2018 - 06.2022

VP, Investment Strategist

U.S. Trust, Bank of America
09.2010 - 12.2018

Relationship Manager and Trust Officer

Hudson Valley Bank
08.2007 - 09.2010

Master of Business Administration - Finance

New York University, Stern School of Business

Bachelor of Arts - Geography, Economics

Colgate University

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Devin Taylor