We help investors take a stance with their capital.

OUR MISSION: TO OUTPERFORM THE MARKET, INVEST IN GOOD COMPANIES

Stance Capital specializes in quantitative ESG (Environmental, Social, Governance) asset management and research. We are a Boston-based Registered Investment Advisor, and our clients are individuals, families, endowments, and institutions. We also build products for other investment firms under research and sub-advisory agreements.

We took a critical evaluation of the ESG industry and found three key flaws that we aim to solve:

Ethical Consistency: Aligning capital with client values is generally not being done in a thoughtful or consistent manner
Value for fees: Many PMs are NOT adequately active for the level of fees they generate
Risk Management: Risk efficiency is arguably a large source of out-performance that is not properly implemented

Given the rise of disclosure of ESG metrics we are able to take advantage of advances in big data, distributed cloud compute, machine learning and artificial intelligence to help our clients achieve their investment objectives. We have built a fully data-driven and systematic approach to Investing that gives quantifiable impact and performance metrics for our clients.

We started Stance Capital to dispel the notion that investing in companies that show strong performance on ESG indicators will lead to under-performance.

Since inception of our flagship strategy, we have demonstrated that investors can outperform after fees, with less risk and invest in companies they can be proud of holding.

Our Team

Bill Davis, Portfolio Manager

Mr. Davis founded Stance Capital to bring to market investment portfolios that mitigate material environmental, social, and governance risks and generate excess returns, while at the same time allowing investors to align their portfolios with their belief systems.

Kyle Balkissoon, Portfolio Manager

Mr. Balkissoon joined Stance to leverage and advance state of the art machine learning and analysis methods to help clients outperform while adhering to their values.

Jason Aronson, Chief Compliance Officer

Jason has served as CCO for Willow Partner Advisors, an SEC registered internet only advisor focused on referral-based business. Prior to Willow, Jason was at Empirical Asset Management, where he wrote large segments of and maintained the firm’s overall compliance program. Over the last 12 years, Jason has helped many advisory firms implement, test, and maintain policies and procedures as well as prepare for and participate in multiple SEC examinations. Additionally, Jason has extensive experience bringing firms into compliance with the Global Investments Performance Standards (GIPS), maintaining composites, and completing third party verifications.

Toby Heaps, Head of ESG Factor Assembly

Mr. Heaps is the CEO and co-founder of Corporate Knights Inc. and publisher of Corporate Knights Magazine. He spearheaded the first global ranking of the world’s 100 most sustainable corporations in 2005, and in 2007 coined the term “clean capitalism.”

Jennifer Nganga, Bookkeeper

Jennifer Nganga is responsible for accounting and reporting at Stance Capital. She holds a Bachelors in Accounting from Worcester State University and an MBA from the University of Massachusetts Amherst. Jennifer brings over 10 years of accounting and finance experience from different industries including Investment Management, Financial services technology solutions, Retail, and Manufacturing.

Helen Chuchak, Research Analyst

Helen Chuchak is responsible for performance, website and database updates, RFP responses, analytics work and social media posting. Helen earned a master degree at Kyiv-Mohyla academy in Economics and a bachelor degree at Ostroh academy in Finance. Helen is passionate about investments and stock exchange. She worked many years in financial analysis checking governmental companies’ reports on fictitious bankruptcy. She is from Ukraine.

Gwendolyn Brown, Communications Director

Gwendolyn is responsible for social media and research. She holds a Bachelor of Arts from Loyola University Chicago where she studied film and digital media and environmental action and leadership. She is passionate about using her organization and communication skills to facilitate change in the sustainability investment world.

Brittany Damico, Sales Representative

Brittany has over 17 years of experience in the financial services industry and co-founded O-Six Impact Partners in 2023 to support innovative and sustainable investment strategies. She holds an undergraduate degree in Environmental Science and Chemistry from the University of Hawaii and a Master’s in Ecological Economics from the University of Edinburgh. Brittany is passionate about circular economics, environmental valuations, behavioral economics, and ecosystem services.

Dan Carreno, Sales Representative

After a decade of working with visionary investors on Wall Street, Dan realized the transformative potential of capital markets in addressing society’s most pressing challenges. Driven by this insight, he has dedicated his career to guiding asset allocators through the intricate and dynamic world of sustainable investing. In 2023, he co-founded O-Six Impact Partners to further this mission. Dan holds a graduate degree in Environmental Policy from the University of Denver and is a Certified Investment Management Analyst as well as a Chartered SRI Counselor.