our team

Jason Britton


MBA, Yale School of Management; Advised on over $3 Billion in ESG and thematic equities for Bank of America Merrill Lynch and others; Professor of Impact Investing; Top decile portfolio manager with audited multi-year rack record; Author, thought-leader and lecturer in social investing.

Carolyne LaSala

Chief Administrative Officer

MBA, Fuqua School of Business, Duke University; Launched iTunes U.S., iTunes Europe & AppStore; Serial entrepreneur and venture capitalist.

Matthew Swendiman

Chief Compliance Officer

JD, Moritz College of Law, The Ohio State University; CFA Charterholder; CEO Key Bridge Compliance; Co-Founder and Chairman of F/m Acceleration; Chief Legal Officer, Fifth Third Funds.

Justine Buckingham

Compliance Officer

BS, Xavier University; Compliance Officer, Key Bridge Compliance; Mergers & Acquisitions Associate, Barnes Dennig.

Dennis Mason

Senior Compliance Officer

BA, University of Southern Maine; Investment Adviser Certified Compliance Professional (IACCP ®); Senior Compliance Officer Key Bridge Compliance; Fund Compliance Officer, Apex Fund Services.

Influencers & Inspiration

Robert Shiller

Sterling Professor of Economics, Yale

Robert J. Shiller is Sterling Professor of Economics, Department of Economics and Cowles Foundation for Research in Economics, Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. He received his B.A. from the University of Michigan in 1967 and his Ph.D. in economics from the Massachusetts Institute of Technology in 1972. He has written on financial markets, financial innovation, behavioral economics and on public attitudes, opinions, and moral judgments regarding markets.

Stuart Williams

Founder, Inplace Impact

Stuart is one of the world's leading experts on how to generate the highest and most sustainable corporate profits and investment returns by creating innovations that are solutions for specific segments of humanity and the environment. Mr. Williams’ seminal writings and thesis from the early 90’s on making a profit while making a difference has served as a rallying cry for the Reflection Companies and his continued work at the College of Charleston and throughout the world is an example to us all.

Roger Ibbotson

Emeritus Professor of Finance, Yale School of Management

Roger G. Ibbotson is emeritus professor of the practice of finance at Yale School of Management and has written extensively on capital market returns, cost of capital, and international investment. He is the former chairman and founder of Ibbotson Associates, a financial research and information firm that was acquired by Morningstar, Inc. in 2006.

Heidi Brooks

Senior Lecturer in Organizational Behavior, Yale School of Management

Dr. Brooks was a professor of our managing partner at Yale and has been a source of inspiration and coaching for many years. Her work on leadership and emotional intelligence, as well as writings on diversity and inclusion, have deeply influenced the human capital analysis component of Reflective Investing.