Mr. Lloyd Kurtz
Lloyd Kurtz is a senior portfolio manager and Head of Social Impact Investing for Wells Fargo Private Bank in San Francisco, California.
Prior to joining Wells Fargo, Mr. Kurtz was chief investment officer and co-head of the investment committee for Nelson Capital Management. Before joining Nelson Capital, Mr. Kurtz spent nine years as a research analyst and director of quantitative research at Harris Bretall Sullivan & Smith, a San Francisco-based money management firm. Before that he was senior research analyst at KLD Research & Analytics in Boston, one of the first research firms to specialize in ESG (Environmental, Social, and Governance) investment.
At KLD, Mr. Kurtz participated in the development of the Domini Social Index, now known as the MSCI KLD 400, the first broad-based ESG benchmark in the U.S. In 2011 he published, with Dan DiBartolomeo, a study of its performance in the Journal of Investing. Mr. Kurtz’s other writings include the book Looking Forward, Looking Back, a review of social and sustainable investment research for the University of Tilburg; and the social investment chapter of the Oxford Handbook of Corporate Social Responsibility. In May 2017 Lloyd was appointed to the Sustainable Accounting Standard Board (SASB), a non-profit organization that sets standards for corporate sustainability disclosure. He has been in the financial industry for more than 28 years.