SGI is pleased to announce the election of board officers for the year 2021. These include:
- President: Cindy Bohlen, Riverwater Partners
- Treasurer: Peg Groth, Sisters of the Sorrowful Mother International Finance, Inc.
- Secretary: Ann Roberts, Dana Investment Advisors
Both Peg and Ann are continuing in their positions as officers. Cindy Bohlen, Chief Mindfulness Officer at Riverwater Partners, leads the firm’s sustainability practice and does primary research for the health care and technology sectors. Cindy has prior research experience at Robert W. Baird and M&I Investment Management. She added a sustainability lens to her investment process while working for another private firm and for a local foundation. Cindy earned a B.B.A. in Finance and a B.A. in Spanish from the University of Wisconsin – Madison. In addition, she is a CFA® charterholder. Cindy joined SGI’s board this year.
The outgoing board president is Dan Tretow, Director of Financial Services in the International Office, School Sisters of St. Francis. Dan, who served as board president from 2018 through 2020 remains on the SGI board and will participate in the development committee.
Frank Sherman, executive director of SGI, said, “I congratulate Cindy on her election as president of the SGI Board of Directors. Her commitment to ESG issues and her professional experience are great assets to SGI. We value her leadership at SGI and know that she will help guide us in our work for people and planet.”
The entire team at SGI thanks Dan for his service as president. Under his leadership, we have grown in members, hired staff, expanded our corporate engagements, and commenced our annual conference. We are grateful for Dan’s generous service to our organization since the 1980s and to the School Sisters of St Francis, one of our founding members.
The SGI board is elected by SGI members in staggered three-year terms. Board members elected in the October 11th member meeting were: Caroline Boden (Mercy Investment Services), Ed Fitzpatrick (The Fitzpatrick Group, Wells Fargo), Ann Roberts (Dana Investment Advisors), and Sr. Carmen Schnyder (Sisters of the Precious Blood). The board officers are elected by the board, as per the Articles of Incorporation and Bylaws. To learn more about SGI’s board, click here.
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