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Policy Advocates for Employee Ownership

Professionals working at the intersection of employee ownership and public policy — advancing legislation, regulatory frameworks, and government programs that support ESOPs, cooperatives, and business succession.

Jared Bernstein

Employee Owned S Corporations of America (ESCA)

# EO Statistics

Gale Marett

Salem Fabrication Technologies Group

Corporate Secretary & CFO

Winston-Salem, NC, USA

# EO Case Study

Mark Lomele

Board Member at Recology

Alex Mumblat

Beth Bafford

Calvert Impact Capital

VP of Strategy | CEO

# Impact Investing

Susi Milligan

spacemonkey.partners

# EO Communication

Jennifer Briggs

Karl Strauss Brewing Company

Acting CXO | Founding Partner

Denver, CO, USA

Doug Kruse

Institute for the Study of Employee Ownership and Profit Sharing at Rutgers School of Management and Labor Relations

Edward C. Renenger

SES ESOP Strategies

# Feasibility Study

Christine Adee

Co-Chief Executive Officer

# ESOP# Holding Company

Marjorie Kelly

The Democracy Collaborative

Distinguished Senior Fellow

John Vitucci

PKF O'Connor Davies

Principal - ESOP Practice Leader

New York, NY, USA

Harry Markowitz

National Bureau of Economic Research

# Diversification

Kim Blaugher

Beyster Institute at University of California at San Diego

D Isabela Ajuria

Operations + Legal

San Francisco, CA, USA

Randy Shrake

Blue Ridge ESOP Associates

Laurie Barkman

Stony Hill Advisors

Pittsburgh, PA, USA

Meegan Moriarty

US Department of Agriculture (USDA)

Cooperative Public Policy Advisor

Scott J. Freund

Blue Ridge ESOP Associates

Cindy Turcot

The Employee Ownership Foundation

Retired CEO, Corporate Director, Employee Ownership Advocate

Burlington, VT, USA

Alex Stone

Executive Director

Oakland, CA, USA

Matt Magnotta

New York, NY, USA

# Succession Planning

Raquel Navarro

United States Federation of Worker Cooperatives (USFWC)

# EO Communication

Darrell Smith

Michigan Capital Advisors

Cameron Madill

Principal Advisor

Portland, OR, USA

James Sesil

University of Wisconsin Center for Cooperatives (UWCC)

Sylvia Morse

Pratt Center for Community Development

Senior Program Manager, Research & Policy

Brooklyn, NY, USA

Ethan C. Rouen

Harvard Business School

Associate Professor

New York, NY, USA

Stephanie Geller

Community Wealth Builders

Baltimore, MD, USA

Aki Ohashi

San Francisco, CA, USA

# Impact Investing

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