Meet the people who guide Glass Lewis, including our senior executives, leaders of the research group, and members of the Research Advisory Council.  

Katherine Rabin

Chief Executive Officer

Katherine “KT” Rabin joined Glass Lewis shortly after the firm was founded in 2003 and was part of the original management team. She was appointed CEO in 2007.

Before joining Glass Lewis, KT was Vice President of Communications at supply chain management company QRS Corporation, where she helped create the company’s investor relations program. Previously, KT was Director of Research at OTA/Off The Record Research (now OTR Global), an independent investment research firm specializing in supply chain analysis. From 1992 to 1997, she was business editor at the Hearst-owned San Francisco Examiner.

KT currently serves on the board of Diversified Health Services, a private healthcare services company that operates assisted living and nursing care facilities in the United States and was formerly on the board of Index, a retail software company funded by General Catalyst, Innovation Endeavors and Khosla Ventures. She is a Charter Member of the Drafting Committee of the Best Practice Principles for Governance Research Providers, which was established in February 2012 upon conclusion of the European Securities and Markets Authority consultation regarding the proxy advisory industry.

Stephen Gray

Chief Financial Officer

Steve Gray joined Glass Lewis as Chief Financial Officer in September 2016. Previously, he was a CFO for over 15 years at both private and public companies with his most recent stints at Aircraft Technical Publishers and NES Financial which both provided cloud software solutions to their customers.  Steve has specialized in providing executive leadership and best practices in the finance function including accounting, treasury, finance, M&A, planning and procurement. Steve earned his bachelor of arts degree in economics from Stanford University and his master’s degree in business from the Amos Tuck School at Dartmouth College.

John Wieck

Chief Operating Officer

John Wieck joined Glass Lewis as Vice President of Operations in February 2008. Prior to joining Glass Lewis, John was Senior Director of Client Services at Broadridge Financial Solutions, formerly part of Automatic Data Processing (ADP). John held roles supporting both the U.S. and international proxy distribution businesses in his 14 years at Broadridge/ADP. During his last three years, John was responsible for the client service teams supporting both institutional investors and global custodians, in addition to the global operations team supporting Broadridge/ADP’s international proxy distribution business. John earned his bachelor’s degree in management and international business from New York University’s Leonard N. Stern School of Business and his master’s in banking and finance from Hofstra University’s Frank G. Zarb School of Business.

Aaron Bertinetti

Senior Vice President, Research and Engagement

Aaron Bertinetti is responsible for Glass Lewis’ research and engagement activities across all markets globally. He leads a staff of more than 200 across six global locations that annually publishes research on approximately 25,000 meetings and engages with more than 3,000 companies. Aaron originally joined Glass Lewis in 2008 via the Australian subsidiary, CGI Glass Lewis, where he was a key contributor to the expansion of the research operation and Australian client base. He ultimately served as General Manager of CGI Glass Lewis for 2 years, and subsequently was promoted in 2015 to head the global research and engagement effort and relocated to San Francisco. He is an angel investor in dozens of technology-focused startups and non-executive chairman of private gaming company Surprise Attack Pty. Ltd. and an advisor to the private equity-crowdfunding & startup accelerator Capital Pitch Pty Ltd. He has a Bachelor of Economics from the University of Sydney and is a graduate of the Future Directors Institute.

Nichol Garzon-Mitchell

Senior Vice President and General Counsel

Nichol Garzon-Mitchell is Glass Lewis’ General Counsel, and oversees all legal and compliance matters for the company and its subsidiaries worldwide. She is a member of Glass Lewis’ risk and compliance committees, and acts as Secretary to the Strategic Committee. Nichol was hired in 2004 when Glass Lewis began expanding its international research coverage. Leveraging her fluency in multiple languages and corporate law expertise in both common law and civil law jurisdictions, she became the resident expert on corporate governance issues in Latin America, France, Belgium, and Portugal. Nichol was appointed Deputy General Counsel in 2007 and became General Counsel in 2009. Prior to joining the company, Nichol worked as a corporate attorney with a prominent law firm in Guadalajara, Mexico where she focused on a variety of cross-border transactions, primarily in Latin America. Nichol holds an LL.M. in corporate and securities law from Northwestern University School of Law and a J.D. from Universidad Panamericana. She is a licensed member of the State Bar of California and the Barra Mexicana, Colegio de Abogados.

Jeffrey Thompson

Senior Vice President, Sales and Marketing

Jeffrey Thompson has spent the last 20 years in various research and sales-related positions at San Francisco Bay Area-based financial services firms, including completing Franklin Templeton’s 2-year management trainee program; conducting private equity analysis while working for Willamette Management Associates; and public equity analysis in the research department at JPMorgan (previously Chase H&Q). Prior to joining Glass Lewis in 2005, he had been working as an institutional salesman for public equity research boutiques in San Francisco.  Jeff was promoted into his current role in January 2013, where he is responsible for managing the global Glass Lewis sales team, marketing, and plays a lead role in developing and managing relationships with strategic partners. He holds a BS in Business with a concentration in Finance from California Polytechnic State University, San Luis Obispo.

Fergus Curtin

Vice President, Technology

Fergus Curtin started at Glass Lewis in September 2017, bringing with him 18 years’ experience in Software Development and Technology. He began his professional career as a Software Engineer in the telecommunications industry, rising through the technical ranks and becoming a Software Architect. He ultimately turned his attention to management, leading his first software development team in 2007. Most recently, Fergus spent nearly 6 years in the Financial Services sector working for ACI Worldwide, the world’s leading provider of electronic payments and banking solutions. In that role he had responsibility for engineering activities, including building and supporting Money Transfer System, ACI’s flagship global payment engine that processes trillions of dollars every day. He earned his Bachelor of Engineering in Computer Engineering from the University of Limerick in Ireland.

Heidi Little

Vice President, Operations

Heidi Little oversees operations and product development at Glass Lewis. She joined Glass Lewis in 2006 as a Research Analyst, covering the US market. In 2007 she moved from the research team to the Client Services team, specializing in custom policy implementation and guideline development for clients. In 2009, she assumed responsibility for the Client Services and Operations teams as the Director of Client Services and Operations, and continued in that role until 2013 when she relocated to Glass Lewis Europe to focus on product development. She is a graduate of the University of California, Berkeley with bachelor degrees in History and Political Science.

Mary Beth Macedo

Vice President, Human Resources

Mary Beth Macedo joined Glass Lewis in 2014 and leads the human resources organization that supports Glass Lewis’s global operations. She has 20 years of diverse HR experience in leadership roles in a variety of industries including technology, legal and engineering in both start-ups and established organizations. Mary Beth holds a Bachelor’s Degree in English from Boston College as well as Senior Professional in HR Certifications (SPHR, SHRM-SCP).

Mike O’Sullivan

General Manager, Glass Lewis Europe

Mike O’Sullivan is general manager of Glass Lewis offices in Europe, growing staffing capability and our international footprint. Mike has more than 30 years of experience in management with multinational companies in technology and financial services. He was senior vice president of operations at General Electric and Genworth Financial, where he was responsible for delivering financial services to customers in 20 countries. An experienced business leader and coach, and a graduate in electronic engineering from the Dublin Institute of Technology, Mike completed his chartered director programme in 2010, and is a member of the Institute of Directors.

Daniel J. Smith

General Manager, CGI Glass Lewis

Daniel J. Smith is general manager of CGI Glass Lewis. Dan has nearly a decade of experience in corporate governance across several major markets. He joined CGI Glass Lewis in 2014, after holding a number of research, client services and operations positions at Institutional Shareholder Services in Australia, the United States and the United Kingdom. Dan has published numerous studies and is a regular speaker on governance issues. He is a graduate of the University of California, Santa Cruz, and has a master’s degree from the Edmund A. Walsh School of Foreign Service at Georgetown University, where he studied international business diplomacy.

Aaron Bertinetti

Senior Vice President, Research and Engagement

Aaron Bertinetti is responsible for Glass Lewis’ research and engagement activities across all markets globally. He leads a staff of more than 200 across six global locations that annually publishes research on approximately 25,000 meetings and engages with more than 3,000 companies. Aaron originally joined Glass Lewis in 2008 via the Australian subsidiary, CGI Glass Lewis, where he was a key contributor to the expansion of the research operation and Australian client base. He ultimately served as General Manager of CGI Glass Lewis for 2 years, and subsequently was promoted in 2015 to head the global research and engagement effort and relocated to San Francisco. He is an angel investor in dozens of technology-focused startups and non-executive chairman of private gaming company Surprise Attack Pty. Ltd. and an advisor to the private equity-crowdfunding & startup accelerator Capital Pitch Pty Ltd. He has a Bachelor of Economics from the University of Sydney and is a graduate of the Future Directors Institute.

Andrew Gebelin

Senior Director of European Research

Andrew Gebelin is senior director of proxy research, heading the Limerick, Ireland research group covering Europe, the Middle East, Africa and Latin America. Since joining Glass Lewis in 2006, Andrew has overseen research operations and served as lead analyst for Benelux, France, Germany and Switzerland. He holds a bachelor’s degree in international relations from Whitworth University and speaks Spanish, French, German and Portuguese.

Jason McCandless

Senior Director of M&A Research

Jason McCandless heads the mergers and acquisitions and proxy contest research group at Glass Lewis, which is responsible for all domestic and international merger, acquisition, and contested proxy research.  Before joining Glass Lewis in 2003, Jason held operational and strategic planning roles at NorthPoint Communications. He holds a bachelor’s degree in economics from the University of California, Davis and a master’s degree in business administration from Santa Clara University.

Kern McPherson

Senior Director of North American Research

Kern McPherson joined Glass Lewis in 2009 and leads the North American research teams covering corporate governance, executive compensation and environmental & social issues at over 6,500 companies traded in the U.S. and Canada. Kern specializes in issuer and stakeholder engagement, corporate governance analysis, research operations, and is an active participant in Glass Lewis’ policy and product development. Prior to joining Glass Lewis, Kern served as a senior account manager and business analyst for large corporate retailers. He holds a bachelor’s degree in English and History of Art & Architecture from the University of California, Santa Barbara.

Naoko Ueno

Senior Director of Asian Research

Naoko Ueno leads the Asian research team, managing analysts and associates covering more 4,000 companies in 15 markets. Naoko joined Glass Lewis in 2010 as a member of the Japanese research team analyzing corporate governance issues in Japan and has expanded her expertise to the greater Asian Pacific region. She frequently engages with Asian public company issuers to discuss Glass Lewis’ policies and approaches to analyzing corporate governance issues, and has participated in numerous seminars and panel discussions for Japanese investors and issuers. Naoko earned a bachelor’s degree in psychology from San Francisco State University and is fluent in Japanese and English.

Julian Hamud

Director of Executive Compensation Research

Julian Hamud joined Glass Lewis in 2013 and currently manages the specialized research team analyzing North American compensation issues, including proposals relating to Say-on-Pay and equity plans. He previously covered executive compensation for the UK and Israel, and frequently leads or participates in engagements with corporate issuers regarding Glass Lewis’ practices and marketplace trends.  Julian holds a bachelor’s degree in international affairs from San Francisco State University, where he focused on movements related to transparency and governance, and served as a reviewer for the department’s academic journal. Julian is fluent in Spanish and English.

Philip Foo

Director of Research, CGI Glass Lewis

Philip Foo joined CGI Glass Lewis in 2018 as Director of Research and oversees the research team in Sydney covering Australia, New Zealand and South Africa. Philip specializes in analyzing earnings adjustments and other accounting anomalies and assessing the impact on executive remuneration. Prior to joining CGI Glass Lewis, Philip was a forensic accountant in the Disputes and International Arbitration practice at Berkeley Research Group, before which he was with the forensic accounting and audit practices of KPMG.  He holds a Bachelor of Commerce from Victoria University of Wellington, is a member of Chartered Accountants Australia and New Zealand and is a CFA Charterholder.

Courteney Keatinge

Director of Environmental, Social and Governance Research

Courteney Keatinge oversees Glass Lewis’ research and vote recommendations for shareholder proposals and covers research on major environmental and social issues in all major markets. She has written reports for Glass Lewis including the 2011-2015 editions of Greening the Green: Linking Executive Compensation to Sustainability and Mind the Gap: Board Gender Diversity. Before joining Glass Lewis, Courteney worked on corporate governance and corporate social responsibility issues at the California Public Employees’ Retirement System and the Colorado Public Employees’ Retirement Association. She has also filled roles including social media manager and scribe and as a featured author in the Yearbook for the International Corporate Governance Network. Courteney holds a bachelor’s degree in business administration and a master’s degree in business administration, with a concentration in corporate social responsibility from Daniels College of Business at the University of Denver.

Crystal Milo

Director of Research, United States

Crystal Milo oversees policy development, engagement efforts, and research production for publicly-traded companies in the United States. Prior to Glass Lewis, she was the Editor-in-Chief at the Asian Journal of Public Affairs. She holds a Bachelor of Arts in political science, cum laude, from Mount St. Mary’s University, and a Master in Public Policy from the Lee Kuan Yew School of Public Policy, National University of Singapore.

Martin Mortell

Director of Research, United Kingdom & Europe

Martin Mortell joined Glass Lewis in 2012 and leads research teams covering key European markets, including the United Kingdom, France, Germany and Italy. Martin specializes in governance and compensation issues at FTSE 350 companies, and is an active participant in policy and product development at Glass Lewis. He holds a BSc in Information Systems from the Limerick Institute of Technology and graduate diploma and masters degree in Development Studies from Kimmage Development Studies Centre, Dublin.

Anke Zschorn

Director of Research, IVOX Glass Lewis

Anke Zschorn started her career with IVOX in 2008 as research analyst covering Germanic markets, and subsequently joined the Glass Lewis team following the merger of the two firms in 2015. She oversees production of all research produced by IVOX Glass Lewis, which includes thousands of reports based on client custom policies in addition to those based on guidelines developed in conjunction with the German Investment Funds Association (BVI). She has a bachelor’s degree from Flinders University of South Australia where she studied Business Economics and Government, and is a member of the Golden Key Honours Society.

The Research Advisory Council’s mission is to inform Glass Lewis and its clients on emerging trends and issues of importance to institutional investors. Its global expertise on corporate governance, accounting, financial transparency and legal and regulatory environments guides the development of Glass Lewis’ proxy voting policies and guidelines. The council works with Glass Lewis to define core principles and best practices that help institutional investors worldwide exercise their ownership rights with purpose and productivity.

David Nierenberg, Chairman

David Nierenberg is the founder of The D3 Family Funds and a summa cum laude graduate of Yale College and a graduate of Yale Law School. He brings several complementary disciplines: lawyer, strategic management consultant, corporate director, asset allocator and venture capitalist. David worked for seven years and was a partner at consulting firm Bain & Company. He has been a full-time investor since 1985, 10 as a venture capitalist, principally with Trinity Ventures, and for over two decades at D3. He serves on the Washington State Investment Board, which oversees public employee retirement funds; chairs the board investment committee for Whitman College; and serves on the board of Rosetta Stone Inc. and formerly served on the boards of Electro Scientific Industries and RadiSys Corporation, all three of which are D3 portfolio companies. From 2008–2012 he chaired the advisory board of the Millstein Center for Corporate Governance and Performance at the Yale School of Management and from 2012 to present has served as vice chair of the advisory board of the Millstein Center for Global Markets and Corporate Ownership at Columbia Law School.

 Charles A. Bowsher, Chair Emeritus

Chuck Bowsher was Comptroller General of the United States and head of the General Accounting Office for 15 years. Prior to being appointed to that position by President Ronald Reagan in 1981, he was associated with Arthur Andersen & Co. for 25 years, except between 1967 and 1971, when he served as Assistant Secretary of the Navy for Financial Management, where his work earned him Distinguished Public Service Awards from the Navy and the Department of Defense. Chuck formerly served as a director of DeVry Inc., Washington Mutual Investors Fund and SI International. In addition, he served as a public member of the FINRA Board and served on an advisory council of the Public Company Accounting Oversight Board.

Kevin Cameron

Kevin Cameron is the co-founder and former President of Glass Lewis. Prior to co-founding Glass Lewis, he was general counsel of Moxi Digital, a technology venture that was sold to a company controlled by Microsoft co-founder Paul Allen. Previously, he was the general counsel at NorthPoint Communications, a publicly traded broadband telecommunications company. Kevin was an attorney with the corporate law firm of Kellogg, Huber, Hansen, Todd & Evans in Washington D.C. and served as a law clerk to the Hon. James L. Buckley of the United States Court of Appeals for the District of Columbia Circuit.   He serves as a Director of Keryx.

Jesse Fried

Jesse Fried is a Professor of Law at Harvard Law School. He holds bachelor’s and master’s degrees in economics from Harvard University, and is a graduate of Harvard Law School. Jesse’s main areas of research, teaching and writing are executive compensation, corporate governance, corporate bankruptcy and venture capital. He is the author, with Lucian Bebchuk, of Pay without Performance: the Unfulfilled Promise of Executive Compensation (Harvard University Press, 2004).

Bonnie Hill, Ed.D.

Bonnie Hill is president of B. Hill Enterprises, LLC, a consulting firm focusing on corporate governance and board organizational and public policy issues.  She is also co-founder of Icon Blue, a brand marketing company based in Los Angeles.  She has over 24 years’ experience serving on eleven different corporate boards including Yum! Brands, Inc., The Home Depot and AK Steel Holding Corp and currently serves on the board of directors of California Water Service Group. Bonnie also serves on the boards of the Rand Corporation, Jenessee Center, the Los Angeles Urban League (Emeritus Board) and Goodwill Industries of Southern California (Advisory), and formerly served on the board of FINRA and was a member of PCAOB Investor Advisory Group, in addition to a wide-ranging career in business, government, education, and philanthropy.  Bonnie has a Bachelor of Arts degree from Mills College, a Master of Science degree from California State University, Hayward, and a Doctorate from the University of California at Berkeley.

Stéphanie Lachance

Stéphanie Lachance joined PSP Investments in December 2006 as Corporate Secretary. She was appointed Vice President, Responsible Investment in addition to her Corporate Secretary function in June 2012. Before joining PSP Investments, Stéphanie was Senior Legal Counsel, Compliance and Assistant Corporate Secretary at Quebecor Media and held several positions as Legal Counsel and Manager at the Montreal Exchange, the Toronto Stock Exchange and the Autorités des marchés financiers. Stéphanie received her law degree from Université de Montréal and is a member of the Quebec Bar. Over the years, she has developed expertise in corporate law, securities, governance and compliance.

Carla Topino

Carla Topino is the former Associate Vice President, European and Emerging Markets Policy of Glass Lewis. In this role, Carla was responsible, together with Glass Lewis’ chief policy officer, for the development of the firm’s voting guidelines while working closely with the research department and interacting with investors, issuers, regulators and other interested parties.  Prior to joining Glass Lewis in 2004, Carla worked as in-house counsel in the legal and corporate affairs departments of two Italian companies operating in the automotive and fashion industries. Carla has a law degree from the University of Turin, where she graduated summa cum laude after completing her thesis on takeover bids. In 2008, she was recognized as a Rising Star in corporate governance by the Yale School of Management’s Millstein Center.