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Personnel

Suzanne Bathalon

Vice President & Operations Manager
Suzanne joined Essex as a Northeastern University co-op student in 2000. Upon completing three full co-op semesters at Essex and earning a B.S. in Math and Finance at Northeastern, she was hired as a full time employee in 2005.

Marcy Carlin

Senior Vice President & Research Analyst
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Prior to joining Essex in 2005, Marcy spent three years at Burridge Growth Partners. Previously, she spent two years as the Director of Corporate Development for the Levy Organization specializing in the identification and evaluation of potential acquisition/merger/expansion targets. Prior to that, Marcy spent five years as an Associate Financial Analyst for the Zell/Chilmark Fund. Marcy earned a B.A. in International Relations from the University of Pennsylvania, and an M.B.A. from the Kellogg Graduate School of Management, Northwestern University.

Martin Cournan

Senior Vice President, Senior Technical Analyst/Options Strategy & Senior Trader
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Prior to joining Essex in 1997, Marty was an equity trader with ASB Capital Management for two years, Head Equity Trader of Ewing Capital Incorporated for one and one half years, and Equity and Fixed Income Trader for Calvert Securities Corporation for three years. He is a Chartered Financial Analyst, Chartered Market Technician, a member of the Boston Security Traders Association and the Boston Society of Security Analysts. He is also a member of the Market Technicians Association and received his B.B.A. from George Washington University.

Stephen Cutler

President and Senior Portfolio Manager
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Steve has been at Essex since 1989. Previously, he was President and Director of Baring America (formerly Endowment Management & Research Corp.) for eighteen years. Prior to Baring, Steve was Director of Investments and Portfolio Manager for the Massachusetts Company and was a Portfolio Manager and Analyst for five years at Keystone. He is a member of the Boston Security Analysts Society and a Chartered Financial Analyst. He serves as an Overseer and is a member of the Investment Committee at Babson College and was a member of the Investment Committee of the South Shore YMCA. Steve earned his A.B. degree from Brown University and his M.B.A. from Babson College.

Alexander Forse

Vice President, Portfolio Manager & Research Analyst
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Alex joined Essex in 2008. From 2008 to 2010 he held a part-time position at Essex as he completed his JD from Suffolk University Law School and his MBA from University of Massachusetts. During that same time he completed a Merger & Acquisitions internship at Banco Itau in Sau Paulo, Brazil and worked as a Legal Clerk at Sarrouf Corso LLC. He received his B.A. from Ohio Wesleyan University.

Elizabeth Giroux

Senior Vice President & Head Trader
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Elizabeth joined Essex in 1986. She is a member of the Boston Security Traders Association and received her B.A. from St. Mary’s College.

Michael McCarthy

Senior Vice President, Chief Operating Officer & Chief Compliance Officer
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Prior to joining Essex in 1993, Mike was an Assistant Vice President in the Master Trust-Accounting Operations Department of State Street Bank and Trust Company. Prior to State Street, Mike received his B.S./B.A. in Accounting from Nichols College.

Anne Marie McMichael

Vice President & Research Analyst
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Anne Marie recently joined Essex in April 2014. Prior to joining Essex, she worked as an Accounting and Contracts Manager for Hagerty Consulting. She spent the early part of her career at an intellectual property law firm in Chicago conducting research and working in the internal accounting department. Anne Marie earned her B.A. in Government and Foreign Affairs from the University of Virginia.

Joseph McNay

Chairman, Chief Investment Officer & Senior Portfolio Manager
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Prior to founding Essex in 1976, Joe was Executive Vice President and Director of Endowment Management & Research Corp. for nine years. Before 1967, Joe was Vice President and Senior Portfolio Manager at the Massachusetts Company. Currently he is serving as Trustee of National Public Radio, Trustee of the Dana Farber Cancer Institute, Trustee and Investment Committee member of the Boston Ballet and is a Trustee Emeritus and member of the Children’s Hospital Investment Committee. He received an A.B. from Yale University and an M.B.A. from the Wharton School of Finance.

William Page

Senior Vice President & Portfolio Manager
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Prior to joining Essex in 2009, Bill spent eleven years at State Street Global Advisors, most recently as Lead Portfolio Manager for the Global Environmental Opportunities Strategy (GEOS) and Head of the Environmental, Social and Governance investment team. He developed GEOS over a four year period at SSgA, and was a member of the Global Fundamental Strategies group. Prior to SSgA, Bill worked in product management for Wellington Management Company, LLC. Before Wellington, he worked for Fidelity Investments in asset allocation. He is a founding board member of the Energy + Environment Foundation. He earned a Bachelor’s degree in Economics from Boston University and an MBA from the F.W. Olin School of Business at Babson College.

Nancy Prial

Co-Chief Executive Officer & Senior Portfolio Manager
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Nancy joined Essex in 2005. Prior to Essex, she spent six years at Burridge Growth Partners as Senior Vice President & Chief Investment Officer and four years at the Twentieth Century division of American Century Investors. She began her investment career in 1984 at Frontier Capital Management as a Fundamental Analyst and Portfolio Manager. Nancy serves as a Trustee for Bucknell University. She graduated from Bucknell University with a B.S. in Electrical Engineering and a B.A. in Mathematics. She earned her M.B.A. from Harvard Business School.

Saralyn Sacks

Senior Vice President & Portfolio Manager
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Prior to joining Essex in 2005, Saralyn spent nine years at Burridge Growth Partners. Previously, Saralyn spent two years as an Associate Equity Analyst at Stifel, Nicolaus and Company, Inc. specializing in the analysis and evaluation of gaming companies. Saralyn earned a B.S. in Statistics from the University of Michigan, an M.S. in Economics from the London School of Economics and an M.B.A. in Finance and Accounting from the University of Chicago Booth School of Business.

Héctor M. Sánchez-Cano

Research Analyst
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Héctor M. Sánchez-Cano
Héctor joined Essex in 2016 after finishing his MBA at Babson College. While at Babson, he was Executive Portfolio Manager of the Babson College Fund and Vice-President of the Babson Investment Management Association. Prior to Babson, Héctor held various management positions in the construction industry. He received a Bachelor’s degree in Architecture from the Polytechnic University of Puerto Rico.

Robert Uek

Co-Chief Executive Officer & Senior Portfolio Manager
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Prior to joining Essex in 2009, Rob was a Portfolio Manager at State Street Global Advisors. Previously, he was with John Hancock Advisers for over eight years, starting as a Global Industry Analyst, and moving to portfolio management on the US large cap equities team. Prior to this, Rob worked in corporate finance for Ernst & Young in Boston and London, performing due diligence for public offerings, mergers and acquisitions. He is actively involved in the community and is a member of the Town of Westwood Finance Commission. He is a Chartered Financial Analyst and a Certified Public Accountant. Rob earned a BA in Economics from Boston College and a MS in Accounting from Northeastern.

We believe that environmental investing is sustainable, is not a fad, and that over the long-term, companies positioned to benefit from climate change action will deliver sustainable earnings and therefore, strong stock price appreciation.