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Marketing & Client Service

Michael McCarthy

Chief Operating Officer & Chief Compliance Officer
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.

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.

Cynthia A. Hurley

Senior Assistant Administrator & Marketing Associate
Senior Operations Administrator & Marketing Associate Cindy joined Essex in 1997. Previously, she spent two years as a Mutual Fund Custody Accountant with Investor's Bank & Trust Company. Cindy earned an M.B.A. from Framingham State College and a B.S. in Business Administration with a concentration in Finance & Economics from Salem State College. Cindy also is a Notary Public within and for the Commonwealth of Massachusetts.

Meagan Shanley

Executive Administrative Assistant
Meagan joined Essex in November 2013. Prior to joining Essex she lived in London and worked in the financial field, she also is a Notary Public within and for the Commonwealth of Massachusetts. Meagan earned her Bachelor of Arts from Boston College.

Carly Semerjian

Executive Administrative Assistant
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Carly joined Essex in January 2014. Prior to joining Essex she was in the Education field working in financial aid. She earned her Bachelor of Arts from Newbury College in Brookline, MA. Carly also is a Notary Public within and for the Commonwealth of Massachusetts.

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.