Leadership
Meet the people who guide Glass Lewis, including our senior executives, leaders of the research group, and members of the Research Advisory Council.
Bob Mann
Chief Executive Officer
Bob Mann joined Glass Lewis as Chief Executive Officer in May 2024. Previously, Mr. Mann served as President of Morningstar Sustainalytics, the ESG business unit of investment research firm Morningstar, Inc. For the prior 15 years, Mr. Mann served and President and COO and subsequently CEO of Sustainalytics, working to drive the global ESG data and ratings firm through a decades long stage of double digit growth culminating in its 2020 sale to Morningstar, Inc., the Chicago-based investment research and data company.
Mr. Mann brings with him a highly successful track record of operational excellence, accelerated growth and product innovation. He possesses a keen understanding of the solutions needed to best serve asset managers, asset owners and corporate issuers in their investment and business decision-making.
Mr. Mann regularly speaks on the topics of investment risk, sustainable finance market trends, smart technologies, ESG and climate matters, among other topics. He also serves as a strategic advisor to software start-up Ensogo.
Mr. Mann received his undergraduate degree in Economics from the University of Toronto and an Honours Bachelor of Arts in Economics at York University. In addition, he has an MBA specializing in sustainability and finance from the Schulich School of Business at York University.
Carrie Busch
President and Director
Carrie Busch joined Glass Lewis as president and director in 2019. Previously, she was the vice president of finance for over 8 years at Ionetix Corporation, a technology/pharmaceutical company. Prior to Ionetix, Carrie was a business analyst at Orbis Investment Management. Prior to Orbis, she was one of the founding employees of Glass Lewis, serving consecutively as lead analyst of U.S. Proxy Research, director of International Proxy Research and director of New Business Initiatives. Carrie earned her Bachelor of Arts degree in economics from Harvard University and her master’s degree in business from the Wharton School at the University of Pennsylvania.
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.
Dan Concannon
Chief Commercial Officer
Dan Concannon oversees Glass Lewis’ worldwide sales functions. Dan has over two decades of leadership experience in the financial information services and governance, risk, and compliance segments. He joins Glass Lewis from CFRA Research, an independent equity research provider, where he served as Chief Revenue Officer. Prior to CFRA, Dan was the Chief Executive Officer and President of GMI Ratings (now part of MSCI), a global provider of environmental, social, and governance (ESG) ratings and research where he increased sales and profitability. He previously served as Executive Vice President of Sales and Marketing at Institutional Shareholder Services.
Jason Wartman
Chief Financial Officer
Jason Wartman joined Glass Lewis in January 2022 as Chief Financial Officer. He brings extensive expertise in global strategy, financial planning and operations, mergers and acquisitions, and business development. Jason most recently served as Vice President of Finance for Cerner Corporation, a global leader in healthcare information technology, overseeing all financial operations for the company’s U.S. and international commercial businesses. Prior to his 14-year tenure at Cerner, he spent six years in roles of increasing financial leadership responsibility at Medtronic. Jason began his career in public accounting with the firm of Baker Tilly Virchow Krause, where he earned his CPA. Jason holds a bachelor’s degree in accounting, magna cum laude, from the University of Wisconsin – Whitewater, and an MBA from the University of Minnesota.
Nichol Garzon-Mitchell
Chief Legal Officer, SVP Corporate Development
Nichol Garzon-Mitchell is responsible for overseeing all of Glass Lewis’ legal, compliance, and regulatory affairs, as well as corporate development, worldwide. Nichol joined the company in 2004 when Glass Lewis began expanding its international research coverage. Leveraging her fluency in multiple languages and corporate and securities law expertise in both common and civil law jurisdictions, she became the resident expert on corporate governance issues in Latin America and Continental Europe. Nichol was appointed Deputy General Counsel in 2007, General Counsel in 2009, and Chief Legal Officer in 2022. Prior to joining Glass Lewis, Nichol worked as a corporate attorney with a prominent law firm in Guadalajara, Mexico. Her practice focused on representing U.S. and other foreign investors in a wide variety of Latin American transactions and providing advice on a broad range of corporate matters, including commercial contracts, corporate governance, and regulatory compliance. 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.
Patrick Condren
Chief Technology Officer
Patrick Condren is Chief Technology Officer at Glass Lewis. Previously he was Chief Technology Officer at Sysnet Global Solutions, International Chief Information Officer at Dun and Bradstreet and AVP of Corporate Technology at Pfizer. Patrick brings almost 35 years of Software Development and over 20 of senior technology leadership experience. Patrick has managed truly large-scale global organizations and delivered global systems to 3 million customers in 28 languages. Patrick has a successful record in delivering highly innovative systems and software solutions that ‘disrupt’ traditional paradigms and has been the CTO/CIO in several ‘tech/data’ companies that have moved from middle rankings to market leader.
Patrick earned his BSC from University College Dublin. Patrick believes in life learning and in recent years has added certifications from Harvard, MIT, Wharton and many other institutions and technology professional bodies. Patrick has also spent time as a Chief People Officer and firmly believes that people are the soul and drive of any business, and therefore he makes it his mission to unlock the potential in each and every person, and then ensure that the teams can operate to their potential also.
Cheryl Gustitus
Chief Strategy Officer
Cheryl joined Glass Lewis as Chief Strategy Officer to oversee the company’s strategic initiatives and drive accelerated growth. As a financial services marketing and corporate strategy veteran with decades-long experience in the fields of corporate governance and ESG data and research, Cheryl has a proven track record of igniting growth on a global level.
Prior to joining Glass Lewis, Cheryl led marketing and communications for Sustainalytics, in addition to working to identify, develop and execute strategic business initiatives worldwide. She has deep experience working with institutional investors and corporate issuers. As a member of the executive team, Cheryl was deeply involved in Sustainalytics acquisitions, strategic partnerships and ultimately the sale of Sustainalytics to Morningstar.
Prior to joining Sustainalytics, Cheryl was chief marketing officer at GMI Ratings where she led the launch of several new ESG and accounting products and worked to raise the firm’s profile through valuable and timely thought leadership work. Prior to that, Cheryl spent more than ten years leading global marketing and communications at Institutional Shareholder Services (ISS), a former division of MSCI/RiskMetrics Group. During her tenure, Cheryl played an executive role in the acquisitions and integration of Innovest and KLD.
In addition to her experience in the governance and ESG space, Cheryl’s familiarity with the institutional investor community comes from 12 years in the mutual fund industry as a marketing executive for T. Rowe Price and Calvert Group Investments.
Eric Shostal
Senior Vice President, Research and Engagement
Eric Shostal is responsible for Glass Lewis’ research and engagement activities across all markets globally. His team publishes research on 30,000+ meetings and engages with 3,000+ companies. In addition to overseeing global proxy research, he also helms the company’s thought leadership in ESG policy and shareholder engagement. Eric brings over 15 years of experience in corporate governance and investment stewardship to the company. He previously served as Vice President, Investment Stewardship at BlackRock. Eric has participated in a broad range of engagements with public company executives and institutional investor groups, developing expertise in board quality, shareholder accountability, executive compensation, and corporate sustainability disclosures.
Lili Mehta
Senior Vice President, Global Head of Corporate Business
Lili Mehta joined Glass Lewis in 2020 to lead the firm’s go-to market, business development, and engagement strategies with corporate issuers. She previously served as Head of Global Marketing at CFRA, a leading provider of independent equity and forensic accounting research. Prior to CFRA, Lili served as Executive Director of Marketing at Institutional Shareholder Services Inc. (ISS) where she designed and implemented growth marketing strategies including lead generation, product marketing, go-to-market, and sales enablement. Lili graduated from Virginia Tech with a Bachelor of Science and holds an MBA from George Washington University.
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 subsequently relocated to Glass Lewis’ office in Ireland to oversee the expansion of its operational center for Europe. 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).
Stanley Soosur
Country Head – Australia
As Country Head – Australia, Stanley Soosur leads business activities and manages customer relationships in Australia. He also oversee sales activities throughout the APAC region. Stanley has been with CGI Glass Lewis for over 13 years in a variety of service, relationship management, and sales roles. His long tenure and broad mix of functional experience provides him with an unparalleled connection with the Australian marketplace. Stan originally joined the Glass Lewis team in San Francisco in 2007 and in March 2008 transferred to the CGI Glass Lewis office in Sydney. Stan earned his B.S. in Management and International Business with honors from San Francisco State University.
Gordon Seymour
Special Counsel for Public Policy
Mr. Seymour joined Glass Lewis in 2019 as Special Counsel for Public Policy. He is a securities and corporate governance lawyer with 25 years of experience in both private practice and government. He most recently served as General Counsel of the Public Company Accounting Oversight Board, a position he held from 2007-2018. Mr. Seymour joined the PCAOB when it was established in 2003 and helped launch the organization and develop its rules and operating programs. Prior to joining the PCAOB, Mr. Seymour held several positions at the Securities and Exchange Commission, and practiced at the law firm of Williams & Connolly LLP. Mr. Seymour also served as law clerk to the Honorable Ralph K. Winter, Judge of the U.S. Court of Appeals for the Second Circuit. Mr. Seymour earned a B.A., magna cum laude, from Yale College and received a J.D., with High Honors, from the University of Chicago, where he was Topics & Comments Editor of the Law Review.
Eric Shostal
Senior Vice President, Research and Engagement
Eric Shostal is responsible for Glass Lewis’ research and engagement activities across all markets globally. His team publishes research on 30,000+ meetings and engages with 1,000+ companies annually. In addition to overseeing global proxy research, he will also helm the company’s thought leadership in ESG policy and shareholder engagement. Eric brings over 15 years of experience in corporate governance and investment stewardship to the company. He will be joining the company from BlackRock, where he served as Vice President, Investment Stewardship. Eric has participated in a broad range of engagements with public company executives and institutional investor groups, developing expertise in board quality, shareholder accountability, executive compensation, and corporate sustainability disclosures.
Philip Foo
Vice President, APAC Research and Engagement
Philip oversees the Sydney, Tokyo, and San Francisco research and engagement teams that cover Asia-Pacific markets. In addition to his APAC responsibility, Philip remains heavily involved with CGI Glass Lewis’ Australian and New Zealand research and engagement as he has since first joining CGI Glass Lewis in 2018. 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.
Naoko Ueno
Vice President, Asian Research and Engagement
Naoko Ueno leads the Japan research team, managing analysts and associates covering more 2800 companies out of the Tokyo office. 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 Japanese public companies to discuss Glass Lewis’ policies and perspective 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.
Courteney Keatinge
Senior 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. Courteney plays a lead role in Glass Lewis’ partnerships with ESG data providers and specializes in issuer and stakeholder engagement, corporate governance and ESG analysis. She is also an active participant in Glass Lewis’ policy and product development. She has written reports for Glass Lewis including Greening the Green: Linking Executive Compensation to Sustainability and Mind the Gap: Board Gender Diversity. She has also contributed to a variety of papers with organizations including the UN PRI and Ceres on issues related to ESG and corporate governance. 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.
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.
Brianna Castro
Vice President of North American Research
Krishna Shah
Senior Director of North American Compensation Research
Krishna Shah joined Glass Lewis in 2018 and leads the research team responsible for analyzing executive pay programs in the U.S. and Canadian markets. She has authored numerous content pieces and oversees the development of research projects and papers. In addition to shaping policy, she plays a key role in guiding the evolution of models, products, and processes for the team. Krishna holds a Bachelor’s degree in Economics and Political Science from Santa Clara University.
Rob Richardson
Senior Director of Research, People and Organization (EMEA, Canada and LatAm)
Rob Richardson joined Glass Lewis in Ireland in 2013 and leads research teams covering Canada, South America, Israel and the MEA regions. Rob is also responsible for providing support and guidance to collaborative efforts between Glass Lewis’ international offices on a wide range of markets and projects. Rob specializes in governance issues at Canadian companies listed on the Toronto Stock Exchange. Rob heads up the Limerick Research Team’s professional development program which provides upskilling and learning opportunities for research team members, leads the research associate/intern recruitment program and is also responsible for the co-ordination of tasks and general administration across the Limerick research team. He holds a Bachelor of Business Studies, BBs (Honours) degree in Law and Taxation from Limerick Institute of Technology and a Master’s of Science (MSc) in Financial Services from the University of Limerick.
Natasha O’Connor
Vice President of Research, EMEA & Latin America
Natasha O’Connor joined Glass Lewis in 2014, initially as an analyst on the UK and Ireland, before managing the Northern Europe research team. Prior to appointment to her current role, Natasha oversaw the production of European research with a focus on process improvement and client experience. In her current role, Natasha oversees research production for EMEA & Latin America, with a focus on enhancing the client experience and process improvements. Natasha also collaborates with Glass Lewis’ external partners and manages the integration of external content into Glass Lewis’ Proxy Papers. Natasha holds an LLB in Law and European Studies (with minors in Politics and French), and a LLM in Comparative and European Law, both from the University of Limerick. Natasha is currently undertaking an Executive MBA in the Kemmy Business School at the University of Limerick.
Chris Rushton
Senior Director of Research, Policy (EMEA and LatAm)
Chris Rushton joined Glass Lewis in 2014 as an analyst before managing the DACH and Benelux research teams. In his current role, Chris oversees the development and implementation of Glass Lewis’s research policy guidelines across EMEA and Latin America. He actively engages in policy discussions with clients, corporate issuers, and other stakeholders. Chris holds a BA (Hons) in Management Studies and German from the University of Nottingham, and an MA in International Business Administration with a specialisation in corporate governance from the University of Hamburg. Chris is fluent in German.
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.