Leadership

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

Maria Vu

Senior Director of North American Compensation Research

Maria Vu leads the research team that is responsible for the analyses of executive pay programs in the U.S. and Canadian markets. She also maintains oversight of Glass Lewis’ compensation-related quantitative models and its peer group methodology. Maria began her career in institutional equity sales at Merrill Lynch as part of the Technology Specialty Group. This was followed by nearly a decade in ownership intelligence and investor relations consulting to mid- and large-cap tech companies as part of Thomson Reuters’ advisory services. After a hiatus to explore broader interests, Maria joined Glass Lewis in 2016. She holds a bachelor’s degree in economics and political science from the University of California, Berkeley.

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.

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.

Annalisa Barrett

is a Senior Advisor with the KPMG Board Leadership Center, where she advises directors on emerging corporate governance issues and conducts research to develop thought leadership on effective board composition and governance practices. Prior to joining KPMG, Barrett was CEO of Board Governance Research, where she conducted research on topics including CEO succession planning, board governance at microcap companies, and director age diversity. Previously, Barrett served as a Senior Advisor for ValueEdge Advisors, where she advised institutional investors on corporate governance matters, and as Vice President and Senior Research Associate at The Corporate Library (now MSCI ESG Research), where she oversaw the firm’s corporate governance ratings and board effectiveness research. She currently serves on the Women on Boards Advisory Council of the California Partners Project, the California Insurance Diversity Task Force, and the Southern California Advisory Council of the Society for Corporate Governance. Barrett is an adjunct professor at the Knauss School of Business at the University of San Diego, where she teaches graduate students corporate governance. She is also a faculty member for the Women’s Corporate Board Readiness program offered by the Silicon Valley Executive Center at Santa Clara University’s Leavey School of Business and the Athena Women on Boards program.

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.

Katherine Rabin

Katherine “KT” Rabin joined Glass Lewis shortly after the firm was founded in 2003, and served as CEO from 2007 to 2019. Before joining Glass Lewis, KT was Vice President, Communications & Investor Relations at supply chain management company QRS Corporation. 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 member of the Board of Trustees of the Rufino Tamayo Museum of Pre-Columbian Art in Oaxaca, Mexico. KT is also 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.