Tamara Close, CFA

Tamara is the Founder and Managing Partner of Close Group Consulting, which is a boutique ESG strategy advisory firm that uses in-depth capital markets and ESG expertise to assess, design, and implement bespoke, end-to-end ESG integration strategies across asset classes for asset managers, asset owners and corporates. She was previously the Head of ESG Integration for KKS Advisors, a global ESG Advisory firm and has over 25 years of combined experience in capital markets and ESG strategy. Tamara has held various front office investment management positions for the Bank of Montreal and Credit Lyonnais in the global derivatives and foreign exchange markets and was previously the head of research and risk for a start-up fixed income asset management firm in Montreal. Before founding Close Group Consulting, she spent 10 years in senior leadership roles within the risk and public markets investment groups of PSP Investments. She is also the founder and creator of the Sustainable Risk Assessment Framework

Tamara holds the Chartered Financial Analyst (CFA) certification, is a member of the ESG Examination Subcommittee for CFA Institute, and is a council member of the Canadian Advocacy Council for CFA Societies Canada. She is a Board director for Evovest, an investment management firm using artificial intelligence and evolutive learning techniques to manage investment portfolios. She is also a member of the Investment Committee for the JGH Foundation, a Board director for CFA Montreal and was previously the Chair of the ESG Committee. Tamara is a Strategic Advisor to the Veristell Institute, a globally focused think-tank on ESG and Corporate Purpose, and an Advisor and Contributor to PracticalESG, a source for ESG thought leadership. Tamara is a regular contributor to industry journals and author of thought leadership on ESG, risk management and sustainable investing and is a sought after speaker. She earned a Bachelor in Economics from McGill University and a Master of Science degree in Finance from the John Molson School of Business. She is based in Montreal and is fluent in English and French.