Stephanie Potter

Stephanie has over ten years of experience in sustainable finance, business development, and capital markets strategy, working at the intersection of investment products, investor engagement, and climate integration. She currently serves as Co–Vice Chair of the CFA Society New York Sustainable Finance Committee.

As former Director of Sustainability at S&P Global, Stephanie led commercial strategy and business development initiatives with global financial institutions across the United States, Europe, and Canada. She advised asset managers, asset owners, and banks on climate and sustainability integration, delivering solutions spanning multi-asset portfolio analytics, regulatory reporting, and investment product design. Her work supported the scaling of sustainability-linked revenues through strategic partnerships, client advisory, and executive-level relationship management.

Previously, Stephanie conducted research on climate integration in asset management and custody at State Street, contributing to institutional thought leadership and external engagement with asset owners and investment teams. Across roles, she has built and maintained senior relationships with allocators, corporates, and industry stakeholders, positioning sustainability as a driver of long-term investment value and capital allocation.

Stephanie holds a degree in Philosophy, Politics, and Economics from the University of Virginia.