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Tamara Close, CFA

Tamara is the Founder and Managing Partner of Close Group Consulting, which is global boutique ESG strategy and due diligence advisory firm for financial and capital markets. She was previously the Head of ESG Integration for KKS Advisors, a global ESG Advisory firm, and spent 10 years in senior leadership roles within the risk and public markets investment groups of PSP Investments. She has over 25 years of combined experience in capital markets and ESG strategy and has held various front office investment management positions for the Bank of Montreal and Credit Lyonnais in the global derivatives and foreign exchange markets. She was also the head of research and risk for Structured Asset Management, a fixed income asset management firm in Montreal.

Tamara is a Board director for Valeo Pharma, a publicly traded pharmaceutical firm, and for Evovest, an investment management firm using artificial intelligence and evolutive learning techniques to manage investment portfolios.

Tamara holds the Chartered Financial Analyst (CFA) certification, is a member of the ESG Technical Committee for CFA Institute, and is a council member of the Canadian Advocacy Council for CFA Societies Canada. 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, 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.