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Panelist Bios for March 19, 2021 Asset Management Advisory Committee Meeting

Panel on ESG Subcommittee’s Potential Recommendations of December 1, 2020

Marisa Buchanan, JPMorgan Chase & Co 

Marisa is a Managing Director and Head of Sustainability at JPMorgan Chase & Co. In 

this role, she leads development and implementation of the firm’s sustainability 

strategy across its financing activities and operations. She plays an integral role in 

JPMorgan Chase’s efforts to manage environmental and social risks, and advise clients 

on ESG trends and industry best practices. She has also built the firm’s knowledge and 

leadership on climate change and carbon disclosure, and leads the firm’s efforts on ESG

reporting, and stakeholder and policy engagement. She is based in Washington, DC. 

Marisa has nearly 20 years of experience working at the nexus of business and the 

environment. Prior to joining JPMorgan Chase in 2012, Marisa was a research analyst at 

Bloomberg, where she focused on assessing the impacts of U.S. policy developments on 

the electric power and oil & gas sectors. She also developed methane reduction projects 

in the mining and oil & gas industries with Verdeo Group. In addition to identifying and 

evaluating project development opportunities, she managed activities related to the 

certification of carbon assets, and served as the company’s expert on U.S. and 

international climate and energy policy. She also developed renewable energy and 

methane reduction projects with Econergy International, an independent power 

producer with assets in Latin America and the U.S., which was acquired by GDF Suez. 

She began her career with the Surdna Foundation’s environmental team, providing 

grants to nonprofit organizations supporting sustainable forestry, smart growth, 

renewable energy and marketbased solutions to climate change. 

Marisa received a B.A. from Wellesley College and a M.P.A. from Columbia University’s 

School of International and Public Affairs. 

Jill Blickstein, American Airlines 

Jill Blickstein is the Head of Environment, Social and Government (ESG) at American 

Airlines. In that role, she is responsible for the company’s sustainability strategy, ESG 

reporting and ESG stakeholder engagement. Jill joined the company in 2019 after 

several years at JPMorgan Chase, where she led the firm’s $100 million investment in 

Detroit’s economic recovery and its corporate responsibility reporting. Previously, she 

served as Chief of Staff at the U.S. Office of Management and Budget and worked on 

public policy issues at mortgage lender Fannie Mae. Jill graduated from Duke University 

and has a Master’s degree in public policy from the Kennedy School of Government at 

Harvard University. She is a member of the board of directors of Henry Street 

Settlement, a leading nonprofit social services provider in New York City’s Lower East 

Side.
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Yafit Cohn, The Travelers Companies, Inc.

Yafit Cohn is Vice President, Chief Sustainability Officer and Group General Counsel at 

The Travelers Companies, Inc., where she is focused on developing the company’s 

environmental, social and governance (ESG) engagement and communications 

strategies, as well as executing on broader, strategic company initiatives. Since joining 

Travelers in September 2017, Yafit has helped guide the company through the evolving 

ESG landscape and has led the company’s effort to produce its first (and subsequent) 

comprehensive and integrated sustainability reports, including reports aligned with the 

Sustainability Accounting Standards Board (SASB) standards for the insurance industry 

and the recommendations of the Task Force on Climate-related Financial Disclosures 

(TCFD). Yafit chairs Travelers’ ESG Committee, serves on the company’s Disclosure 

Committee and is the first Chair of the Society for Corporate Governance’s Sustainability 

Practices Committee. In 2019, Yafit was named on the list of 2020 Insurance Executives 

to Watch by Risk & Insurance. 

Before joining Travelers, Yafit was Counsel in Simpson Thacher’s New York office and a 

member of the Public Company Advisory Practice, where she advised public companies, 

corporate management and boards of directors on a broad array of issues pertaining to 

securities law and corporate governance, including SEC reporting and disclosure 

requirements, shareholder proposals, the impact of proxy advisory firms, and responses 

to formal and informal SEC inquiries. Prior to that, Yafit spent nine years as a litigator at 

Cahill Gordon & Reindel, focusing primarily on securities litigation and government 

investigations. Yafit has been a prolific writer and speaker on disclosure and corporate 

governance matters, as well as a frequent commenter in the press.

Yafit has a Juris Doctor degree from Columbia Law School, where she was a Harlan Fiske 

Stone scholar, and a Bachelor of Art degree in Political Science, summa cum laude, from 

Columbia College.

Richard F. McMahon, Jr., Edison Electric Institute

Richard McMahon is Senior Vice President, Energy Supply and Finance for the Edison 

Electric Institute. In this capacity, Mr. McMahon leads industry activities on clean 

energy supply including natural gas, renewable energy and energy storage. He also 

leads the industry’s Wall Street activities including the EEI ESG Template Initiative, the 

tax reform issue, accounting and energy derivatives. 

In this role he has testified before the United States Congress as well as federal and 

state regulatory agencies and commissions. He has written extensively on electric 

generation, power markets and industry finance topics. He is a guest lecturer at 

Georgetown University on these topics. 
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Prior to this, Mr. McMahon held a variety of management positions at EEI, including 

directing EEI’s state-level legislative and regulatory advocacy program. Mr. McMahon 

was the founder of the EnviroTech Venture Capital Fund, capitalized at $52 million. 

Prior to joining EEI, Mr. McMahon worked in management positions at the National 

Association of Securities Dealers in the NASDAQ Stock Market. 

Mr. McMahon holds a M.B.A. degree in Finance from the George Washington University 

in 1987 and a B.A. degree from Duquesne University in 1983. He completed the 

Stanford University Graduate School of Business Executive Program in Leadership in 

2007. He also completed the Center for Creative Leadership Program in 2013. 

He resides with his wife in Northern Virginia where they raised three children.

Sandy Boss, BlackRock

Sandra Boss, Senior Managing Director, is Global Head of Investment Stewardship for 

BlackRock and a member of BlackRock's Global Executive Committee. She is responsible 

for leading BlackRock Investment Stewardship in all its activities as it engages with 

companies to promote effective governance and create value for clients.

Sandy is a former senior partner at McKinsey & Co. focused on financial institutions, 

capital markets, and risk management in Europe and the United States. She served at 

the Bank of England as an external member of the Prudential Regulation Committee and 

the senior independent member and risk committee chair of the Board that oversees 

the system used to make high-value payments and implement monetary policy. Sandy 

also has served as non-executive director at two public companies: Elementis Global and 

Enstar Group.

At McKinsey, Sandy was a strategic advisor to executives and boards of global 

companies in banking, insurance, asset management, financial technology and a wide 

range of other industries. She joined McKinsey in 1994 and was elected Partner in 2000 

and Senior Partner in 2004.

Sandy has held several other advisory and non-executive roles. She was a member of 

the Cross Border Resolution Working Group of the Institute of International Finance's 

Special Committee on Effective Regulation. She was also a Trustee for the McKinsey 

Master Retirement Trust and Chairman of the Edith Wharton Restoration charity.

Sandy received an MBA from Harvard Business School in 1994 and a BA from Stanford 

University in 1989, majoring in American Studies and Economics. Prior to joining 

McKinsey, she worked for Merrill Lynch and Company and Trammell Crow Company.
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Carolina San Martin, Wellington Management

A. Carolina San Martin, CFA, is Managing Director and Director, ESG Research at 

Wellington Management. Ms. San Martin leads Wellington’s ESG Research team and 

oversees the firm’s ESG research and stewardship activities, including our company 

engagement and voting efforts. Through her research responsibilities covering the 

energy sector, she also collaborates closely with investors across the firm to identify and 

assess ESG risks and opportunities in client portfolios and to engage with portfolio 

companies on ESG issues. She is also the secretary of the firm’s Investment Stewardship 

Committee. 

Ms. San Martin earned her master’s degree in international economics, specializing in 

finance, from the Johns Hopkins University School of Advanced International Studies 

(SAIS) and holds a BA in international relations, magna cum laude, from Brown 

University. She also holds the Chartered Financial Analyst designation.