With expertise in the financial services, sustainable investing, and technology sectors, as well as the emerging realm of financial technology, Lois provides research and analysis on legislative, regulatory, and market activity in those sectors. She also plays an impactful role in preparing the leadership team with materials to aid advocacy and coalition-building efforts and supports the firm’s business development efforts as well.
Prior to joining Mindset, Lois worked in the university development and corporate philanthropy team at the University of California, Berkeley, as well as the financial services department of the California State Teachers’ Retirement System.
Lois received a BA in Political Science from the University of California, Berkeley.
Lois’s hidden talent: She is an accomplished cello and piano player.