FOSS & COMPANY SPOTLIGHT: KIMBERLY CARLINI, SENIOR VICE PRESIDENT OF INVESTMENTS

Foss & Company is comprised of a group of experienced professionals, representing the best in class within their respective fields. In this blog series, we highlight different Foss & Company team members to shine a light on the diverse and dedicated people that help make us who we are.

As the Foss & Company team continues to grow, we have brought on new colleagues who will help us cultivate a top company culture and help us create an impact on the tax equity market. Kimberly Carlini joined the Foss & Company team in April of this year to help us do just that. As Senior Vice President of Investments, she leads the team that focuses on raising equity capital from our investors for Foss sponsored ESG friendly investments in state and federal Funds that generate transferable tax credits, cash flow, and other economic benefits.

Prior to joining Foss and Company, she enjoyed over 20 years at JPMorgan Chase, initially as a Chief Financial Officer for Global Fixed Income where she advised business executives to improve profitability through expense, risk and capital management. Kimberly later directed a 150-person Middle Market banking organization covering nearly 5,000 relationships and finally led a global 450-person Credit Risk team responsible for managing over $110B in credit commitments through a six-year period of transformation.

Kimberly spent the first years of her career employed by KPMG LLP, where she managed audits for government, non-profit, healthcare, university and manufacturing clients, applying her certification as a public accountant (CPA). Kimberly earned her MBA from Kellogg-Northwestern University, where she focused on Finance, Management & Strategy and Analytical Consulting.  She is based out of our Chicago office.

 

Get to know Kimberly in the latest Spotlight Series blog:

 

How did you get started in the finance industry?

I was working in public accounting, auditing companies in an array of industries, when I had an itch (as many auditors to) to go work directly in corporate America and specifically in finance.  Banc One Capital Markets welcomed me into their Asset Backed Conduit group, where I got my first exposure to securitized products and was fascinated by these alternative methods of financing.

 

What interested you about the industry?

The array of financial products and the solution-oriented practice of customizing products to address client needs intrigued me, but the dynamic nature of the landscape and being surround by exceptionally talented people kept me in the industry for over two decades.  It did not take me long to appreciate how essential the financial industry is to the universe and that a company's financial advisors are key to their success. That responsibility energized me.

 

What is a piece of advice you would give others who would like to get started in this industry? 

Be open to change – both in the environment and in your own job.  The industry is dynamic and when the tides turn (new laws, changes in rates or other commercial elements), financial firms and their employees must shift to address whatever new needs or opportunities arise.  That’s the beauty of the industry, so don’t fight it – embrace it as change offers opportunity!

 

What interested you about Foss & Company and tax equity investments?

Foss is a unique blend of history and innovation.  Foss’s unmatched history in tax credit investments gave me the confidence in its ability to serve clients and execute, while Foss’s expansion into renewable energy and the business overall shows promise that the company is not standing still and is investing in new capabilities.  The Foss mission allows me to continue my career in finance while fostering positive social and environmental impact by helping clients invest strategically and responsibly.

 

Any other insights you would like to add?

I would just wrap up by emphasizing my excitement for this new chapter in my career.  I look forward to future reporting on many impactful projects. Stay tuned!

Those that are interested in contacting Kimberly can email her at [email protected] or connect with her on LinkedIn.