Foss & Company Names New Senior Vice President of Investments

Kimberly Carlini will be joining senior management to further enhance Foss & Company investment team’s efforts

San Francisco, CA – April 5, 2022 – Foss & Company, a leading institutional investment fund sponsor, has announced the hiring of Kimberly Carlini as Senior Vice President of Investments. The hiring further strengthens the firm’s senior team, which continues to uphold Foss & Company’s nearly 40-year tradition of excellence in the tax credit investment marketplace. 

“We are lucky to bring someone as high caliber and experienced as Kimberly on board,” said George Barry, President, Foss & Company. “She is not only a great asset to us as a company, but also brings with her huge credibility in corporate America and in the financial industry.” 

Carlini will be leading Foss & Company’s investment team. The team focuses on raising equity capital from investors for Foss-sponsored ESG-friendly investments in both state and federal Funds, generating transferable tax credits, cash flow, and other economic benefits.  

“It’s a great honor to be working for a leader in the tax credit industry, particularly because the work they do is strategic and conscious,” said Carlini. “Foss & Company is furthering the global movement toward sustainability by delivering environmentally and socially beneficial tax credit investments to the private sector.” 

Prior to joining Foss & Company, Carlini 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. Carlini 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. 

Carlini earned her MBA from Kellogg-Northwestern University, where she focused on Finance, Management & Strategy and Analytical Consulting.  She is based out of Foss & Company’s Chicago office. 


About Foss & Company 

Founded in 1983, Foss & Company is a national tax equity investor and fund sponsor that has deployed nearly $8 billion in tax equity on behalf of insurance, banking, and other large corporate clients into a myriad of tax credit enhanced transactions including historic rehabilitation projects, renewable energy and advanced energy production facilities. Foss & Company is a full-service advisor with proven expertise in helping our partners navigate the world of tax equity investments. For additional information, visit