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Joe Holman

Principal


Joe Holman has 25 years of experience in financial services, which includes providing ESG integration, monitoring, and support services for investment managers and operating companies.

He is a seasoned ESG specialist who has advised over $30 billion of AUM on the benefits of responsible investment & corporate social responsibility. His experience includes; crafting responsible investment policies, CSR policies, developing diversity, equity & inclusion (DEI) workplace strategies, and recommending pathways to net-zero carbon emissions. Before joining Withum, founded an ESG Advisory firm, a PRI signatory, and worked with credit, real estate, private equity, and hedge funds. Prior experiences also include establishing a boutique fund administrator, Columbus Avenue Consulting. Before Columbus, he began his career as an audit partner at Rothstein, Kass & Company PC (merged with KPMG in 2014).

Joe is a New York CPA, a SASB FSA Credential Holder, and has obtained his GRI Standards Certification. He holds a BSBA, Clarion University of Pennsylvania, a Master in Business Administration, Rutgers, the State University of New Jersey, and a Certification in Sustainability Analytics, Columbia University in the City of New York.