Our Story

In 2011, Thomas H. Stoner Jr., a seasoned energy entrepreneur, and Dr. David Schimel, a leading climate scientist, founded a research organization to advocate for the use of global capital markets as a critical solution to climate change. In undertaking the onerous task of writing a book that reflected on his years of experience as an international renewable energy entrepreneur and environmental advocate, Tom Stoner sought an in-depth analysis of global energy consumption. To aid in his analysis of the world’s energy use and its impacts on the environment, he engaged a group that was building upon the work of Donella Meadows and the Club of Rome to construct a robust climate science model that would help him tie the climate system to economic and financial systems.

Tom Stoner published his research and analysis in his book, Small Change, Big Gains: Reflections of an Energy Entrepreneur. At the heart of Small Change, Big Gains is the discovery that: It is possible to stabilize rising global temperatures and remain under global temperature targets set by the international community if capital is deployed to limit large scale systemic risk typically associated with climate changeWith the scientific data confirming their assumptions the next step was clear.

Tom Stoner and Dr. David Schimel convened a group of leading climate experts and financial professionals to launch Entelligent®. Its mission: To align capital markets with the needs of the 21st century and in particular, the systemic risks of climate change. 

Entelligent hired a sophisticated team of data scientists to develop, test and validate the Smart Climate® methodology. Using big data, artificial intelligence and systems dynamics modeling, the team created a technology that allows investors to account for systemic macro-risks, like climate change, in order to improve risk-adjusted returns.

Entelligent continues to meet this objective by partnering with the likes of the United Nations Joint Staff Pension Fund (UNJSPF) to generate a custom data stream to assist in security selection using a suite of E-Score® products. Also, Entelligent’s data partnership with a globally recognized financial information provider and the roll out of a portfolio analyzer will allow wealth managers and family offices to measure the financial and environmental performance of public funds. Entelligent continues to grow and work with a dedicated team of experts and in collaboration with commercialization partners to validate and expand the Smart Climate methodology and suite of products.

Entelligent Staff

Thomas H. Stoner, Jr.

and CEO

Mr. Stoner is the executive leader and serial entrepreneur with a deep understanding of energy, sustainability, capital markets and global economics.

He co-founded 3 companies and served as Chief Executive Officer of two public companies. His leadership experience includes financing and building renewable energy projects worldwide and leading the London AIM IPO of Econergy International Corporation, the first 100% exclusively renewable energy company and the largest owner of carbon credits.

Mr. Stoner is also a published author contributing to publications including Barron’s and CNBC, and has been an invited speaker at the National Academy of Science, USAID, and the University of Colorado Boulder.

Education: B.A. from Hampshire College. Masters of Finance and Accounting from the London School of Economics.

Dr. Mark Labovitz

Director of Computational Strategies

Dr. Mark Labovitz is an expert in quantitative methods as applied to business problems.

Dr. Labovitz has more than 45 years of experience performing data analysis including as a physical scientist researching various earth science processes and a lead analyst and researcher for Thomson Reuters and wealth management firms.

He has published over 35 articles covering science, engineering, statistics and business and has served as an adjunct faculty member at Regis University, University of Colorado Denver, and University of California, Berkeley

Education: Ph.D. in geomathematics emphasizing spatially based analyses. Ph.D. in Applied Mathematics with an emphasis on statistics and optimization. M.B.A. from the Wharton School of the University of Pennsylvania, emphasis on strategic planning.

Dr. Ao (Morgan) Teng

Senior Data Scientist

Dr. Ao Teng is a Senior Data Scientist. He is passionate about clean energy, data science, investment.

Morgan brings a wealth of experience in the energy commodity and futures markets -- including half a decade developing quant-based trading strategies. Morgan has a PhD in physics from the University of Tennessee, a bachelor’s degree in applied physics from Nanjing University of Aeronautics and Astronautics.

He is currently a CFA Level II Candidate and a member of the IEEE Power and Energy Society.

Col. Barry


Col. Barry Baer is a seasoned executive and CPA with over 50 years of operational, managerial, and financial experience in the public and private sector.

Col. (retired) Baer’s US Army service includes commanding combat troops in Vietnam, an airborne finance brigade in the First Gulf War, a finance and accounting battalion in Germany and service as the Director of Army Accounting Systems. As a civilian, Baer has extensive experience as a fractional Chief Financial Officer, Secretary, and Treasurer of public, private, and not-for-profit entities.

Education and Military awards: B.S.in Business and M.B.A. from the University of Colorado Boulder. Graduate of the Army Command & General Staff College and the Army War College.

Military awards: Bronze Star (with V device), Combat Infantryman’s Badge and the Army Parachute Badge.

Jake Hawkesworth

Head of Technology

Jake Hawkesworth is an experienced leader in data-driven analysis and a strong a background in data engineering, entrepreneurship, and Information Technology strategy.

Mr. Hawkesworth leads the technical team, using major data science tools and scalable computing techniques to develop the Smart Climate® data platform. His career includes project management for a number of entrepreneurship education organizations.

Education: M.A. of Public Policy with a focus in Quantitative Research Methods from the University of Massachusetts, Amherst. B.A. Entrepreneurship/Entrepreneurial Studies from Hampshire College. Data Science Immersive (DSI) Fellowship program at Galvanize.

Yue Fan

Financial Engineer

Yue Fan is a financial engineer with 3+ years of experience in the Quantitative and Financial field.

Having worked in Morgan Stanley and REZI in various capacities, she is expertly skilled in using machine learning to perform complex financial computations, valuations and simulations. She has a background in trading, research and investment.

Yue has a Master of Science in Financial Engineering (Quantitative Finance) from Columbia University and a Bachelor of Science in Mathematics an Applied Mathematics from Fudan University.

Dr. Pooja Khosla

of Client

Dr. Pooja Khosla is an econometrician and data scientist with extensive experience in data analysis, predictive modeling, econometrics, statistics, microfinance, and mutual fund analysis.

Dr. Khosla is one of the inventors of the patented Smart Climate® technology. She brings her international background in finance, academia, predictive modeling, and statistical software platforms to the company, leading product and client development. She has published articles and papers in trade journals including Pensions & Investments, CFA NYC, and Morning Consult.

Education: B.S. in Economics and Mathematics and M.S. in Econometrics and Quantitative Economics from the University of Rajasthan. M.S. and Ph.D. in Economics from the University of Colorado Boulder.


Data Engineer

Nathan James is a skilled data engineer with design, engineering and project management background.

Mr. James supports the development of technology from research to application. He has experience in both the tech and renewable industry working for Tesla as a residential solar power designer. He also helped design the customer-focused delivery program enabling Tesla to scale to a mass-market, factory-to-consumer car manufacturer.

Education: B.S. in Mechanical Engineering from University of Colorado Denver (minored in Computer Science). Data Science Immersive at Galvanize (Denver).

Will Stauffer-Norris

Data Scientist

Will is a data scientist with a passion for finding solutions to the climate crisis.

During his career, Will has conducted environmental research, worked at a vertical farming startup, shot photos for National Geographic, interviewed a US President, and programmed neural networks for hydrologic prediction.

Will holds a B.A. in Environmental Science from Colorado College, graduating cum laude, and is a graduate of Lambda School for Data Science.

Dr. Elliot

Head of Data Science

Dr. Elliot Cohen is an experienced data scientist specializing in machine learning, statistical modeling, data analytics, and experimental design.

Dr. Cohen brings 12 years of experience in energy modeling and 6 years as a practicing data scientist at tech startups that have gone on to successful exits. He is also a former Fulbright Scholar and Fellow of the National Science Foundation.

Education: Ph.D. (Environmental Engineering), University of Colorado Denver. Two-years of postdoctoral experience at the Earth Institute of Columbia University. B.S. (Mechanical Engineering), University of Maryland College Park. M.S. in Civil and Environmental Engineering from University of Colorado at Denver.

Seann Stoner

Director of Business Development

Seann Stoner is a founding member of Entelligent specializing in climate science, climate finance, and institutional sales.

Mr. Stoner helped develop a new set of portfolio level carbon metrics to evaluate climate risk, building upon the work done by the Task Force for Climate-related Financial Disclosures (TCFD). He is committed to helping the company create market-based solutions for greater positive social and environmental impact.

Education: B.A. from Hampshire College and M.A.S. in Climate Science and Policy from the Scripps Institution of Oceanography at University of California San Diego. Micro-M.B.A. from the Rady School of Management at University of California San Diego. Sustainable Finance Foundation Course from the Smith School of Enterprise and the Environment at the University of Oxford.

Wendy Bagger

Administrative Assistant

Wendy brings 18 years of administrative skill and 12 years of coaching expertise in the financial sector.

She provides administrative support to our office personnel and works closely with our leadership team handling clerical duties, coordinating calendars, and organizing meetings and company files.

Wendy has a Master of Fine Arts from the Ohio State University, Bachelor of Arts from University of Nevada Las Vegas.

Amer Khan

Head of European Client Development

Amer Khan is a capital markets professional with over 25 years experience of working cross-functionally within the European banking and financial institutions sector and as an entrepreneur.

Mr. Khan spearheads the company’s continued growth across Europe using his experience in the region as both an investment banking corporate financier and corporate broker. He has a keen passion for sustainability and technology and has led numerous IPOs, secondary fundraisings and M&A transactions in both the public and private markets.

Education: UK Securities and Futures registered, qualified ACA, and BSc with entrepreneurial experience in the sector.

Filippo Radice Fossati

Analyst & Relationship Manager

Filippo Fossati is a skilled professional with research and management experience using financial modeling, cost-benefit analysis, remote sensing and ArcGIS in the fields of climate change and renewable energy.

Mr. Fossati has several years of experience in the renewable energy industry as a Regulatory and Market Analyst and Operations Assistant. He also worked with WILDCOAST and Scripps Institution of Oceanography to launch a blue carbon stock assessment scientific campaign and research natural solutions to mitigate the impacts of climate change in Southern California.

Education: B.S. degree in Environmental Science from Universita' degli Studi di Genova, Italy. M.S. in Environmental Economics and Policy from the Universita' degli Studi di Torino, Italy. M.A.S. in Climate Science and Policy from Scripps Institution of Oceanography at University of California San Diego.

Laurie Greenwood

Director of Communications

Laurie Greenwood is an accomplished business operations and administration professional specializing in operations, resource management, communications, and project management.

Ms. Greenwood is responsible for coordinating internal and external resources for the execution of Entelligent’s business strategies. She has worked in the sustainability and technology fields in operational and leadership roles for both private and public companies.

Education: B.S. in Business Management from University of Illinois at Chicago.

Nana Yaa Asante

Client Relationship Administrator

Nana Yaa Asante-Darko has an extensive quantitative and qualitative skills and research background in ESG, climate change and the SDGs.

Ms. Asante-Darko works to ensure that all client-related budgeting, scheduling and coordination processes run smoothly. She supports the sales team in meeting established goals, client-oriented product development, and she provides valuable market research. Her background includes publishing, academia, and working briefly in the energy sector.

Education: Certified Sustainability Practitioner and an Affiliate of the Association of Certified Chartered Accountants. M.S. in Finance from the University of Colorado Boulder. B.S. in Business Administration with an Accounting Major, from the University of Ghana.

Board of Directors

Dr. DavidSchimel

Board Member

Chairman of the Board of Entelligent and Senior Research Scientist at NASA Jet Propulsion Laboratory. 30+ year career working in top research positions and leadership roles in carbon cycle climate interactions and global climate modeling. Dr. Schimel received the Nobel Peace Prize in 2007 for his work as the IPCC Convening Lead Author. He is a graduate of Hampshire College (B.A.) and Colorado State University (Ph.D.).


Board Member

Member of the Board of Entelligent and the Founder and CEO of Just Good Advice -- technology delivering automated, conflict-free investment advice. Mr. Tanner has over 20 years of experience in the management and display of critical financial information including growing Wall Street on Demand, Inc. into the leading provider of custom cloud based, software as a service and multi-provider web-solutions for the brokerage sector. Mr. Tanner is a graduate of Haverford College (B.A.) and Harvard Business School (M.B.A.).


Board Member

Member of the Board of Entelligent and Associate Director of the School of Global Environmental Sustainability of Colorado State University. Mr. Backlund has 25+ years of working in leadership positions within multiple large science focused research institutions with a particular focus on interdisciplinary Earth system science. Mr. Backlund is a graduate of the University of New Mexico (B.A.) and George Washington University (M.S.).

Dr. James

Board Member

Member of the Board of Entelligent, Dean of Arts and Sciences and Professor of Geological Sciences at University of Colorado Boulder. He has spent the last 30+ years working in academia as a lead administrator and professor. Dr. White is a graduate of Florida State University (B.S.) and Columbia University (M.S., M.Phil., and Ph.D.).


Board Member

Chairman of the Finance Committee for the Board of Entelligent and Co-Founding Partner at Wexford Capital Partners, LLC. He has spent the last 30+ years working in corporate finance, investment banking, and private equity, with extensive valuation and transaction structure experience. Mr. Barnett is a graduate of the University of Michigan (B.S. and M.B.A.).


Board Member

Member of the Board of Entelligent and General Partner of New West Capital Partners. He has 45+ years of working in numerous private and public enterprises of various sizes and phases in the venture capital and private equity financial services space. Mr. Winter has received numerous awards and recognitions for his public service. Mr. Winter is a graduate of the University of Colorado Boulder (B.S. and M.S.).


Board Member

Member of the Board of Entelligent and Co- Founding Partner of LHA. Mr. Heilshorn has spent the last 30+ years working in investor relations and capital markets advisory with substantial experience in financial disclosure, market intelligence, strategic and crisis communications, investment thesis formation, analyst and shareholder relations, accessing the capital markets, and financial media relations. Mr. Heilshorn is a graduate from Lawrence University (B.A.).


Board Member

Member of the Board of Entelligent and the CEO & Founder of Service Academy Capital Management, LLC (SACMGT) - a majority veteran-owned and operated investment firm focused on advising Ultra High Net Worth Clients on their investments. Mr. Sears’ career includes Managing Director at Barclays Wealth America, Global Co-Head of Distribution, and Product Development for Alternative Investments at Lehman/Neuberger Berman, and Investment Advisor at Goldman Sachs, Merrill Lynch, and Lehman Brothers. Mr. Sears served with distinction in the United States Navy and participated in Operation Desert Shield, Operation Desert Storm and various other operations overseas. Mr. Sears holds an M.B.A. from Columbia Business School and B.S. in Economics from the U.S. Naval Academy.

Dr. Wanda

Board Member

Member of the Board of the Entelligent and Chairman of the Risk and ESG committee. She is a seasoned global business executive with extensive operational expertise and experience in driving enterprise valuation through ESG, incorporating ESG risk into enterprise risk. Dr. Lopuch has international business experience in China, Russia, EU, and Latin America and is a graduate of the University of Technology, Wroclaw Poland (B.A., M.S.) and Marquette University (Ph.D.).


Board Member

Member of the Board of Entelligent and CEO of Trillium Asset Management. He has spent the last 30+ years working in financial services and equity research with a specialty in technology, emerging markets, and sustainable finance and was the first Sell-side Analyst in the United States to publish on the topic of socially responsible investing in 1994. Mr. Patsky is a graduate of Rensselaer Polytechnic Institute (B.S.).