Financial Impact & Investment Strategist

Service Description

I take a partnership approach. I seek to journey with you as you explore the menu of options for marrying your passions (what you care about) with creative impact investment/philanthropic strategy. I thrive in aligning your interests and your resources, to bring that tangibly into the world from the ground up. Services can include: strategic partnerships, portfolio strategy, internal processes, due diligence, pipeline development, impact thesis, advisory board and investment committee development, technical expertise, etc. If you or your organization is in a position of having a social impact intention and resources to put behind that, I’d love to help you bring it to life. I love helping people/organizations find the fulfillment and joy in navigating the ambiguity and many possible paths one can take in that early stage of portfolio, fund, and foundation launch.