OpenInvest was started in 2015 by Conor Murray and Phil Wei, who met building financial systems for the world’s largest hedge fund, Bridgewater Associates. They founded OpenInvest to merge their personal interests in global causes like climate change and equal rights, with their professional skills in constructing advanced, customized investment strategies.
Shortly after, they teamed up with Josh Levin, a sustainable finance expert from the world’s largest environmental organization, the World Wildlife Fund. With backing from Y Combinator, Silicon Valley leaders Andreessen Horowitz, and impact investing experts, they set out to mainstream socially responsible investing and make shareholder participation an easy, everyday part of activism.
OpenInvest is the world’s first automated investment advisor that builds your personal investment portfolio based on the causes you care about. Our mission is to make responsible investing easier than ever, while bringing honesty and transparency to financial services. We want people who care about issues like Climate Change, Deforestation, and LGBTQ rights to easily plan for their future, and maximize their impact, without having to sacrifice performance.
Carrie has been crunching numbers as a data scientist and statistical consultant for a decade. She has turned messy info into insights for financial technology startups, market research firms and government agencies. She is passionate about diversity and inclusion in the workplace and prioritizing funding for renewable energy sources.
Conor has spent more than a decade in finance and financial technology, including as an investment banker at Morgan Stanley and ultimately leading teams of engineers in architecting, designing, and building next-generation investment systems at Bridgewater Associates, the world’s largest hedge fund. Conor served as a senior technologist and was responsible for the technology behind the firm’s automated portfolio construction and management, risk control systems, position management, trade pacing, and analytics, which optimized investments across all the firm’s funds and dozens of separately managed accounts totaling more than $150 billion. Conor graduated from MIT with a degree in Math and Computer Science.
Haley has worked in a variety of international development and public service roles, including microfinance in Honduras, nursery school teaching in Tanzania, and broker-dealer analysis at the U.S. Securities and Exchange Commission. She currently serves on the board for Firestarter, a social enterprise incubator operating in Somaliland and Houston. She is passionate about racial justice organizing, particularly in eliminating state terror and mass incarceration.
Hamza is a veteran web developer, having built dozens of big projects from scratch over his 19 year career. Hamza is passionate about using technology to make a positive impact, and is hopeful that OpenInvest can help bring more attention (and funding) to combating climate change.
Josh joins the team after a decade in sustainable finance, including the last six years at the World Wildlife Fund (WWF), the world’s largest environmental organization, where he managed the Sustainable Finance Program. His experiences include having authored numerous reports and articles (including, among other widely used frameworks, The 2050 Criteria: Guide to Responsible Investment in Agricultural, Forest, and Seafood Commodities), developed new financial products in public and private equities, spoken at dozens of conferences, led partnerships with UNPRI and other global bodies, helped broker the historic BEI Soft Commodities Compact with a dozen of the world’s largest banks, and helped develop widely utilized ESG data scoring systems for public equities. In the past, Josh has also worked with Root Capital, where he expanded the impact lending portfolio to Southern Africa; the Rainforest Alliance, where he created the new pricing and business model; and Conservation International, where he, as a much younger man, tracked tigers and other endangered species in the Cambodian jungle. He holds a BA from Harvard and an MBA from NYU Stern, where he was a Reynolds Fellow in Social Entrepreneurship. Josh is passionate about racial justice, deforestation, ethical supply chains, and animal welfare. This reflects his activist start working on mass incarceration, private prisons, and prisoner rights in the 90's, and his professional career over the past 10 years in the environmental movement.
Phillip Wei has designed and built automated trading systems for some of the world's largest hedge funds, including Bridgewater Associates and Blue Mountain Capital. He was responsible for the first use of Linux and C++ at Bridgewater, working with a senior trading analyst to build the platform used to trade all equities and futures. His systems enabled Bridgewater to trade more than 100 times the volume it could handle on its previous platform, eventually totaling billions of dollars a day and supporting Bridgewater’s growth into the world’s largest hedge fund. He then developed and built out a quantitative trading platform at Blue Mountain Capital designed to execute many simultaneous strategies. Phillip went on to co-found Deliveroo, an international food delivery startup, which is now valued over US $1 Billion. Phillip holds a BSE in Computer Science from Princeton University.