mountains search calendar close arrow-bold-left arrow-bold-right arrow-bold-top arrow-bold-bottom arrow-bottom arrow-bottom2 arrow-left arrow-right carbon-emissions dakota deforestation end-gun end-tobacco ethical-supply fossil-fuels gmo gun lgbtq prison refugees slaughterhouse support-women thumb-down thumb-up tobacco trump plus playbtn encrypt
About
OpenInvest

Our Story

OpenInvest is a Registered Investment Adviser and Public Benefit Corporation leveraging technology to provide a next-generation impact investing solution. Our easy and elegant Separately Managed Account platform seamlessly creates low-cost investment portfolios tailored to the causes clients cherish most, while tracking market indices. OpenInvest then delivers in-depth impact reporting, dynamic divest-invest activity, easy shareholder engagement, and more.

Mission

OpenInvest is dedicated to using technology to bring honesty and transparency to financial services, while making socially responsible investing accessible to everyone.

Investors


Advisors

Ciara Burnham
Ciara Burnham QED · Evercore

Erika Cramer
Erika Cramer CANY Capital · Silver Lane Advisors · US Trust

Gail Klintworth
Gail Klintworth Old Mutual · Unilever · SYSTEMIQ

Ben Silbermann
Ben Silbermann Pinterest · Google

Kate Starr
Kate Starr Flatworld Partners · Heron
Foundation

Jane Bulnes-Fowles
Jane Bulnes-Fowles Veris Wealth Partners · Lean Enterprise Institute

Adam Gromis
Adam Gromis Goldman Sachs · Imprint Capital Advisors

Stuart Davidson
Stuart Davidson Sonen Capital · Labrador Ventures

Raaid Ahmad
Raaid Ahmad Facebook · Weebly · Bridgewater

Memberships


Team

Conor Murray
Conor Murray CEO, Co-Founder LinkedIn_icon

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.

Josh Levin
Josh Levin CSO, Co-Founder LinkedIn_icon

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.

Phil Wei
Phil Wei CTO, Co-Founder LinkedIn_icon

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.

Jimmy Sun
Jimmy Sun VP Engineering LinkedIn_icon

Jimmy brings over 10 years of experience in technology management and finance, most recently at SoFi, where he led a team focused on increasing the efficiency of the loan origination process. Using automation and effective orchestration of human workflows, his team improved the time it took SoFi to originate a loan by 3 days, and helped improve the unit economics of SoFi’s loan products by 5x. Before SoFi, Jimmy worked at Clara Lending, a mortgage lending startup, where he again built systems and software, to improve the consistency, efficiency, and customer experience of the mortgage origination process. Jimmy originally met the OpenInvest team at Bridgewater Associates, where he helped build Bridgewater’s first full-automated algorithmic trading platforms in equities, futures, and FX. Jimmy graduated from Harvard University with a joint concentration in Computer Science and Economics.

Claire Veuthey
Claire Veuthey Head of ESG LinkedIn_icon

Claire has worked to help investors better integrate environmental, social and corporate governance (ESG) factors into their decisions for the last decade. She has held research, investment, product development, and business development roles in London, Toronto, Singapore, Amsterdam, and San Francisco. Before joining OpenInvest, she led the Wells Fargo Social Impact Investing team’s ESG research and corporate engagement work. Claire also served as an advisor to the Sustainable Accounting Standards Board during its inaugural year, and was part of the first cohort to earn the FSA (Fundamentals of Sustainability Accounting) credential. Claire is currently pursuing her MBA at Berkeley-Haas, where she was awarded a Dean's Fellowship. She holds an M.A. From King’s College London and a Licence from the Graduate Institute of International and Development Studies in Geneva.

Hanu Kunduru
Hanu Kunduru Senior Software Engineer LinkedIn_icon

Hanu has worked extensively across the areas of technology, finance and startups in various capacities over the past decade. Having been in the founding team of two technology companies before OpenInvest, he is a strong believer in the power of bringing together technology and business in solving the difficult problems facing the world today. He is passionate about inclusiveness and considers open & easily accessible education as the best medium for bridging the gap in society and making the world a better place. He volunteers at a non-profit organization 42 Silicon Valley, that is disrupting engineering education through an innovative university alternative program which is background agnostic and completely free to students from around the world at a large scale.

Neha Bhatia Ramdas
Neha Bhatia Ramdas Vice President of Sales LinkedIn_icon

Neha was previously the Global Head of Sales & Partnerships at Juntos. She has extensive experience in complex sales and sales management. Her prior experience within financial services spans Investment Banking, Private Equity and Asset Management. Neha holds strong global relationships within financial services specifically in United States, Latin America, Africa, South East Asia and South Asia. She has a Masters in Mathematics from Cambridge University (UK) and a Masters in Financial Mathematics from Columbia University (USA).

Alexandra Lyon
Alexandra Lyon Operations Manager LinkedIn_icon

Alexandra joins OpenInvest after spending over a decade working in middle and back office operations in the finance industry. Before joining, she led a team responsible for the valuation and maintenance of fixed income portfolios at a large investment manager in NYC. Over her career, she has been responsible for the reconciliation of client accounts, portfolio valuations, fixed income security masters, OTC trade documentation, managing teams and building and improving processes. She is excited to join the OpenInvest team to help make a positive difference, and is particularly committed to environmental issues and gun control.

Peter Etelej
Peter Etelej Senior Software Engineer LinkedIn_icon

Peter has worked on diverse sets of development and business teams in crafting solutions ranging from financial systems, business process automation, service integration, and ops tools. Most recently, Peter worked at Kenya's Central Bank where he was a lead developer on various software development and integration projects.

Aldo Okware
Aldo Okware Senior Software Engineer LinkedIn_icon

An interest in economics and business brought Aldo to OpenInvest, where he returns to fintech after spending three years managing an IT solutions provider. Previously, he worked on a mobile- and web-based betting and payments application and a micro-lending and saving solution. Aldo volunteers teaching Python to young governmental staff, but also enjoys watching TV, soccer and keeping up with current affairs.

Arnold Taremwa
Arnold Taremwa Software Engineer LinkedIn_icon

Arnold is a trained Geologist fond of the earth sciences with a love for building scientific computing systems that provide data driven solutions to everyday problems. OpenInvest is a company Arnold was excited to join to help build on the innovative financial solutions that guide people's thoughtful cause-driven investments.

Deepak Grover
Deepak Grover Senior Software Engineer LinkedIn_icon

Deepak has a master's degree in software engineering and has been working with startups for over five years now. He cares about climate change and equal rights for everyone. Being at Openinvest makes him feel empowered to help others invest with their values.

Femi Adetunji
Femi Adetunji Software Engineer LinkedIn_icon

Femi started with a degree in electrical and electronics engineering, but his passion for programming drove him to build desktop programs on his own with little training. He has worked on a learning management project for internal use that helps create career guidance for developers. Femi continues to contribute to open source projects while working at OpenInvest, which he decided to join because he wanted to be part of the team that solves social problems.

Imisioluwa Akande
Imisioluwa Akande Software Engineer LinkedIn_icon

Imisi, who holds masters degrees in computer science and information technology, is driven to build efficient, high quality solutions and processes. His passion for education and sharing knowledge led him to teach IT and develop a student platform for Massive Online Open Courses. He has also found the time to implement machine learning in a side project that helps classify news stories.

Isaiah Yemitan Rotimi
Isaiah Yemitan Rotimi Software Engineer LinkedIn_icon

Rotimi brings valuable experience managing the website for the Bank of Industry Nigeria to his work helping to maintain OpenInvest's frontend stack. His familiarity with how clients use online financial products joins his experience building full-fledged web applications from scratch as a developer and freelancer to constantly improve OpenInvest's designs and usability.

Issa Jubril
Issa Jubril Senior Software Engineer LinkedIn_icon

Issa is a multi-lingual developer who has worked on projects ranging from online voting platforms to partner marketplace data integrations to new open source education platforms. He has worked for both major software providers and local startups but when not working, he loves to travel and watch films.

John Klingler
John Klingler Director of Sales LinkedIn_icon

Prior to joining OpenInvest, John Klingler was an Account Executive at FactSet, an industry-leading data and analytics solution for investment professionals. He brings his passion for finance and technology to OpenInvest. John graduated cum laude with a degree in Finance from the University of Dayton.

Mac Erskine
Mac Erskine Software Engineer LinkedIn_icon

Mac joined OpenInvest to help drive a reduction in carbon emissions, deforestation, and the usage of fossil fuels as well as support equality in the workplace. He also loves coffee ice cream and long walks on the beach.

Mark Dickinson
Mark Dickinson Director of Sales LinkedIn_icon

Mark Dickinson is an industry veteran with nearly two decades of experience consulting for wealth management institutions, advising high net worth investors, and specializing in portfolio construction. Currently, Mark also serves as the Director-at-Large on the Board for the Financial Planning Association of San Francisco. Previously, Mark was the West Coast RIA / Family Office Consultant for Cohen and Steers and prior, represented Legg Mason Capital Management as well as Royce Funds, Western Asset Management under the Legg Mason umbrella. Mark retired from the US Navy after 20 years of active service as a Senior Chief / Diver. He received his Bachelor of Science Degree in Business from University of La Verne.

Michelle Deloison-Baum
Michelle Deloison-Baum Investment Associate LinkedIn_icon

Prior to joining OpenInvest, Michelle was an Investment Associate on the bonds and currencies teams at Bridgewater Associates, the world's largest hedge fund. Her macroeconomic research helped inform Bridgewater's trading systems, which manage $160B. Michelle graduated cum laude with a BA in Government from Dartmouth College.

Sophia Blistein
Sophia Blistein Operations Coordinator LinkedIn_icon

After graduating with a degree in organizational studies, Sophia joined OpenInvest as an intern and has taken on a variety of roles including marketing, customer support and HR. She joined to work for a company where supporting women in the workplace and helping to stop the American gun violence epidemic were a priority, and later helped to develop the Dakota Access Pipeline screen. When not working, she volunteers at the California Academy of Sciences.

Stefanos Marnerides
Stefanos Marnerides Quantitative Analyst LinkedIn_icon

Stefanos has a PhD in theoretical physics from Columbia University, NY, and BSc degrees in physics and mathematics from MIT, MA. Following his studies, he entered the world of finance as a senior researcher in a systematic hedge fund where he gained experience in algorithmic portfolio construction, risk management, optimization and strategy evaluation in global futures, FX, commodities, fixed-income securities and equities. He later joined OpenInvest as a consultant on quantitative analysis. His role involves design and development of algorithms relating to customized portfolio construction under a constrained-optimization scheme, monitoring of portfolios and analysis related to performance and in general all aspects of quantitative research and implementation regarding portfolio and risk management.

Steph Kelly
Steph Kelly Product Designer LinkedIn_icon

Will Venturi
Will Venturi Director of Sales LinkedIn_icon

With an extensive background in Sales, Will Venturi brings his passion for FinTech to OpenInvest. After graduating from Brigham Young University - Idaho, with a Bachelor's Degree in Business Management and an emphasis in Finance, Will immediately went to work for The Vanguard Group. After earning his FINRA Series 7 and 63 licenses he transitioned to Wells Fargo, where he was paramount in the successful build-out of a brand new division. Most recently Will worked for a Utah based start-up, MX Technologies, where he helped scale the business by bringing on several hundred new clients.