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.
OpenInvest is dedicated to using technology to bring honesty and transparency to financial services, while making socially responsible investing accessible to everyone.
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 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.
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.
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).
Jon joins OpenInvest after sixteen years in enterprise software, helping companies such as AppDynamics (acquired by Cisco) and BladeLogic (IPO, acquired by BMC) build industry-leading products. Most recently, he spent nearly six years at AppDynamics as it grew from a 350-person start-up to a business unit inside Cisco with over 2,000 employees. Jon started as an engineering leader managing a multi-geo team to re-build key parts of the core platform, before becoming an architect in the CTO office spearheading an effort to fully re-design the core platform to achieve greater scale. Post-acquisition, he joined the Corporate Strategy Group to help define a build/buy/partner strategy. Jon helped launch a company-wide gender diversity initiative in 2017, and remains committed to helping the tech industry attract, retain, and develop a diverse workforce. He holds a B.S. in Computer Science and Mathematics and a M.Eng in Computer Science, all three from MIT.
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 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.
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 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.
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 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.
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.
Joyce Lee joins OpenInvest after nearly five years in wealth management, helping advisors manage the financial affairs of ultra high net worth individuals. As she develops her interest in the impact investing space, Joyce recognizes how it aligns with Social Ecology which she studied at UC Irvine. She is aware today's environmental and social challenges demand complex solutions that require us to think systemically about people and environments and how they're interconnected. She is passionate about money and meaning and building a more sustainable financial ecosystem. Outside of work, Joyce enjoys fitness, traveling, attending concerts and art shows, volunteering and hanging out with her shiba inu dog Kai.
Madison has worked in sales for 7 years and has specifically loved working in FinTech. She graduated college in 2014 with a Bachelor's degree in Finance and Communications and started here sales career at Yelp. She has since transitioned into sales at different financial institutions, mostly recently at a wealth management start up, and is extremely excited to bring her passion for finance, technology and allowing individuals to put their money investing into what they believe in to OpenInvest.
Before joining OpenInvest, Mario was the VP of Business Development for Americas at Wecash, a Chinese Fintech company that connects borrowers, lenders, and merchants powered by Big Data and Analytics. Mario has extensive experience in Retail Banking, working for ABN Amro Bank, Citibank, and Santander in Latin America. He also worked as a Finance Manager for OAS Group, where he led a team in Project Finance for Real Estate projects. Mario holds a BBA from UNEB(Brazil), a Master's in Finance (FGV - Brazil) and an MBA from Hult International Business School. He is passionate about oceans and nature, and the fight against deforestation, especially related to the Amazon.
Niall brings to OpenInvest his previous experience in innovative big data solutions for fintech, having worked both as a developer and researcher in the field. He is passionate about social responsibility and equality, using data to solve problems, and contributing as a curious generalist in exploring uncharted areas. Niall has a degree in Mathematics from MIT, and a keen in interest in music and sports.
Salim comes from a decade of experience specializing in technology infrastructure development and design. Most recently, he led developer operations for a software defined scale-out storage company developing and maintaining their open source products. Here he turned massively distributed systems into simple to deploy solutions, making products that both sales and engineers alike could easily access. This has resulted in being a strong believer in making complex architecture easily accessible for developers and end-users alike. This belief continues through open source initiative in regularly maintaining, hosting, and contributing to various infrastructure-related projects. Salim volunteers his time teaching and mentoring kids in basic Arduino and Raspberry Pi programming.
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 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.
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.