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.
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.
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 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.
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.
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.
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 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.
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.
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.
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.
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.