Profile

Financial Behaviorist & CEO, Sterling Investment Management, Inc.

Chief Operating Officer, Tephra Digital

Founder & CEO, CasaBee

Founding Partner, SteelSky Ventures

Corporate Associate, Latham & Watkins

Private Wealth Advisor, Goldman Sachs

Co-Founder & Partner, TGC Impact

Global Head of Research and Analytics for ETF and Index Investing (EII), BlackRock

Director, Investment Management, Chapel Hill Denham

Wealth Manager, Tribe Impact Capital