​Designed and implemented an impact investing vehicle for retail investors

​I designed, and am now managing LIIF's Impact Note, a public debt offering that allows everyday investors to support LIIF's work while earning a financial return.

Led the ideation and development of a social finance start-up 

The client wanted to explore the viability and launch an online matchmaking service that would help investors find values-aligned investment advisors. The platform, Values Advisor, is currently in product testing phase.

2015-2016 Integrated Capital Fellow

The RSF Integrated Capital Fellowship is a nine-month lending-centric program for financial practitioners who want to focus on integrated capital. My focus was on sourcing regenerative food and agriculture investments for RSF's portfolio. 

Designed a fund of community investment vehicles

My MBA capstone team's creation is a concept that would make it simple and affordable for everyday investors to invest in the revitalization of main street economies by pooling CDFIs and loan funds into a single investment vehicle. 

Rebranded and expanded offerings for a field building resource

The client was a web-based educational resource for investors seeking to learn more about aligning their money with their values. They were looking to increase traffic by rebranding and expanding the website's suite of offerings.

Created a local investment plan for a rural community foundation

This $25 million community foundation had just received Board approval to allocate 5% of their endowment towards place-based investing. My MBA team crafted an investment plan that has informed their decisions.

Cordinated a working group to develop key performance indicators

The client was a network of values-aligned angel investors who were looking to develop a set of key performance indicators to help evaluate, measure and track the cultural, social and environmental impacts of their collective investments.

Built a triple bottom line financial model and strategic plan

​Built a financial model and strategic plan to identify the most socially, environmentally and financially viable solution to convert the SFPUC's excess biomethane into biofuel for their fleet and redirect emissions out of an underserved neighborhood.

​Developed a new program area and cultivated a development pipeline

This $24 million guarantee fund was expanding into a new geography. I researched cultural trends and market shifts in the region and cultivated a development pipeline of over $300,000 from governmental organizations and private foundations.