Our Mission
OpenInvest is a Public Benefit Corporation on a mission to deliver technology that helps mainstream values-based investing.
How We Do It
OpenInvest offers values-based financial solutions that help advisors unlock the true impact of their clients’ investments. With OpenInvest, financial advisors can seamlessly build, manage, and report on ESG-focused portfolios, engaging with clients on a new level.
Our Team

Conor Murray
CEO, Co-founder



Conor Murray
CEO, Co-founder

Conor has spent over a decade in finance and financial technology. His experience ranges from investment banking at Morgan Stanley to leading teams of engineers at Bridgewater Associates, the world’s largest hedge fund, where he was responsible for the technology that 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 Mathematics and Computer Science.

Josh Levin
CSO, Co-founder



Josh Levin
CSO, Co-founder

Josh brings over a decade of experience in sustainable finance to OpenInvest, including 6 years at the World Wildlife Fund (WWF) where he managed the Sustainable Finance Program and authored several reports. Josh holds a BA from Harvard and an MBA from NYU Stern, where he was a Reynolds Fellow in Social Entrepreneurship.

Phil Wei
Co-founder



Phil Wei
Co-founder

Phil has designed and built automated trading systems for some of the world's largest hedge funds including Blue Mountain Capital and Bridgewater Associates, where he was the sole developer responsible for all technical aspects of the system. Phillip holds a BSE in Computer Science from Princeton University.

Jimmy Sun
VP of Engineering



Jimmy Sun
VP of Engineering

Jimmy brings over 10 years of experience in technology management and finance to OpenInvest, with expertise in building automated financial systems and software to improve efficiency and customer experience. Jimmy graduated from Harvard University with a joint concentration in Computer Science and Economics.

Neha Bhatia Ramdas
VP of Sales



Neha Bhatia Ramdas
VP of Sales

Previously the Global Head of Sales & Partnerships at Juntos, Neha joins OpenInvest with extensive experience in complex sales and sales management. She has a Masters in Mathematics from Cambridge University (UK) and a Masters in Financial Mathematics from Columbia University (USA).

Jon Whitney
VP of Product



Jon Whitney
VP of Product

Jon has over 16 years of experience in building enterprise software. 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 holds a B.S. in Computer Science and Mathematics and a M.Eng in Computer Science from MIT.

Alexandra Lyon
Head of Financial Operations, CCO



Alexandra Lyon
Head of Financial Operations, CCO

Alexandra joins OpenInvest after spending over a decade working in middle and back office operations in the finance industry. Before OpenInvest, she led a team responsible for the valuation and maintenance of fixed income portfolios at a large investment manager in New York City.

Hanu Kunduru
Director of Engineering



Hanu Kunduru
Director of Engineering

Hanu has worked extensively across technology, finance, and startups in various capacities over the past decade, including co-founding Take Zero where he managed the tech/devops team and technology stack, and AlphaBeta Labs, where he launched and spearheaded several automation and analytics solutions.

Jake Raden
Head of ESG and Financial Product



Jake Raden
Head of ESG and Financial Product

Jake brings extensive investing experience to OpenInvest, most recently leading sustainable investing strategy at Pacific Global Asset Management (a division of Pacific Life). Jake holds a B.A. from the University of Chicago in Environmental Studies, and Masters of Public Health (MPH) from Creighton University.

Addy Kim
Operations Analyst



Addy Kim
Operations Analyst

Addy joins OpenInvest with experience as a Business Consultant at banks and financial firms, where she supported backend finance management. She graduated from University of Southern California with a Business Administration degree and a specialization in Mobile Application Development.

Aldo Okware
Senior Software Engineer



Aldo Okware
Senior Software Engineer

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.

Alex Christian
ESG Product Manager



Alex Christian
ESG Product Manager

Alex joins OpenInvest with five years of experience in sustainable finance and expertise in ESG research and product management. More recently, he worked as a Product Strategist within BlackRock's iShares Sustainable Product Strategy team. Alex holds a BA from Northwestern University and the Sustainable Accounting Standards Board FSA Credential.

Andrea Kilpatrick
Senior Software Engineer



Andrea Kilpatrick
Senior Software Engineer

Andrea has spent many years in Big Tech, notably working on accessibility and developer tools at Google and the Kindle Touch reading software at Amazon. Andrea also helped develop The Nexus Today (https://thenexus.today/). She holds a BS in Computer Science and Mathematics from University of Miami.

Ari Weinstein
Senior Financial Strategist



Ari Weinstein
Senior Financial Strategist

Ari brings both conceptual and analytical expertise to OpenInvest, with experience ranging across finance, tax, law, and ethics. Prior to OpenInvest, Ari was a Senior Investment Associate at Bridgewater Associates. He holds a B.A. from Harvard, a J.D. from Yale, and a C.Phil. from UC Berkeley.

Arnold Taremwa
Software Engineer



Arnold Taremwa
Software Engineer

Arnold is experienced in building scientific computing systems that provide data-driven solutions to everyday problems. He joined OpenInvest to develop technology that facilitates thoughtful, cause-driven investments. Arnold holds a BSc in Petroleum Geosciences and Production from Makerere University.

Caitlyn Driehorst
Director of Business Development



Caitlyn Driehorst
Director of Business Development

Caitlyn joins OpenInvest as the Director of Business Development. Her past experience includes the Strategy & Innovation team at Capital Group American Funds and the Boston Consulting Group, where she specialized in financial services. Caitlyn holds an MBA from UC Berkeley-Haas and a BA from the University of Chicago, and she is currently a CFA Level II candidate.

Dan Lang
Director of Sales



Dan Lang
Director of Sales

Dan brings over 6 years of experience in financial services to OpenInvest. Prior to joining the team, he spent time working with advisors as a sales consultant at AdvisorEngine, and spent several years at Fidelity as a broker and investment advisor where he earned his FINRA Series 7, 63, and 65 licenses.

Deepak Grover
Senior Software Engineer



Deepak Grover
Senior Software Engineer

Deepak has a master's degree in software engineering and has been working with startups for over six years. Prior to joining OpenInvest, he led a team of front-end engineers at Appbase.io and authored several open source libraries, as well as developed design standards and strategy at Take Zero.

John Klingler
Director of Sales



John Klingler
Director of Sales

John joins OpenInvest with experience as a Consultant and Account Executive at FactSet, an industry-leading financial software solution that provides investment professionals with instant data and analytics. John graduated cum laude with a degree in Finance from the University of Dayton.

Joyce Lee
Operations Associate



Joyce Lee
Operations Associate

Joyce joins the team after nearly 5 years in wealth management, helping advisors manage the financial affairs of high-net-worth individuals. With a degree in Social Ecology from UC Irvine, Joyce's expertise aligns with OpenInvest's mission to make values-based investing accessible to everyone.

Kaitlyn Abrams
ESG Product Manager



Kaitlyn Abrams
ESG Product Manager

Kaitlyn joins OpenInvest with 6 years of experience in the ESG universe, most recently working as a Portfolio Manager and Impact Strategist at Montcalm, a San Francisco-based boutique wealth management firm. Kaitlyn holds an MA in English from the University of Maine and an MS in Environmental Governance from the University of Oxford.

Kymberly Grove
Executive Assistant



Kymberly Grove
Executive Assistant

Kym joins OpenInvest with 5 years' experience supporting executive leaders and their teams with administration, operations, and project management. She previously worked in non-profit fundraising and supported the executive team at a SaaS company. Kym holds a B.S. in Environmental Science from Wheaton College.

Leigh Kloss
Senior Marketing Manager



Leigh Kloss
Senior Marketing Manager

With over 6 years of marketing experience across content, social, brand, and product, Leigh brings a diverse marketing skillset to OpenInvest. Prior to joining, she was the founder of her own e-commerce business, managed social marketing at E! Entertainment, and worked in product marketing at a SaaS company.

Mario Isaac
Director of Business Development



Mario Isaac
Director of Business Development

Before joining OpenInvest, Mario was the VP of Business Development for Americas at Wecash, a Chinese Fintech company that connects borrowers, lenders, and merchants. Mario also has extensive experience in Retail Banking, working for ABN Amro Bank, Citibank, and Santander in Latin America.

Niall Murray
Data Engineer



Niall Murray
Data Engineer

Niall brings to OpenInvest his previous experience as both a software developer and researcher in the field of big data. Prior to joining the team, he helped develop innovative fintech solutions at data intelligence firm Thasos in New York City. Niall holds a degree in Mathematics from MIT.

Salim Salaues
DevOps Engineer



Salim Salaues
DevOps Engineer

Salim brings over a decade of engineering experience to OpenInvest, with expertise in technology infrastructure development and design. Prior to joining the team, he led developer operations for a software defined scale-out storage company developing and maintaining their open source products.

Sarah Sung
Director of Account Management


Sila Sayan
Product Manager



Sila Sayan
Product Manager

Sila joins OpenInvest with fintech experience ranging from managing technical engagements with multinational banks and overseeing platform integrations with major international exchanges, to designiging and implementing new QA and release practices for large development teams. Sila holds BS and MEng degrees from MIT in Electrical Engineering and Computer Science.

Sophia Blistein
People and Culture Associate



Sophia Blistein
People and Culture Associate

After graduating with a B.A. in organizational studies from Brown University, Sophia joined OpenInvest as an intern and has been with the team ever since. During her time, she has taken on a variety of roles and developed expertise in several areas including marketing, customer support, and HR.

Stefanos Marnerides
Quantitative Analyst



Stefanos Marnerides
Quantitative Analyst

Before joining the team, Stefanos was a senior researcher at a systematic hedge fund where he gained experience in algorithmic portfolio construction, risk management, and optimization and strategy evaluation. He has a PhD in Theoretical Physics from Columbia University and BSc degrees in Physics and Mathematics from MIT.

Steph Kelly
Product Manager



Steph Kelly
Product Manager

With four years of product design experience, Steph joins the team with expertise in building and validating engaging user experiences and interfaces. Before OpenInvest, she spent time as a design consultant at Often Early, collaborating with both early stage ventures and mature enterprises.

Wang Lei
Senior Software Engineer



Wang Lei
Senior Software Engineer

Wang brings over 7 years of experience in software engineering to OpenInvest, most recently working at Clover as a manager for the developer platform and app market teams, as well as an engineer for the server infrastructure team. Wang holds a BS and ME in Materials Science from MIT.

Will Venturi
Director of Sales



Will Venturi
Director of Sales

Will brings his passion for finance, investing, and technology to the team. Will has experience working for several large institutions including: Northwestern Mutual, The Vanguard Group and Wells Fargo. Prior to joining OpenInvest, Will helped scale Utah-based Startup, MX Technologies, by consulting with Banks and Credit Unions on how to best capture market share through strategic deployment of technology.
Interested in joining the team at OpenInvest?
See our current openings here.
See our current openings here.
Advisors

Ciara Burnham
QED | Evercore

Erika Cramer
Cany Capital | Silver Lane Advisors | US Trust

Gail Klintworth
Old Mutual | Unilever | SystemIQ

Kameron Rezai
Blackrock | FutureAdvisor | Aperio

Christopher Detmer
Steward Partners | Raymond James Financial Services

Aaron Brachman
Steward Partners | Raymond James Financial Services

Ben Silbermann
Pinterest | Google

Kate Starr
Flatworld Partners | Heron Foundation

Jane Bulnes-Fowles
Veris Wealth Partners | Lean Enterprise Institute

Adam Gromis
Goldman Sachs | Imprint Capital Advisors

Stuart Davidson
Somen Capital | Labrador Ventures

Raaid Ahmad
Facebook | Weebly | Bridgewater

Casey Snyder
Steward Partners

Patricia Kao
Blackrock | U.S. Department of the Treasury | Silicon Valley Bank

Casey Snyder
Steward Partners

Patricia Kao
Blackrock | U.S. Department of the Treasury | Silicon Valley Bank