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.

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.

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.

Addy joins OpenInvest after serving as a Business Consultant to financial services. She has experience supporting banks and financial technologies in their backend finance management by improving business processes and creating operating models. Conscious of responsible investing, Addy joins OpenInvest to support the Operations team while making a positive difference. Addy graduated from University of Southern California with a Business Administration degree and a specialization in Mobile Application Development. Outside of work, she enjoys pottery and writing music.

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.

Ari brings to OpenInvest a combination of conceptual and analytical expertise, ranging across finance, tax, law, and ethics. As a Senior Investment Associate at Bridgewater Associates, Ari analyzed financial markets across both research and client service functions. In his earlier work as a tax lawyer, Ari specialized in financial products, and provided advice to large financial institutions. A former Philosophy graduate student focused on ethics, Ari is excited to find in OpenInvest an unexpected intersection of his disparate interests. Ari holds a B.A. from Harvard, a J.D. from Yale, and a C.Phil. from UC Berkeley.

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.

Dan joins the OpenInvest team with over 6 years of experience in the financial services space. After graduating with a degree in Finance from the University of North Carolina Wilmington, Dan went on to earn his FINRA Series 7, 63, and 65 licenses with Fidelity Investments. Dan spent several years as a broker and investment advisor at Fidelity before his time working with advisors as a sales consultant at AdvisorEngine.

Deepak has a master's degree in software engineering and has been working with startups for over five years now. He cares about climate change and equal rights for everyone. Being at OpenInvest makes him feel empowered to help others invest with their values.

Jake is a sustainable investing professional, most recently leading sustainable investing strategy at Pacific Global Asset Management (a division of Pacific Life). Jake came to Pacific Life as the Head of Impact and Portfolio Management team at Swell Investing. Swell's socially responsible portfolios won numerous accolades including the endorsement of the Corporate Knights. At Swell Investing, Jake was part of the Member Programming Committee for the U.S. Sustainable Investing Forum (USSIF), and a frequent contributor to publications and podcasts on the topic of sustainable investing including Forbes and Bloomberg News. Before Swell Jake led analysis efforts to optimize retail apparel supply chains and manufacturing at Skechers USA in the International Finance group. Previously Jake was a Vice President of Research and Data and Portfolio Manager at Green Alpha Advisors, a leading sustainable investing firm with a focus on global equities. Jake holds a B.A. from the University of Chicago in Environmental Studies, and Masters of Public (MPH) in Healthcare Policy and Ethics from Creighton University. Jake is also a LEED accredited professional, a global leader in sustainable and efficient building standards.

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.

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

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.

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.

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.