Our investment team is led by our CEO and Co-Founder, Conor Murray and VP of Engineering and quantitative analyst, Jimmy Sun. Joshua Levin, our Co-Founder and CSO, is our lead on ESG strategy (see bios below).
Conor Murray: 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 and has his Series 65.
Joshua Levin: Josh has over 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.
Jimmy Sun: 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.