Advisors

Thank you to our strategic advisors, who inspire our work and whose experience guide our mission.

A woman with long dark hair smiling at the camera, wearing a gray checkered blazer and a yellow top.

Rupal Bhansali

Founder, CEO

Double Duty Money Management

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Phil Clements, CFA, CAIA, FDP

CEO

Finspector

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Marlene Timberlake D’Adamo

Chief Diversity, Equity & Inclusion Officer

CalPERS

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Hanan Dakhil

Director, Culture & Corporate Citizenship

Canyon Partners

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Monica Erickson, CFA

Founding Partner

DoubleLine LLC

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Janet Falk

Consultant, Writer, Speaker

Falk Communications and Research

Joyce Li, CFA

CEO and Chief AI Strategist

Averanda Partners

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Sarah Maynard

Global Senior Head, Inclusion

CFA Institute

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Paul Olschwanger

Founder, Chief Inspiration Officer

Wendell Rhoads Consulting

Lynn Raebsamen, CFA

COO

Global Swiss Learning

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Jade Scipioni

Senior Reporter, Journalist

CNBC

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Marina Severinovsky

Head of Sustainability, North America

Schroders

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Fran Skinner, CFA, CPA

Partner, Co-Founder

AUM Partners