I am a trusted impact advisor to families, boards and executive teams. My counsel draws upon three decades as a founder, chief executive, university lecturer and strategist in the areas of economic mobility, civil society, social innovation, strategy and leadership.

My career as an advisor began leading public/private consulting engagements at EY. I used these experiences to found and lead the award-winning nonprofit EARN (now called SaverLife), a fintech pioneer that shifted the American narrative on savings among the poor, and is currently helping over half a million low-income workers to save, in all fifty US states. I brought these experiences to the UC Berkeley-Haas Center for Social Sector Leadership where I served as Executive Director and distinguished professional faculty. In that role I launched a global online learning platform for NGO leaders and founded a learning community for UHNW families. More recently, I led the advisory work at Arabella Advisors, where I served on the executive team and helped some of California’s largest family philanthropists and impact investors address the planet’s most complex challenges.

My work has been featured in the NY Times, the Wall Street Journal, NPR’s Morning Edition and many other news outlets. I have been fortunate enough to win Fast Company’s Social Capitalist of the Year Award and the Irvine Foundation Leadership Award. I am also currently a Senior Fellow for the Aspen Institute’s Financial Security Program where I get to partner with the nation’s leading thinkers on how we generate economic prosperity for all Americans. I graduated from Vassar College and Harvard Kennedy School and now live in San Francisco with my wife and son. When I am not working, you will often find me rowing or paddling in San Francisco Bay.