Kathleen Simpson, Cpa Email and Phone Number
Kathleen Simpson, Cpa work email
- Valid
- Valid
- Valid
Kathleen Simpson, Cpa personal email
Kathleen Simpson, Cpa phone numbers
Chief Executive Officer of The Russell Family Foundation (TRFF), a private foundation that funds environmental sustainability, grassroots leadership, and community building, We employ a "total resource activation" model, utilizing all philanthropic tools for impact, including an investment portfolio of over 90% values-aligned and net-zero impact investments. I have over 20 years of experience in finance, impact investing, and operations, serving individuals, multigenerational families, and foundations in the impact investing field.Previously, I was the Chief Financial Officer of TRFF and of Threshold Group, a wealth management firm that advised clients on aligning their investments with their values. I also founded and operated a public accounting firm that provided CFO services to businesses, high-net wealth families, and non-profits. I hold a master's of business administration degree, and I am a licensed Certified Public Accountant (CPA) and a Chartered Global Management Accountant (CGMA). I serve on the board of directors of several organizations that advance mission-aligned investing, leadership development, and social responsibility. My mission is to empower philanthropic and financial leaders to create positive social and environmental change through strategic and impactful investments.
The Russell Family Foundation
View-
Chief Executive OfficerThe Russell Family Foundation Jan 2020 - PresentChief Executive Officer for private foundation with deep roots in the Pacific Northwest that funds in environmental sustainability, grassroots leadership, and community building. Direct leadership overseeing finance, operations and investments including impact investing portfolio leading transformation from 7% to over 90% values aligned and Net Zero transition.
-
Chief Financial OfficerThe Russell Family Foundation Sep 2015 - Dec 2020
-
Board MemberSierra Club Foundation Mar 2024 - PresentOakland, Ca, UsThe Sierra Club Foundation promotes climate solutions, conservation, and movement building through a powerful combination of strategic philanthropy and grassroots advocacy. The Foundation is the independent fiscal sponsor of Sierra Club’s charitable environmental programs. -
Board MemberBainum Family Foundation Jul 2024 - PresentBethesda, Md, Us -
Investment Committee MemberBainum Family Foundation Jul 2021 - PresentBethesda, Md, UsBoard & Investment Committee Member for family foundation who focuses their investments in three areas - Early Learning, Wrap-Around Support and Knowledge Building Initiatives - developed and delivered in collaboration with highly skilled and carefully selected partners - are intended to improve the quality and availability of resources for children living in poverty, closing the persistent educational achievement gap that limits their possibilities.
-
Board Member, Vice ChairConfluence Philanthropy Nov 2019 - PresentNew York, Ny, UsConfluence Philanthropy advances mission-aligned investing. We support and catalyze a community of private, public and community foundations, families, individual donors, and their values-aligned investment managers representing more than $70 billion in philanthropic assets under management, and over $3 trillion in managed capital. Members are committed to full mission alignment when prudent and feasible. Based in the United States, Europe, Latin America, Canada and Puerto Rico, our members collectively invest around the world. -
Board MemberAmerican Leadership Forum Of Tacoma Pierce County Chapter May 2021 - PresentThe American Leadership Forum (ALF) is a non-profit organization, national in scope, dedicated to joining and strengthening diverse, influential leaders to better serve the public good. It enhances leadership capacity by building on the strengths of diversity, understanding and leveraging differences, and by promoting collaborative problem-solving within and among communities. -
Advisory Board MemberCenter For Leadership And Social Responsibility - Uw Tacoma Aug 2021 - Jan 2024The Center for Leadership & Social Responsibility works to develop socially responsible leaders who build sustainable organizations and communities. By building connections between stakeholders for mutual benefit, extending knowledge of corporate leadership and social responsibility across business disciplines and beyond and promoting understanding of a broad range of topics such as leadership, social responsibility, corporate governance, corporate citizenship, ethics and sustainability. -
Director Of FinanceThreshold Group Sep 2012 - Sep 2015New York, Ny, UsDirector of Finance for Threshold Group, LLC a wealth management company. Threshold Group, LLC providing financial and estate planning, portfolio construction, risk management, and investment advisory services to individuals, multi-generational families, and foundations. -
Chief Financial Officer - Certified Public AccountantKathleen Simpson, Cpa & Associates, Ps Feb 2002 - Sep 2012CPA providing CFO services to enterprises and individuals across several industries specializing in High Net Wealth Families, Health Care, Construction, Real Estate, and Non-Profits.
Kathleen Simpson, Cpa Skills
Kathleen Simpson, Cpa Education Details
-
Washington State UniversityMba -
Cornell UniversityExecutive Leadership Certificate
-
Chapman UniversityBusiness Administration - Accounting
Frequently Asked Questions about Kathleen Simpson, Cpa
What company does Kathleen Simpson, Cpa work for?
Kathleen Simpson, Cpa works for The Russell Family Foundation
What is Kathleen Simpson, Cpa's role at the current company?
Kathleen Simpson, Cpa's current role is CEO @ The Russell Family Foundation | Impact and Climate Investing | Strategic CEO & CFO | Board Director.
What is Kathleen Simpson, Cpa's email address?
Kathleen Simpson, Cpa's email address is ka****@****cpa.com
What is Kathleen Simpson, Cpa's direct phone number?
Kathleen Simpson, Cpa's direct phone number is +136050*****
What schools did Kathleen Simpson, Cpa attend?
Kathleen Simpson, Cpa attended Washington State University, Cornell University, Chapman University.
What skills is Kathleen Simpson, Cpa known for?
Kathleen Simpson, Cpa has skills like Budgets, Analysis, Process Improvement, Management, Financial Reporting, Financial Analysis, Cpa, Managerial Finance, Accounting, Leadership, Finance, Tax Preparation.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial