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.
Listed skills include Budgets, Analysis, Process Improvement, Management, and 30 others.