Kathleen Simpson, Cpa
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Kathleen Simpson, Cpa Email & Phone Number

CEO @ The Russell Family Foundation | Impact and Climate Investing | Strategic CEO & CFO | Board Director at The Russell Family Foundation
Location: Greater Seattle Area, United States 10 work roles 3 schools
1 work email found @trff.org 3 phones found area 360 and 253 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email k****@trff.org
Direct phone (360) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
CEO @ The Russell Family Foundation | Impact and Climate Investing | Strategic CEO & CFO | Board Director
Location
Greater Seattle Area, United States

Who is Kathleen Simpson, Cpa? Overview

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Quick answer

Kathleen Simpson, Cpa is listed as CEO @ The Russell Family Foundation | Impact and Climate Investing | Strategic CEO & CFO | Board Director at The Russell Family Foundation, based in Greater Seattle Area, United States. AeroLeads shows a work email signal at trff.org, phone signal with area code 360, 253, and a matched LinkedIn profile for Kathleen Simpson, Cpa.

Kathleen Simpson, Cpa previously worked as Chief Executive Officer at The Russell Family Foundation and Chief Financial Officer at The Russell Family Foundation. Kathleen Simpson, Cpa holds Master Of Business Administration (M.B.A.), Mba from Washington State University.

Company email context

Email format at The Russell Family Foundation

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{first}@trff.org
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AeroLeads found 1 current-domain work email signal for Kathleen Simpson, Cpa. Compare company email patterns before reaching out.

Profile bio

About Kathleen Simpson, Cpa

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.

Current workplace

Kathleen Simpson, Cpa's current company

Company context helps verify the profile and gives searchers a useful next step.

The Russell Family Foundation
The Russell Family Foundation
CEO @ The Russell Family Foundation | Impact and Climate Investing | Strategic CEO & CFO | Board Director
AeroLeads page
10 roles

Kathleen Simpson, Cpa work experience

A career timeline built from the work history available for this profile.

Chief Executive Officer

Current

Chief 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.

Jan 2020 - Present

Board Member

Current

Oakland, Ca, Us

The 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.

Mar 2024 - Present

Investment Committee Member

Current

Bethesda, Md, Us

Board & 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.

Jul 2021 - Present

Board Member, Vice Chair

Current

New York, Ny, Us

Confluence 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.

Nov 2019 - Present

Board Member

Current

The 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.

May 2021 - Present

Advisory Board Member

The 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.

Aug 2021 - Jan 2024

Director Of Finance

New York, Ny, Us

Director 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.

Sep 2012 - Sep 2015

Chief Financial Officer - Certified Public Accountant

Kathleen Simpson, Cpa & Associates, Ps

CPA providing CFO services to enterprises and individuals across several industries specializing in High Net Wealth Families, Health Care, Construction, Real Estate, and Non-Profits.

Feb 2002 - Sep 2012
3 education records

Kathleen Simpson, Cpa education

Master Of Business Administration (M.B.A.), Mba

Washington State University

Executive Leadership Certificate

Cornell University

Bachelors Science, Business Administration - Accounting

Chapman University
FAQ

Frequently asked questions about Kathleen Simpson, Cpa

Quick answers generated from the profile data available on this page.

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 Russell Family Foundation?

Kathleen Simpson, Cpa is listed as CEO @ The Russell Family Foundation | Impact and Climate Investing | Strategic CEO & CFO | Board Director at The Russell Family Foundation.

What is Kathleen Simpson, Cpa's email address?

AeroLeads has found 1 work email signal at @trff.org for Kathleen Simpson, Cpa at The Russell Family Foundation.

What is Kathleen Simpson, Cpa's phone number?

AeroLeads has found 3 phone signal(s) with area code 360, 253 for Kathleen Simpson, Cpa at The Russell Family Foundation.

Where is Kathleen Simpson, Cpa based?

Kathleen Simpson, Cpa is based in Greater Seattle Area, United States while working with The Russell Family Foundation.

What companies has Kathleen Simpson, Cpa worked for?

Kathleen Simpson, Cpa has worked for The Russell Family Foundation, Sierra Club Foundation, Bainum Family Foundation, Confluence Philanthropy, and American Leadership Forum Of Tacoma Pierce County Chapter.

How can I contact Kathleen Simpson, Cpa?

You can use AeroLeads to view verified contact signals for Kathleen Simpson, Cpa at The Russell Family Foundation, including work email, phone, and LinkedIn data when available.

What schools did Kathleen Simpson, Cpa attend?

Kathleen Simpson, Cpa holds Master Of Business Administration (M.B.A.), Mba from Washington State University.

What skills is Kathleen Simpson, Cpa known for?

Kathleen Simpson, Cpa is listed with skills including Budgets, Analysis, Process Improvement, Management, Financial Reporting, Financial Analysis, Cpa, and Managerial Finance.

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