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Megan E. Morrice Email & Phone Number
Associate Director, Sustainable and Impact Finance Initiative
at
University of California, Berkeley, Haas School of Business
1 work email found
@presidiomba.org
2 phones found area 740 and 614
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Director, Sustainable and Impact Finance Initiative
Location
San Francisco Bay Area, United States
Who is Megan E. Morrice? Overview
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Quick answer
Megan E. Morrice is listed as Associate Director, Sustainable and Impact Finance Initiative at University of California, Berkeley, Haas School of Business, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at presidiomba.org, phone signal with area code 740, 614, and a matched LinkedIn profile for Megan E. Morrice.
Megan E. Morrice previously worked as Program Director at Sustainable & Impact Finance At Berkeley Haas and Co-Founder and Head of Operations at Valuesadvisor. Megan E. Morrice holds Master'S Degree from Presidio Graduate School.
Company email context
Email format at University of California, Berkeley, Haas School of Business
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mmorrice@presidiomba.org
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AeroLeads found 1 current-domain work email signal for Megan E. Morrice. Compare company email patterns before reaching out.
Profile bio
About Megan E. Morrice
Megan is the Program Director of the Sustainable and Impact Finance Initiative at UC Berkeley's Haas School of Business. She also is the co-founder of ValuesAdvisor, a matchmaking platform for clients to find advisors who specialize in sustainable investing. Megan previously worked as the ESG specialist for EQIS Capital Management and led client and partnership development at HIP Investor, a global leader in impact investing. She holds an MBA in Sustainable Management from Presidio Graduate School, where she later taught courses on sustainable capital markets and multi-sectoral finance. Megan is passionate about helping students, investors, and organizations understand their financial options, align their money with their desire for social and environmental impact, and creating financial products that best serve the needs of people.
Listed skills include Long Term Care, Life Insurance, Disability Insurance, Insurance, and 39 others.
Current workplace
Megan E. Morrice's current company
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University Of California, Berkeley, Haas School Of Business
AeroLeads page
17 roles
Megan E. Morrice work experience
A career timeline built from the work history available for this profile.
Program Director
CurrentLeading the growth of the Sustainable and Impact Finance Initiative at UC Berkeley Haas School of Business.Developing new opportunities and overseeing delivery and funding of activities and events for students and wider business community. Close collaboration with faculty, university staff and industry partners.
Apr 2022 - Present
Co-Founder And Head Of Operations
CurrentStartup organization that connects individual investors with a values-based investment advisor who can translate a client's social or environmental values into a sound investment strategy. Partner with HNW affinity groups.
Jan 2017 - Present
Senior Advisor
Current
Apr 2024 - Present
Portfolia Investing Member
CurrentMember of Portfolia Funds, investment funds designed for women who want to back entrepreneurial companies for returns and impact. As a Portfolia Funds member, I invest in up to 10 top-performing entrepreneurial companies in one fund for a low minimum commitment. Portfolia offers an engaging and educational experience, with members participating in pitch calls and joining due diligence teams alongside highly experienced lead investors. Portfolia is especially interested in companies led by women and/or with diverse founder teams, and where a national base of sophisticated and connected investors can impact success. Portfolia welcomes all accredited investors -- message me to learn more.
Oct 2021 - Present
Program Director, Sustainable And Impact Finance Initiative
Current
Apr 2022 - Present
Esg Specialist
Oct 2020 - Apr 2022
Senior Internal Business Consultant
Jan 2020 - Oct 2020
Internal Business Consultant
EQIS is a fee-based turnkey asset management program (TAMP) that helps relationship-focused advisors provide middle-market clients with access to some of the same investment strategies high net worth investors have enjoyed for decades, including separately managed accounts with multiple institutional money managers, broad diversification and tax efficiencies.
Aug 2017 - Jan 2020
Adjunct Faculty
Jul 2019 - Jul 2020
Supporting Faculty
Jul 2018 - Jun 2019
Teaching Assistant
Jan 2018 - Jun 2018
Vp Client & Partnership Development
HIP (Human Impact + Profit) Investor is a financial research firm and an investment advisor. The company provides sustainability ratings of more than 6,500 publicly traded corporations and 59,000 municipal bond issuers according to a holistic, proprietary methodology consisting of more than 30 metrics, all of which are designed to quantify human impacts and be indicative of future risk and return. The ratings are licensed to all types of investors including fund managers, financial advisors, college endowments, and 401(k) plans. HIP also develops custom solutions for many of its clients and offers a number of SMAs. ■ My focus is on helping organizations align their 401(k)'s investments with their mission with a thorough understanding of ERISA and retirement industry trends
Feb 2017 - Nov 2017
Client And Partnership Development
Aug 2016 - Jan 2017
Fellow
Confluence Philanthropy is an international network of private, public, and community foundations; individual donors; and investment firms representing nearly $155 billion in philanthropic assets under management, and $1.3 trillion in managed capital. In the spirit of our motto, ‘Own What You Own’ Confluence empowers its membership, which has grown to represent over one-sixth of U.S. Philanthropy, to move capital towards impact investing through education, private technical assistance and strategic partnership building.
Jun 2015 - Nov 2015
Internal Wholesaler
Initiated and cultivated relationships with brokers, financial advisors, insurance agents and wealth managers. Assisted with long-term care insurance and asset-based planning, starting with case design and ending with Point-of-Sale assistance. Cultivated relationships with contact people at various carriers. Conducted sales training, including conference calls and seminars.
Oct 2011 - Dec 2014
Financial Advisor
Created and helped execute actionable financial plans for clients by marketing a full suite of investment products and services including insurance and banking products. Partnered with and service a diverse client base including business owners, individuals, families, senior executives, and human resources managers. Consistently produced top results through relationship building.
Jun 2006 - Sep 2011
2 education records
Megan E. Morrice education
Master'S Degree
Presidio Graduate School
Bachelor'S, Social Sciences (Psychology), Spanish, Law And Society
University Of Southern California
FAQ
Frequently asked questions about Megan E. Morrice
Quick answers generated from the profile data available on this page.
What company does Megan E. Morrice work for?
Megan E. Morrice works for University of California, Berkeley, Haas School of Business.
What is Megan E. Morrice's role at University of California, Berkeley, Haas School of Business?
Megan E. Morrice is listed as Associate Director, Sustainable and Impact Finance Initiative at University of California, Berkeley, Haas School of Business.
What is Megan E. Morrice's email address?
AeroLeads has found 1 work email signal at @presidiomba.org for Megan E. Morrice at University of California, Berkeley, Haas School of Business.
What is Megan E. Morrice's phone number?
AeroLeads has found 2 phone signal(s) with area code 740, 614 for Megan E. Morrice at University of California, Berkeley, Haas School of Business.
Where is Megan E. Morrice based?
Megan E. Morrice is based in San Francisco Bay Area, United States while working with University of California, Berkeley, Haas School of Business.
What companies has Megan E. Morrice worked for?
Megan E. Morrice has worked for University Of California, Berkeley, Haas School Of Business, Sustainable & Impact Finance At Berkeley Haas, Valuesadvisor, Hip Investor Inc., and Portfolia.
How can I contact Megan E. Morrice?
You can use AeroLeads to view verified contact signals for Megan E. Morrice at University of California, Berkeley, Haas School of Business, including work email, phone, and LinkedIn data when available.
What schools did Megan E. Morrice attend?
Megan E. Morrice holds Master'S Degree from Presidio Graduate School.
What skills is Megan E. Morrice known for?
Megan E. Morrice is listed with skills including Long Term Care, Life Insurance, Disability Insurance, Insurance, Sustainability, Long Term Care Insurance, Financial Advisory, and Leadership.
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