Megan E. Morrice Email and Phone Number
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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.
University Of California, Berkeley, Haas School Of Business
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Associate Director, Sustainable And Impact Finance InitiativeUniversity Of California, Berkeley, Haas School Of BusinessCalifornia, United States
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Program DirectorSustainable & Impact Finance At Berkeley Haas Apr 2022 - PresentBerkeley, California, UsLeading 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. -
Co-Founder And Head Of OperationsValuesadvisor Jan 2017 - PresentWashington Dc, Washington Dc, UsStartup 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. -
Senior AdvisorHip Investor Inc. Apr 2024 - PresentLaguna Beach, Ca, Us -
Portfolia Investing MemberPortfolia Oct 2021 - PresentSan Mateo, Ca, UsMember 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. -
Program Director, Sustainable And Impact Finance InitiativeUniversity Of California, Berkeley, Haas School Of Business Apr 2022 - PresentBerkeley, Ca, Us
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Esg SpecialistEqis Capital Management, Inc. Oct 2020 - Apr 2022Hartford, Connecticut, Us -
Senior Internal Business ConsultantEqis Capital Management, Inc. Jan 2020 - Oct 2020Hartford, Connecticut, Us
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Internal Business ConsultantEqis Capital Management, Inc. Aug 2017 - Jan 2020Hartford, Connecticut, UsEQIS 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.
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Adjunct FacultyPresidio Graduate School Jul 2019 - Jul 2020San Francisco, Ca, Us -
Supporting FacultyPresidio Graduate School Jul 2018 - Jun 2019San Francisco, Ca, Us
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Teaching AssistantPresidio Graduate School Jan 2018 - Jun 2018San Francisco, Ca, Us
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Vp Client & Partnership DevelopmentHip Investor Feb 2017 - Nov 2017Laguna Beach, Ca, UsHIP (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
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Client And Partnership DevelopmentHip Investor Aug 2016 - Jan 2017Laguna Beach, Ca, Us
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FellowConfluence Philanthropy Jun 2015 - Nov 2015New York, Ny, UsConfluence 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. -
Internal WholesalerLeisure Werden & Terry Oct 2011 - Dec 2014Pasadena, Ca, UsInitiated 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. -
Financial AdvisorMetlife Jun 2006 - Sep 2011New York, Ny, UsCreated 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.
Megan E. Morrice Skills
Megan E. Morrice Education Details
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Presidio Graduate SchoolMaster'S Degree -
University Of Southern CaliforniaLaw And Society
Frequently Asked Questions about Megan E. Morrice
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 the current company?
Megan E. Morrice's current role is Associate Director, Sustainable and Impact Finance Initiative.
What is Megan E. Morrice's email address?
Megan E. Morrice's email address is me****@****ail.com
What is Megan E. Morrice's direct phone number?
Megan E. Morrice's direct phone number is +174097*****
What schools did Megan E. Morrice attend?
Megan E. Morrice attended Presidio Graduate School, University Of Southern California.
What are some of Megan E. Morrice's interests?
Megan E. Morrice has interest in Human Rights, Poverty Alleviation, Environment, Economic Empowerment.
What skills is Megan E. Morrice known for?
Megan E. Morrice has skills like Long Term Care, Life Insurance, Disability Insurance, Insurance, Sustainability, Long Term Care Insurance, Financial Advisory, Leadership, Impact Investing, Business Development, Strategic Planning, Small Business.
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