Robyn Polansky Morrison Email and Phone Number
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Working at the junction of money and meaning has been a career-long pursuit for Robyn Polansky Morrison, founder and lead principal of MORR Strategy LLC, an independent cross-disciplinary, advisory and consultancy firm, providing bespoke financial advice combined with hands-on solutions. Areas of specialization include financial literacy and strategy, impact and values-based investing, capital introduction, and intentional philanthropy.Morrison has over 20 years of experience working with high-net-worth individuals, families, small businesses, and foundations at iconic institutions including Align Impact, U.S. Trust Private Bank, Bessemer Trust and Thomson Reuters. Her depth of knowledge and expertise in the wealth management space has successfully increased access to, effectiveness in, and alignment of deploying capital through a range of traditional, alternative, social and impact investments as well as philanthropic grants.While building MORR, Morrison co-founded and continues to run Jewish Women INVEST Education Projects, the very first initiative with the exclusive mission to educate women about purposeful and values-aligned investing and to activate personal capital and institutional assets for good. Morrison is also a Venture Partner at Rebalance Capital, an alternative investments platform dedicated to investing in technology solutions that reduce barriers to upward mobility for low-income populations. She also is an Adjunct Professor in Finance and Investing at Touro College.As a passionate advocate of mission-driven causes, Morrison is engaged in numerous philanthropic activities, serving on several boards and committees in various capacities. She has been recognized by several institutions for her commitment and passion having received the Inaugural Blumberg Family Young Leadership Award in 2022 from the Jewish Community Relations Council of New York and The Jewish Week’ s “36 under 36” in 2011.Morrison earned her B.A. in Economics from Union College, where she was a member of the varsity crew team, and her M.B.A. from Touro College Graduate School of Business. She holds her FINRA Series 7 and NASSA Series 66 licenses. When Morrison is not waxing on about aligning profit and purpose, she can be found relaxing at home or adventuring with her husband David, son Myles, and daughter Wren; connecting with friends around the world; following New York Yankees baseball; and cycling.
Morr Strategy Llc
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Founder And Lead PrincipalMorr Strategy Llc Apr 2020 - PresentNew York, UsCreate and deliver independent, cross-disciplinary financial advice and bespoke solutions for individuals, families, small businesses, foundations and nonprofits. Focus on financial literacy and strategy, impact and values-based investing, capital introduction and intentional philanthropy. -
Co-Founder And Chief Executive OfficerJewish Women Invest Sep 2019 - PresentNew York, New York, UsJewish Women INVEST Education Projects is the very first initiative with the mission to educate women about purposeful and values-aligned investing and to active personal capital and institutional assets for good.The goal of Jewish Women INVEST is to create, build, and educate a network of Jewish women who intentionally invests in ideas, businesses, and organizations that support women, that are led by women, that create a positive social impact, and a culture of action that upholds values of equity and equality.Jewish Women INVEST consists of a series of Education Circles, each a small community of 8 to 12 women who are committed to increasing their knowledge of money, investing, power for personal or professional development, and Jewish text. Circles meet virtually for 9 learning sessions over a six-month period. Circles are intended to create an educational ecosystem that incorporates deep learning, actionable investment opportunities, and communities of support.Women who complete a full Circle are invited to join the Jewish Women INVEST Alumnae Network which provides continuing education, thought leadership conversations, investment spotlights, and more. -
Managing DirectorUmergence Mar 2022 - PresentPlantsville, Connecticut, UsUmergence is a premier broker dealer placement agent specializing in private placements, impact and alternative investments. Our representatives focus on institutional capital placements, M&A advisory, early to late stage direct investments, and late-stage secondary opportunities. The name Umergence is inspired by the word “Emergence”, which is a phenomenon of coming together to create something greater than the sum of its parts. When we come together in the deal making process, we strive to create the most value for our clients. -
Venture AdvisorJ-Impact Fund Feb 2023 - PresentPalo Alto, UsJ-Impact is a collective community of selective investors and business leaders bound by common values across the globe from different industries, working together to invest in and empower leading technology companies to create a substantial impact on society and the environment along a substantial financial value creation.Our portfolio includes companies that are dedicated to solving the critical social and environmental challenges. Strategic Impact Priorities Include:(1) SUSTAINABLE PLANET: Improve quality and access to clean air, water, and land.(2) SUSTAINABLE LIVING: Accessible and affordable health service, employment opportunities.(3) MAXIMIZING HUMAN POTENTIAL: Higher education, access to opportunities, improved well being and collaboration. -
Venture PartnerRebalance Capital Mar 2020 - PresentNew York, New York, UsRebalance is an early stage venture platform dedicated to investing in solutions that reduce barriers to upward mobility for low income populations. Its mission is to focus on creating access to education, quality work (and the ability to reach it), and capital. -
Adjunct ProfessorTouro College Sep 2020 - PresentNew York, Ny, UsDesign and deliver undergraduate courses focused on the principals of investing. -
Investor37 Angels Nov 2019 - Nov 2022New York, New York, Us37 Angels is a community of dedicated women angel investors. Each year we evaluate over 2,000 startups opportunities. Over the last 6 years, we have invested in more than 55 startups, 6 of which have been acquired! -
Consulting AdvisorAlign Impact Mar 2018 - Feb 2020Santa Monica, California, UsProvided business development and client service strategy and support for Align which serves as an independent and specialized impact advisor to families, foundations and their financial advisors to help define their most important values and desired social outcomes. Built customized impact portfolios that aim to deliver the same risk and return as best-in-class globally diversified asset management strategies, all the while investing in companies that are more aligned with a client’s values and avoiding companies that contradict those values. -
Vice President, Private Client AdvisorU.S. Trust Oct 2014 - Mar 2018UsWorked closely with individuals, families, and institutions to develop customized financial strategies that aligned with their goals and values:• Self-sourced, awarded, and managed over 20 client relationships with over $250 million in assets.• Managed, coordinated, and maintained teams of experts to develop, present, and deliver wealth management solutions including credit and lending, investing, trusts and estates strategy, philanthropy, and wealth structuring for clients and prospects.• Selected to participate on the Impact Investing Advisory Committee for the Bank of America Enterprise; served as ad hoc advisor and resource for impact and value-based investing. -
Vice President, Manager Research Analyst - External Manager SolutionsBessemer Trust Oct 2002 - Sep 2014New York, New York, UsHeld increasing responsibilities in investment manager research and due diligence, manager selection, and monitoring as well as asset allocation and portfolio construction:• Evaluated global equity and fixed income strategies (small cap, mid cap, large cap, value, growth, core, domestic, emerging, international, global, impact investing, Socially Responsible Investing (SRI), Environmental Social Governance (ESG), etc.) to build holistic asset allocations.• Partnered with portfolio managers to select and monitor external investment manager sub advisors for the firm’s Old Westbury family of mutual funds. • Prepared comprehensive quarterly reviews and annual risk assessment models of approved investment managers to include philosophy and process evaluations, performance attribution, risk analysis, operations, and other critical factors to ensure investment manager best practices and performance; utilized eVestment, FactSet, Lipper, Morningstar, PSN, and Northfield Risk Models. -
Research Analyst, Venture EconomicsThomson Reuters Sep 2000 - Sep 2002Toronto, On, Ca• Completed research and analysis of domestic and overseas private equity and venture capital markets. -
Research InternKorn Ferry Jun 1999 - Jun 2000Los Angeles, Ca, Us
Robyn Polansky Morrison Skills
Robyn Polansky Morrison Education Details
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Union CollegeEconomics And Political Science -
Touro University Graduate School Of BusinessEntrepreneurship And Leadership -
Nyu Robert F. Wagner Graduate School Of Public ServiceExecutive Leadership Program: Cojeco Keystone Fellowship -
Institute For Integrative NutritionNutrition And Wellness Studies
Frequently Asked Questions about Robyn Polansky Morrison
What company does Robyn Polansky Morrison work for?
Robyn Polansky Morrison works for Morr Strategy Llc
What is Robyn Polansky Morrison's role at the current company?
Robyn Polansky Morrison's current role is Impact + Values-Based Investing | Financial + Investment Education | Intentional Philanthropy | Business Strategy + Development.
What is Robyn Polansky Morrison's email address?
Robyn Polansky Morrison's email address is ro****@****r.co.uk
What schools did Robyn Polansky Morrison attend?
Robyn Polansky Morrison attended Union College, Touro University Graduate School Of Business, Nyu Robert F. Wagner Graduate School Of Public Service, Institute For Integrative Nutrition.
What skills is Robyn Polansky Morrison known for?
Robyn Polansky Morrison has skills like Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Investment Management, Asset Management, Alternative Investments, Analysis, Financial Services, Fixed Income, Wealth Management.
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