Robyn Polansky Morrison
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Robyn Polansky Morrison Email & Phone Number

Impact + Values-Based Investing | Financial + Investment Education | Intentional Philanthropy | Business Strategy + Development at MORR Strategy LLC
Location: New York, New York, United States 12 work roles 4 schools
1 work email found @energypr.co.uk LinkedIn matched
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Work email r****@energypr.co.uk
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Current company
Role
Impact + Values-Based Investing | Financial + Investment Education | Intentional Philanthropy | Business Strategy + Development
Location
New York, New York, United States

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Robyn Polansky Morrison is listed as Impact + Values-Based Investing | Financial + Investment Education | Intentional Philanthropy | Business Strategy + Development at MORR Strategy LLC, based in New York, New York, United States. AeroLeads shows a work email signal at energypr.co.uk and a matched LinkedIn profile for Robyn Polansky Morrison.

Robyn Polansky Morrison previously worked as Founder and Lead Principal at Morr Strategy Llc and Co-Founder and Chief Executive Officer at Jewish Women Invest. Robyn Polansky Morrison holds Bachelor'S Degree, Economics And Political Science from Union College.

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{first}@energypr.co.uk
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Profile bio

About Robyn Polansky Morrison

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.

Listed skills include Portfolio Management, Investments, Equities, Asset Allocation, and 20 others.

Current workplace

Robyn Polansky Morrison's current company

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MORR Strategy LLC
Morr Strategy Llc
Impact + Values-Based Investing | Financial + Investment Education | Intentional Philanthropy | Business Strategy + Development
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12 roles

Robyn Polansky Morrison work experience

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Founder And Lead Principal

Current

New York, US

Create 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.

Apr 2020 - Present

Co-Founder And Chief Executive Officer

Current

New York, New York, US

Jewish 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.

Sep 2019 - Present

Managing Director

Current

Plantsville, Connecticut, US

Umergence 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.

Mar 2022 - Present

Venture Advisor

Current

Palo Alto, US

J-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.

Feb 2023 - Present

Venture Partner

Current

New York, New York, US

Rebalance 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.

Mar 2020 - Present

Adjunct Professor

Current

New York, NY, US

Design and deliver undergraduate courses focused on the principals of investing.

Sep 2020 - Present

Investor

New York, New York, US

37 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!

Nov 2019 - Nov 2022

Consulting Advisor

Santa Monica, California, US

Provided 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.

Mar 2018 - Feb 2020

Vice President, Private Client Advisor

US

  • Worked 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.
  • 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.
Oct 2014 - Mar 2018

Vice President, Manager Research Analyst - External Manager Solutions

New York, New York, US

  • Held 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.
  • 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.
Oct 2002 - Sep 2014

Research Analyst, Venture Economics

Toronto, ON, CA

  • Completed research and analysis of domestic and overseas private equity and venture capital markets.
Sep 2000 - Sep 2002

Research Intern

Los Angeles, CA, US

Jun 1999 - Jun 2000
4 education records

Robyn Polansky Morrison education

Bachelor'S Degree, Economics And Political Science

Union College

Master Of Business Administration (M.B.A.), Entrepreneurship And Leadership

Touro University Graduate School Of Business

Executive Leadership Program: Cojeco Keystone Fellowship

Nyu Robert F. Wagner Graduate School Of Public Service

Certified Holistic Health Coach, Nutrition And Wellness Studies

Institute For Integrative Nutrition
FAQ

Frequently asked questions about Robyn Polansky Morrison

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

What company does Robyn Polansky Morrison work for?

Robyn Polansky Morrison works for MORR Strategy LLC.

What is Robyn Polansky Morrison's role at MORR Strategy LLC?

Robyn Polansky Morrison is listed as Impact + Values-Based Investing | Financial + Investment Education | Intentional Philanthropy | Business Strategy + Development at MORR Strategy LLC.

What is Robyn Polansky Morrison's email address?

AeroLeads has found 1 work email signal at @energypr.co.uk for Robyn Polansky Morrison at MORR Strategy LLC.

Where is Robyn Polansky Morrison based?

Robyn Polansky Morrison is based in New York, New York, United States while working with MORR Strategy LLC.

What companies has Robyn Polansky Morrison worked for?

Robyn Polansky Morrison has worked for Morr Strategy Llc, Jewish Women Invest, Umergence, J-Impact Fund, and Rebalance Capital.

How can I contact Robyn Polansky Morrison?

You can use AeroLeads to view verified contact signals for Robyn Polansky Morrison at MORR Strategy LLC, including work email, phone, and LinkedIn data when available.

What schools did Robyn Polansky Morrison attend?

Robyn Polansky Morrison holds Bachelor'S Degree, Economics And Political Science from Union College.

What skills is Robyn Polansky Morrison known for?

Robyn Polansky Morrison is listed with skills including Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Investment Management, Asset Management, and Alternative Investments.

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