Sloane Ortel Email and Phone Number
I'm the founder and chief investment officer of Ethical Capital Investment Collaborative based in Provo, Utah.
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FounderEthical Capital Jul 2021 - PresentEthical Capital Investment Collaborative is a Utah registered investment adviser that serves long-term investors interested in aligning their investments with rigorously defined ethical principles. -
Co-FounderWood Cache Pbc Oct 2022 - PresentWe remove carbon dioxide from the atmosphere by burying waste wood in specialized pits, creating high quality carbon removal certificates for corporations seeking to reach net zero emissions. -
ColumnistCitywire Usa Jan 2020 - Dec 2021New York, Ny, UsI wrote a monthly column detailing various ways that leaders of investment organizations can act to promote equity, diversity, and inclusion in the asset management industry. -
Independent ConsultantRiver Orion Oct 2018 - Aug 2021
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Content ManagerCfa Institute May 2010 - Oct 2018Charlottesville, Va, UsDirected strategy and planning to establish CFA Institute Blogs and build the platform into a leading source of investment commentary, eventually reaching more than 180,000 monthly readers with daily research and analysis. Created processes for identifying content needs and engaging CFA Institute members and other industry leaders to serve as external authors and publishing co-created content. Sought, executed, and serviced partnerships with sister CFA Societies and leading publications around the world to source additional content and expand the influence of CFA Institute members. Represented the institution by authoring hundreds of articles, delivering 40+ seminars at leading investment firms, and co-authoring a member-oriented investment idea generation guide. -
Summer Associate, Chairman'S OfficeIndo-Mim Pvt. Ltd. Jun 2009 - Aug 2009Hoskote, Bangalore, Karnataka, InI helped develop a growth and acquisition strategy for this closely held Indian industrial company. -
Registered Representative, Davis-Posternak GroupOppenheimer & Company Jun 2007 - Aug 2008New York, Ny, UsPassed the series 7 at age 19 and became the firm's youngest registered representative.
Sloane Ortel Skills
Sloane Ortel Education Details
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Fordham UniversityEnglish -
The College Of Idaho -
Salisbury SchoolHigh School
Frequently Asked Questions about Sloane Ortel
What company does Sloane Ortel work for?
Sloane Ortel works for Ethical Capital
What is Sloane Ortel's role at the current company?
Sloane Ortel's current role is Chief Investment Officer at Ethical Capital Investment Collaborative.
What schools did Sloane Ortel attend?
Sloane Ortel attended Fordham University, The College Of Idaho, Salisbury School.
What skills is Sloane Ortel known for?
Sloane Ortel has skills like Alternative Investments, Leadership, Writing, Agility, Social Media, Public Speaking, Valuation, Thought Leadership, Portfolio Management, Blogging, Investments, Financial Risk.
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