Vivienne Hsu, Cfa

Vivienne Hsu, Cfa Email and Phone Number

Founder and CEO | Providing investors with high-impact ROI @ LENDonate
Vivienne Hsu, Cfa's Location
San Francisco Bay Area, United States, United States
Vivienne Hsu, Cfa's Contact Details

Vivienne Hsu, Cfa personal email

Vivienne Hsu, Cfa phone numbers

About Vivienne Hsu, Cfa

I am a social entrepreneur who is passionate about creating financial solutions that bring investors, donors, and nonprofit leaders together for a better world.With decades of experience in the financial sector, encompassing investment management, risk modeling, and private banking, I aligned my work, time, and wealth through a social impact lens. I started LENDonate, Inc. to build a more collaborative financial ecosystem for the nonprofit social sector and to provide investors with a direct way to expand their scope of impact. Outside of work, I am on boards of organizations that support communities, women leaders, and investments that should be amplified.

Vivienne Hsu, Cfa's Current Company Details
LENDonate

Lendonate

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Founder and CEO | Providing investors with high-impact ROI
Vivienne Hsu, Cfa Work Experience Details
  • Lendonate
    Founder, Ceo
    Lendonate Jan 2016 - Present
    Cupertino, California, Us
    Creating a new nonprofit financial ecosystem at LENDonate, the next generation of impact investing. Our marketplace lending platform is a unique network where individuals, foundations, impact investors, banks, and nonprofits leverage their collective power for the greater good. Nonprofit borrowers can showcase their programs on LENDonate and efficiently receive needed capital to reach their next milestone.Lenders can personalize their financial support dynamically to complement their evolving investment and philanthropic goals. LENDonate provides key metrics at your fingertips to help you make informed decisions.
  • Aeris Insight Inc.
    Board Member
    Aeris Insight Inc. Feb 2021 - Present
    Philadelphia, Pennsylvania, Us
    GUIDING CAPITAL TO GOOD®: Aeris accelerates the flow of capital to good by driving accountability and transparency into impact investing.
  • How Women Lead
    Executive Board Member
    How Women Lead Nov 2012 - Present
    San Rafael, California, Us
    How Women Lead is a national women’s organization focused on activating and advocating for top executive women by affecting change at all levels through a proven, four-step strategy: by affecting systems reform, mobilizing a movement, offering training, and giving access to opportunities.Women corporate directors and those on that pathway work together to drive legislation, change corporate behavior, build their skills and develop a pipeline of women ready and qualified to join corporate boards.How Women Lead offers an engaging and influential network to connect, learn and take action on the issues and inequitable systems that impact women’s leadership progression, communities, and lives.
  • Los Altos Mountain View Community Foundation
    Board Chair
    Los Altos Mountain View Community Foundation Jul 2021 - Jun 2024
    Los Altos, Ca, Us
    LAMV-CF provides local grants, incubates emerging nonprofits, offers donor-advised funds and philanthropic advising, and partners with community organizations and residents on solutions that make a sustained difference in Los Altos, Los Altos Hills, and Mountain View.
  • Asymmetric Etfs
    Member Board Of Trustees
    Asymmetric Etfs Jan 2021 - Oct 2023
    New York, New York, Us
  • Us Trust
    Svp, Private Client Advisor
    Us Trust Sep 2012 - Aug 2015
    Us
    Helped high net worth individuals and families manage their wealth and its complexities by identifying and fixing gaps in their financial lives. Advised on investment portfolios, financial leverage and strategic philanthropy.
  • Charles Schwab Investment Management
    Vp, Senior Portfolio Manager
    Charles Schwab Investment Management Aug 2004 - Aug 2011
    Westlake, Texas, Us
    * Oversaw international and domestic, quantitative active equity strategies topping over $10 billion in AUM. * Spokesperson for Schwab Funds in numerous media events and interviews on CNBC and Bloomberg TV.* Steered fund launches, closures and repositioning, and presented to the fund board on these objectives and expectations; an example of a successful fund launch was the Schwab Premier Equity Fund which gathered $334 million in assets by the launch date, which soft-closed at $1.5 billion after 15 months.* Lead portfolio manager of Schwab Hedged Equity Fund, a strategy with dynamic short ratio that was used by RIA in alternative investment allocation.
  • American Century Investments
    Vp & Portfolio Manager
    American Century Investments Aug 1997 - Aug 2004
    Kansas City, Missouri, Us
    * Co-managed the Income & Growth Fund and several institutional separate accounts, with $6 billion assets under management.* Conducted research projects within the areas of portfolio optimization, signal implementation, market impact costs and implementation shortfall.* In collaboration with IT, designed and implemented crucial intranet website to facilitate multiple quantitative functions, such as real-time file generation, and a sandbox environment for testing.
  • Msci Inc.
    Quant Consultant
    Msci Inc. Apr 1993 - Aug 1997
    New York, Ny, Us
    * Managed client relationships of quant equity investment managers, pension plan sponsors and consultants.* Provided interpretation on investment theory to clients conducting comprehensive analyses on investment portfolio risk and performance attribution.

Vivienne Hsu, Cfa Skills

Client Communications Board Presentations Investment Strategies Product Strategy Product Management Portfolio Management Investments Equities Alternative Investments Asset Management Asset Managment Wealth Management Mutual Funds Asset Allocation Start Ups Financial Services Risk Management Investment Management Strategy Financial Markets Fixed Income Financial Modeling Portfolio Optimization Finance Bloomberg Hedge Funds

Vivienne Hsu, Cfa Education Details

  • University Of California, Berkeley, Haas School Of Business
    University Of California, Berkeley, Haas School Of Business
    Mba
  • University Of California, Berkeley
    University Of California, Berkeley
    Applied Mathematics

Frequently Asked Questions about Vivienne Hsu, Cfa

What company does Vivienne Hsu, Cfa work for?

Vivienne Hsu, Cfa works for Lendonate

What is Vivienne Hsu, Cfa's role at the current company?

Vivienne Hsu, Cfa's current role is Founder and CEO | Providing investors with high-impact ROI.

What is Vivienne Hsu, Cfa's email address?

Vivienne Hsu, Cfa's email address is vi****@****hoo.com

What is Vivienne Hsu, Cfa's direct phone number?

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What schools did Vivienne Hsu, Cfa attend?

Vivienne Hsu, Cfa attended University Of California, Berkeley, Haas School Of Business, University Of California, Berkeley.

What are some of Vivienne Hsu, Cfa's interests?

Vivienne Hsu, Cfa has interest in Kids, Cooking, Economic Empowerment, Electronics, Education, Environment, Home Improvement, Reading, Poverty Alleviation, Crafts.

What skills is Vivienne Hsu, Cfa known for?

Vivienne Hsu, Cfa has skills like Client Communications, Board Presentations, Investment Strategies, Product Strategy, Product Management, Portfolio Management, Investments, Equities, Alternative Investments, Asset Management, Asset Managment, Wealth Management.

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