Jane Edmondson, Co-Founder and CEO, EQM Indexes LLC
Jane Edmondson is the co-founder of EQM Indexes, a woman-owned firm dedicated to creating and supporting innovative indexes that track growth industries and emerging investment themes. The firm’s index design expertise spans a wide range of asset classes and financial instruments.
Ms. Edmondson is a former Quantitative Portfolio Manager with Allianz Global Investors and its predecessor firm Nicholas-Applegate. She started her career at Merrill Lynch and is approaching 30 years of experience in the investment industry. Jane holds an MBA in Finance from San Diego State University and a BA from UC Irvine.
Keith Beverly, Managing Partner & Chief Investment Officer, Grid 202 Partners
With over 15 years of investment management and financial planning experience, Keith’s responsibilities range from building customized investment portfolios to implementing sophisticated financial planning strategies for medical professionals, attorneys and professional athletes. GRID 202 Partners has developed an expertise in identifying private market investments that deliver attractive financial returns while achieving positive social impact.
A Washington, D.C. native, he is one of fewer than 20 African American advisors in the United States who holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst® (CFA) designations. Keith graduated from Carnegie Mellon’s Tepper School of Business with honors and obtained his M.B.A. from UNC’s Kenan-Flagler Business School, where he was a Dean’s Fellow. He also sits on the board of North Carolina A&T’s Department of Family and Consumer Services, one of four CFP® Board-registered programs at a historically black college.
Walter Booker, Chief Operating Officer, MarketCounsel
Walter K Booker is the Chief Operating Officer of MarketCounsel, the premier business and regulatory consulting firm focused exclusively on the Registered Investment Advisor (RIA) sector, along with its affiliate, The Hamburger Law Firm. He also serves as an ambassador for the firm within the RIA space, including as a featured speaker at major industry events and as an author and editor of its published content. Prior to joining MarketCounsel, Walter was a senior operating executive in both the institutional and individual investor sectors of the financial services industry, associated with firms like Ameriprise Financial Advisors, PaineWebber, and Salomon Brothers, as well as a consultant to for-profit and not-for profit organizations across their lifecycles.
In addition to his extensive executive and industry expertise, Mr. Booker contributes an abundance of impactful philanthropic leadership experience in the financial services industry and in the broader community. He is a Trustee of the MarketCounsel Foundation, the Chairman Emeritus and a board member of Sponsors for Educational Opportunity (SEO) and a board member of the AAAA Foundation, among numerous service commitments. Mr. Booker is a graduate of Harvard College and resides in Upper Montclair, New Jersey.
Phuong Luong, Investment Strategist, Adasina Social Capital
Phuong Luong, CFP® is the Investment Strategist for Adasina Social Capital and manages the social justice investment portfolio management process. She evaluates, maintains, and champions the social justice values of the firm in partnership with the Adasina team, investors, data providers, and community partners.
Phuong understands the current and historical barriers to financial wealth for so many communities in the U.S. This knowledge comes from her experiences as a public school teacher and former nonprofit professional, her upbringing, as well as her current work outside of Adasina as a financial planner for individuals and families.
Phuong serves as the Chair of the CFP Board’s Council on Education and is a member of the Center for Financial Planning’s Diversity Advisory Group. Phuong earned a Bachelor’s degree from Dartmouth College and a Master’s degree in Special Education from Boston University. She completed the Financial Planning Program at Boston University, where she was a recipient of the Robert J. Glovsky Scholarship for Financial Planning.
Diane Manuel, Financial Advisor, Urban Wealth Management
As an African American woman and as a financial advisor, Diane Manuel knows what it means to be a bit confused and overwhelmed by some of our financial systems. Her family wasn’t privy to all the different opportunities to create wealth. The terminology. The presentation. The code words that everyone assumes are common knowledge. Diane’s curiosity and passion set in motion a movement to empower women. She guides executives, professionals and managers toward implementing financial strategies in a way that supports their dreams and aspirations.
On her journey to build this movement to empower women, Diane has authored multiple articles published in Investopedia, MarketWatch, and Financial Planning Magazine focused on finance, women and philanthropy.
A native of Los Angeles, Diane is a lifelong learner with an undergraduate degree from the University of Southern California and her Ph.D. and M.B.A. from Claremont Graduate University.
Renee Morgan, Social Justice Strategist, Adasina Social Capital
Renee brings a long history of political engagement, and a passion to create a just world, to her over 20 years of experience in the financial services industry. She moved into the field of Social Work and from 1995-2001, worked as a counselor in a domestic violence shelter for women, a teen halfway house, a women’s addiction recovery halfway house, and then a county detox center. In 2001, Renee shifted careers and entered the field of finance at Trilogy Financial. After three years, Renee moved on to start her own firm, Better World Investments, acting as President until 2020.
Renee joined Adasina Social Capital as the Social Justice Strategist to combine her passion and cumulative work experience to make social and economic change. Renee works with our social justice partners to establish our investment criteria and direct investment campaigns.
Over the years, Renee has been recognized as a leader within Socially Responsible Investing, has served on several boards and committees, and has been a longtime activist and volunteer in the community. She currently works with projects like Showing Up For Racial Justice (SURJ), Black Lives Matter 5280, Denver Justice Project, and the Racial Justice Investing Coalition.
Renee has a Bachelor’s degree in Political Science from San Jose State University and a Master’s degree in Counseling Psychology from Leslie College.
Maya Philipson, Co-Founder & Chief Operations Officer, Adasina Social Capital
Maya joined what is now Adasina Social Capital in 2006 after forming a connection with the firm through social justice work. As COO at Adasina, she is keenly focused on ensuring that each client has a positive experience with the firm by coordinating support teams and liaising with outside professionals. Maya leads the firm’s business strategy and promotes human and social capital development by mentoring the professional growth of employees. In addition, she advances the firm’s vision of a financial services industry that is aligned with movements for racial, gender, economic, and climate justice.
Maya is a graduate of Antioch College where she earned her degree in Cultural Studies. Prior to joining the firm, Maya was the Chief Financial Officer of a family real estate limited partnership and a financial advisor at Ameriprise. While there, she obtained the Series 7 (General Securities Representative Examination) and Series 66 (Uniform Combined State Law Examination) licenses. In addition to her professional work, Maya served on the Board of Directors and the Finance Committee of the National Center for Lesbian Rights for over six years.
Gabe Rissman, Co-Founder & President, Your Stake
Gabe is the Co-Founder and President of YourStake.org, which provides explainable ESG data/tools, impact reporting, and shareholder engagement services. Gabe also co-founded Real Impact Tracker to evaluate fund managers on their holistic impact creation. Gabe’s believes that long-term investors have a tremendous incentive and ability to fight societal injustice with the right data and client support.
Gabe got his impact investing start while co-leading Yale’s fossil fuel divestment movement. At the same time, he co-ran the undergraduate Socially Responsible Investment fund, which became the first undergraduate organization to file a shareholder resolution. Gabe was recognized as 30 under 30 in socially responsible investing, and sits on the board of the Intentional Endowments Network. His perfect day includes eating Thai food while discussing moral philosophy.
Rachel J. Robasciotti, Founder & CEO, Adasina Social Capital
Rachel J. Robascotti is a Black, queer woman and the Founder & CEO of Adasina Social Capital. Adasina is an investment and financial activism firm that serves as a critical bridge between financial markets and social justice movements. Rachel is also the founder of Robasciotti & Philipson, an investment management firm founded in 2004 and sister company of Adasina.
She is regularly featured in the media, including The New York Times, Bloomberg, CNBC, Forbes, and Financial Planning Magazine, as a leader in the financial industry for integrating issues of racial, gender, economic, and climate justice into investment portfolios. Rachel currently serves as Treasurer of the Board of Directors for Resource Generation and as a Board Member for One Fair Wage and the Grab Your Wallet Alliance.
Sarah Walker, Assistant Professor of Economics, University of New South Wales
Dr. Sarah Walker is a Senior Lecturer in the School of Economics at the University of New South Wales, Sydney and holds a PhD from the University of Wisconsin, Madison. Her research addresses issues of poverty, environment, forced migration, and child health in lesser developed countries, the role of culture and institutions in shaping economic development, and the economic history of racial violence in the United States. Outside of her academic role, Sarah has held consultancies with the World Bank and UNHCR, and has over 5 years of experience in the financial services industry.
Napoleon Wallace, Co-Founder, Activest
Napoleon Wallace is a Co-Founder with Activest. Most recently Napoleon was the Deputy Secretary of Commerce for North Carolina. Previously he was a Social Investment Officer at the Kresge Foundation, and also served as a high yield bond analyst at Wells Fargo. He has an MBA from the University of North Carolina at Chapel Hill.