Our Mission
OpenInvest is a Public Benefit Corporation on a mission to deliver technology that helps mainstream values-based investing.
How We Do It
OpenInvest offers values-based financial solutions that help advisors unlock the true impact of their clients’ investments. With OpenInvest, financial advisors can seamlessly build, manage, and report on ESG portfolios, engaging with clients on a new level.
Investors
Our Team
Conor Murray
CEO, Co-founder
Conor Murray
CEO, Co-founder
Conor has spent over a decade in finance and financial technology. His experience ranges from investment banking at Morgan Stanley to leading teams of engineers at Bridgewater Associates, the world’s largest hedge fund, where he was responsible for the technology that optimized investments across all the firm’s funds and dozens of separately managed accounts totaling more than $150 billion. Conor graduated from MIT with a degree in Mathematics and Computer Science.
Josh Levin
CSO, Co-founder
Josh Levin
CSO, Co-founder
Josh brings over a decade of experience in sustainable finance to OpenInvest, including 6 years at the World Wildlife Fund (WWF) where he managed the Sustainable Finance Program and authored several reports. Josh holds a BA from Harvard and an MBA from NYU Stern, where he was a Reynolds Fellow in Social Entrepreneurship.
Phil Wei
Co-founder
Phil Wei
Co-founder
Phil has designed and built automated trading systems for some of the world's largest hedge funds including Blue Mountain Capital and Bridgewater Associates, where he was the sole developer responsible for all technical aspects of the system. Phillip holds a BSE in Computer Science from Princeton University.
Jimmy Sun
VP of Engineering
Jimmy Sun
VP of Engineering
Jimmy brings over 10 years of experience in technology management and finance to OpenInvest, with expertise in building automated financial systems and software to improve efficiency and customer experience. Jimmy graduated from Harvard University with a joint concentration in Computer Science and Economics.
Neha Bhatia Ramdas
VP of Sales
Neha Bhatia Ramdas
VP of Sales
Previously the Global Head of Sales & Partnerships at Juntos, Neha joins OpenInvest with extensive experience in complex sales and sales management. She has a Masters in Mathematics from Cambridge University (UK) and a Masters in Financial Mathematics from Columbia University (USA).
Jon Whitney
VP of Product
Jon Whitney
VP of Product
Jon has over 16 years of experience in building enterprise software. Most recently, he spent nearly six years at AppDynamics as it grew from a 350-person start-up to a business unit inside Cisco with over 2,000 employees. Jon holds a B.S. in Computer Science and Mathematics and a M.Eng in Computer Science from MIT.
Alexandra Lyon
Head of Financial Operations, CCO
Alexandra Lyon
Head of Financial Operations, CCO
Alexandra joins OpenInvest after spending over a decade working in middle and back office operations in the finance industry. Before OpenInvest, she led a team responsible for the valuation and maintenance of fixed income portfolios at a large investment manager in New York City.
Hanu Kunduru
Director of Engineering
Hanu Kunduru
Director of Engineering
Hanu has worked extensively across technology, finance, and startups in various capacities over the past decade, including co-founding Take Zero where he managed the tech/devops team and technology stack, and AlphaBeta Labs, where he launched and spearheaded several automation and analytics solutions.
Jake Raden
Senior Director of ESG and Financial Product
Jake Raden
Senior Director of ESG and Financial Product
Jake brings extensive investing experience to OpenInvest, most recently leading sustainable investing strategy at Pacific Global Asset Management (a division of Pacific Life). Jake holds a B.A. from the University of Chicago in Environmental Studies, and Masters of Public Health (MPH) from Creighton University.
Addy Kim
Operations Associate
Addy Kim
Operations Associate
Addy joins OpenInvest with experience as a Business Consultant at banks and financial firms, where she supported backend finance management. She graduated from University of Southern California with a Business Administration degree and a specialization in Mobile Application Development.
Aldo Okware
Senior Software Engineer
Aldo Okware
Senior Software Engineer
An interest in economics and business brought Aldo to OpenInvest, where he returns to fintech after spending three years managing an IT solutions provider. Previously, he worked on a mobile- and web-based betting and payments application and a micro-lending and saving solution.
Alena Tuttle
Strategic Account Manager
Alena Tuttle
Strategic Account Manager
Alena joins OpenInvest from Acorns where she pioneered the Account Management team focusing on the development and growth of Key Accounts. Previously, she worked at PIMCO where she supported Global Wealth Clients including Large Wirehouses, RIAs and ultra-high-net-worth individuals.
Alex Christian
ESG Product Manager
Alex Christian
ESG Product Manager
Alex joins OpenInvest with five years of experience in sustainable finance and expertise in ESG research and product management. More recently, he worked as a Product Strategist within BlackRock's iShares Sustainable Product Strategy team. Alex holds a BA from Northwestern University and the Sustainable Accounting Standards Board FSA Credential.
Ali Larijani
Strategic Account Manager
Ali Larijani
Strategic Account Manager
Ali Larijani began his career in finance at Bloomberg LP's San Francisco location in SaaS sales. From there he continued his passion for finance and private equity by working at Plug and Play Tech Center, a Corporate Accelerator and Venture Capital fund.
Andrea Kilpatrick
Senior Software Engineer
Andrea Kilpatrick
Senior Software Engineer
Andrea has spent many years in Big Tech, notably working on accessibility and developer tools at Google and the Kindle Touch reading software at Amazon. Andrea also helped develop The Nexus Today (https://thenexus.today/). She holds a BS in Computer Science and Mathematics from University of Miami.
Ari Weinstein
Senior Financial Strategist
Ari Weinstein
Senior Financial Strategist
Ari brings both conceptual and analytical expertise to OpenInvest, with experience ranging across finance, tax, law, and ethics. Prior to OpenInvest, Ari was a Senior Investment Associate at Bridgewater Associates. He holds a B.A. from Harvard, a J.D. from Yale, and a C.Phil. from UC Berkeley.
Arnold Taremwa
Software Engineer
Arnold Taremwa
Software Engineer
Arnold is experienced in building scientific computing systems that provide data-driven solutions to everyday problems. He joined OpenInvest to develop technology that facilitates thoughtful, cause-driven investments. Arnold holds a BSc in Petroleum Geosciences and Production from Makerere University.
Caitlyn Driehorst
Director of Product Strategy
Caitlyn Driehorst
Director of Product Strategy
Caitlyn joins OpenInvest as the Director of Business Development. Her past experience includes the Strategy & Innovation team at Capital Group American Funds and the Boston Consulting Group, where she specialized in financial services. Caitlyn holds an MBA from UC Berkeley-Haas and a BA from the University of Chicago, and she is currently a CFA Level II candidate.
Calvin Black
Sales Development Representative
Calvin Black
Sales Development Representative
Calvin comes to the OpenInvest team with a passion for finance and technology. Since graduating from Millsaps College with a Bachelors and Master's Degree in business, he has worked several start-ups, successfully helped raised funding, was published for entrepreneurship endeavours, and became a decorated Business Development Representative in the tech SaaS industry.
Cole Ferrari
Sales Development Representative
Cole Ferrari
Sales Development Representative
Cole joins OpenInvest with previous experience as a Financial Professional and Business Development Associate. Prior to joining Cole spent time assisting retail clients with their financial goals and then transitioned to B2B sales assisting Institutional Investors with expert networks. Cole graduated from the University of Scranton with a Bachelor’s Degree in Business Administration and was awarded the Doyle Stock Trading Award.
Dan Lang
Director of Sales
Dan Lang
Director of Sales
Dan brings over 6 years of experience in financial services to OpenInvest. Prior to joining the team, he spent time working with advisors as a sales consultant at AdvisorEngine, and spent several years at Fidelity as a broker and investment advisor where he earned his FINRA Series 7, 63, and 65 licenses.
Deepak Grover
Senior Software Engineer
Deepak Grover
Senior Software Engineer
Deepak has a master's degree in software engineering and has been working with startups for over six years. Prior to joining OpenInvest, he led a team of front-end engineers at Appbase.io and authored several open source libraries, as well as developed design standards and strategy at Take Zero.
Derek Smith
Lead DevOps Engineer
Derek Smith
Lead DevOps Engineer
Derek joins the team with over ten years' experience as an engineer, primarily working in cyber security and finance delivering automation in cloud computing. He has worked primarily with startups, helping engineering teams grow and adapt to market demands and company objectives.
Grant Horner
Full Stack Engineer
Grant Horner
Full Stack Engineer
Grant joins OpenInvest with 4 of years experience managing projects, developing software, and analyzing data for some of the largest transportation agencies in the country. Grant holds a BA in Geological Sciences and Mathematics.
Jiaqi Liu
Operations Associate
Jiaqi Liu
Operations Associate
Jiaqi joins OpenInvest with portfolio administration experience at a global asset management firm where she oversaw relationship management, trade creation, and compliance and risk monitoring for separately managed accounts. She graduated from Yale University with a B.A. in Economics.
John Klingler
Senior Director of Sales
John Klingler
Senior Director of Sales
John joins OpenInvest with experience as a Consultant and Account Executive at FactSet, an industry-leading financial software solution that provides investment professionals with instant data and analytics. John graduated cum laude with a degree in Finance from the University of Dayton.
Kaitlyn Abrams
ESG Product Manager
Kaitlyn Abrams
ESG Product Manager
Kaitlyn joins OpenInvest with 6 years of experience in the ESG universe, most recently working as a Portfolio Manager and Impact Strategist at Montcalm, a San Francisco-based boutique wealth management firm. Kaitlyn holds an MA in English from the University of Maine and an MS in Environmental Governance from the University of Oxford.
Katrina Rili
Business Development Analyst
Katrina Rili
Business Development Analyst
Katrina joins OpenInvest with a background in strategic partnerships at a gig economy tech platform. Prior to joining the team, she managed partnerships that focused on acquiring new clients through marketing and API integrations. She graduated from the University of San Francisco with a degree in Business Administration and a concentration in Entrepreneurship.
Kymberly Grove
Executive Assistant
Kymberly Grove
Executive Assistant
Kym joins OpenInvest with 5 years' experience supporting executive leaders and their teams with administration, operations, and project management. She previously worked in non-profit fundraising and supported the executive team at a SaaS company. Kym holds a B.S. in Environmental Science from Wheaton College.
Leigh Kloss
Director of Marketing
Leigh Kloss
Director of Marketing
With over 7 years of marketing experience across content, social, brand, and product, Leigh brings a diverse marketing skillset to OpenInvest. Prior to joining, she was the founder of her own e-commerce business, managed social marketing at E! Entertainment, and worked in product marketing at a SaaS company.
Lorrie Chan
Content Marketing Specialist
Lorrie Chan
Content Marketing Specialist
Lorrie joins OpenInvest with a background in digital marketing and a primary focus on content marketing. Prior to joining the team, she managed brand content and strategy that focused on creating engaging and digestible content. She graduated from San Jose State University with a BA in Communication Studies and Humanities.
Marc Lee
Director of Sales
Marc Lee
Director of Sales
Marc joins OpenInvest with over a decade of B2B and SaaS sales experience within the fintech and financial services space. Prior to joining, Marc spent time working as a seller for Square, focused on economic empowerment and making commerce easier for merchants. He also spent several years at Equitable as a broker and investment advisor where he earned his FINRA Series 7 and 63 licenses.
Mario Isaac
Director of Business Development
Mario Isaac
Director of Business Development
Before joining OpenInvest, Mario was the VP of Business Development for Americas at Wecash, a Chinese Fintech company that connects borrowers, lenders, and merchants. Mario also has extensive experience in Retail Banking, working for ABN Amro Bank, Citibank, and Santander in Latin America.
Megan Moran
Digital Marketing Coordinator
Megan Moran
Digital Marketing Coordinator
Megan joins OpenInvest with experience as a Marketing and Communications Associate at a cryptocurrency fintech startup where she supported content and marketing strategies. She graduated from California State University, Chico, with a Journalism degree and a specialization in Public Relations.
Niall Murray
Data Engineer
Niall Murray
Data Engineer
Niall brings to OpenInvest his previous experience as both a software developer and researcher in the field of big data. Prior to joining the team, he helped develop innovative fintech solutions at data intelligence firm Thasos in New York City. Niall holds a degree in Mathematics from MIT.
Nima Talaie
Sales Development Representative
Nima Talaie
Sales Development Representative
Nima joins OpenInvest with a high enthusiasm for technology and finance. His prior experience includes working with Banks and Credit Unions at Informa Research Services, and helping financial advisors quantify risk in investment portfolios at Riskalyze. He holds a bachelors degree in Philosophy from the University of California, Santa Barbara.
Salim Salaues
DevOps Engineer
Salim Salaues
DevOps Engineer
Salim brings over a decade of engineering experience to OpenInvest, with expertise in technology infrastructure development and design. Prior to joining the team, he led developer operations for a software defined scale-out storage company developing and maintaining their open source products.
Sarah Sung
Director of Account Management
Sarah Sung
Director of Account Management
Sarah has spent the last five years leading and growing Account Management teams at high-growth tech startups. Before that, she spent five years at Fidelity Investments. Sarah holds a BS from Boston University and an MBA from Columbia Business School.
Sila Sayan
Product Manager
Sila Sayan
Product Manager
Sila joins OpenInvest with fintech experience ranging from managing technical engagements with multinational banks and overseeing platform integrations with major international exchanges, to designing and implementing new QA and release practices for large development teams. Sila holds BS and MEng degrees from MIT in Electrical Engineering and Computer Science.
Sophia Blistein
Recruiting Operations Manager
Sophia Blistein
Recruiting Operations Manager
After graduating with a B.A. in organizational studies from Brown University, Sophia joined OpenInvest as an intern and has been with the team ever since. During her time, she has taken on a variety of roles and developed expertise in several areas including marketing, customer support, HR and recruiting.
Stefanos Marnerides
Quantitative Analyst
Stefanos Marnerides
Quantitative Analyst
Before joining the team, Stefanos was a senior researcher at a systematic hedge fund where he gained experience in algorithmic portfolio construction, risk management, and optimization and strategy evaluation. He has a PhD in Theoretical Physics from Columbia University and BSc degrees in Physics and Mathematics from MIT.
Steph Kelly
Product Manager
Steph Kelly
Product Manager
With four years of product design experience, Steph joins the team with expertise in building and validating engaging user experiences and interfaces. Before OpenInvest, she spent time as a design consultant at Often Early, collaborating with both early stage ventures and mature enterprises.
Wang Lei
Senior Software Engineer
Wang Lei
Senior Software Engineer
Wang brings over 7 years of experience in software engineering to OpenInvest, most recently working at Clover as a manager for the developer platform and app market teams, as well as an engineer for the server infrastructure team. Wang holds a BS and ME in Materials Science from MIT.
Will Venturi
Senior Director of Sales
Will Venturi
Senior Director of Sales
Will brings his passion for finance, investing, and technology to the team. Will has experience working for several large institutions including: Northwestern Mutual, The Vanguard Group and Wells Fargo. Prior to joining OpenInvest, Will helped scale Utah-based Startup, MX Technologies, by consulting with Banks and Credit Unions on how to best capture market share through strategic deployment of technology.
Zahra Thomas
Sales Development Representative
Zahra Thomas
Sales Development Representative
Zahra Thomas began her career on Wall St. as an Account Manager. She has more than 3 years of experience in software sales successfully connecting enterprise brands to SaaS solutions. She is a graduate of Howard University School of Business.
Interested in joining the OpenInvest team? See our current openings here.
Advisors
Ciara Burnham
QED | Evercore
Erika Cramer
Cany Capital | Silver Lane Advisors | US Trust
Gail Klintworth
Old Mutual | Unilever | SystemIQ
Kameron Rezai
Blackrock | FutureAdvisor | Aperio
Ben Silbermann
Pinterest | Google
Kate Starr
Flatworld Partners | Heron Foundation
Jane Bulnes-Fowles
Veris Wealth Partners | Lean Enterprise Institute
Adam Gromis
Goldman Sachs | Imprint Capital Advisors
Stuart Davidson
Somen Capital | Labrador Ventures
Raaid Ahmad
Facebook | Weebly | Bridgewater
Patricia Kao
Blackrock | U.S. Department of the Treasury | Silicon Valley Bank
Affiliations
