Passionate about Financial Services Industry Solutions Since 2004
Megan E. Morrice , Impact Consultant
✦Impact Investing
✦ Sustainable Finance
✦ Relationship Management
✦ Operational Support
Megan is committed to integrating her background in financial services with her professional experience in sustainability to use the power of business to solve social and environmental problems. She the Co-Founder and Head of Operations for ValuesAdvisor, a matchmaking platform for clients to find advisors who specialize in sustainable investing. Megan previously lead client and partnership development at HIP Investor, a global leader in impact investing. Her professional background working as a financial advisor and as a wholesaler allows her to work with clients and understand the internal challenges faced in the financial services industry. She holds an MBA in Sustainable Management from Presidio Graduate School. Megan is passionate about helping individuals and organizations understand their financial options, align their money with their values, and creating financial products that best serve the needs of people.
Current Engagements
ValuesAdvisor is a fintech startup revolutionizing the way investors find financial advisors. It's an online matchmaking platform that helps investors find a values-aligned investment advisors that meet their financial, social, and environmental goals.
I work as the Chief Operations Officer, helping to build the initial business, manage the website development, as well as fundraising.
