Member Profiles

Some of our members have shared stories about their financial lives, their experiences as members of Invest for Better, and the path they are taking to invest their values. Enjoy!

GG

Profile: GG

Some of our members are happy to share their stories, but would rather stay a bit anonymous. That is the case with the woman that we are profiling this month. GG didn’t learn about investing or the complexities of dealing with money until after she finished college.
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Jeanne Walz

Profile: Jeanne Wolz

"I’m Jeanne Wolz, a life and business coach, a mom to an imaginative toddler, a former public-school teacher, and a recovering perfectionist. After a journey from working 17-hour work days to 10-hour work weeks and still feeling unaligned, I decided that it was time to stop listening to “the experts” on how to create a meaningful and nourishing work life and start listening to myself ..."
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Profile: Suzanne Biegel

This profile is dedicated to honoring one of the most important women in our community – and, indeed, the ecosystem of values-aligned investing by and for women – Suzanne Biegel. Suzanne is an incredible leader, who gives life to Invest for Better’s tagline “women lead the way”.
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Profile: Krupali Patel

“My grandfather prepared free meals every day for thousands of people. My family was very good at giving,” Krupali Patel said as she reflected on her money story. Having grown up in Zambia, Krupali was aware of two starkly different worlds from an early age ... as a result, she grew up with a consciousness about how to spend money and with a commitment to serve.
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Profile: Jenny Everett

A self-described “recovering non-profit executive who now advises other non-profits and social impact organizations,” Jenny Everett has had a fascinating career. Like many, her path was anything but straight ... she realized that she needed work that made more of a difference. This brought Jenny into the world of philanthropy and, ultimately, to recognize the power of combining doing well financially with doing good for the world.
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Ashima Aggarwal

Profile: Ashima Aggarwal

According to Fidelity’s 2021 Women and Investing Study, the number of women who are investing outside of retirement jumped from 44% to 67% between 2018 and 2022. What happened? In part, the answer is the pandemic, which left women with more time to think about their money and the implications of not taking action. One of those women is Ashima Aggarwal, an IFB member and Circle Leader.
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SILVIA MAH

Profile: Silvia Mah

Remember that statistic about only 1.9% of all venture capital in 2022 went to female founders? Well, one of the women that is working hard to change that statistic is Silvia Mah, an IFB Pathfinder, Founder & Chairwoman of Stella, CEO of She Invests!, and Adjunct Professor at Biola University.
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Vanessa Lowe

Profile: Vanessa Lowe

An IFB Circle Leader, Vanessa Lowe retired at age 56 by using lessons she learned about money and life from her parents. They met at Livingstone College, an HBCU, in the early 1960s, then left their southern roots, heading to New York City as part of the Great Migration. There, they built lives around three daughters, public service careers, and their faith community.
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Patricia Lizarraga

Profile: Patricia Lizarraga

The members of our community continue to amaze us as they lead and innovate across the values-aligned finance industry, which includes bringing new investment products to market. Patricia Lizarraga, an IFB Circle leader and Founder and Managing Partner of Hypatia Capital, is an example.
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Jensyn Hallett

Profile: Jensyn Hallett

“My grandmother passed away on Friday. When I reflect on her life, I think of a strong woman, one of the many strong women who made me the person I am today ... She was explaining why she established the Southern Capital Project a few years ago."
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