Passionate about Financial Services Industry Solutions Since 2004
Megan E. Morrice , Impact FinTech Consultant
✦ Digital Financial Technology
✦ Financial Inclusion
✦ SRI/ESG Investing
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 currently is working on a matchmaking platform for clients to find advisors who specialize in sustainable investing, and issues such as gender equity. 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. In 2015, she did a fellowship at Confluence Philanthropy, an international network that helps move philanthropy in the direction of mission-aligned investing. 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.
Values Advisor 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.
EQIS is a fee-based turnkey asset management program that helps relationship-focused advisors provide middle-market clients with access to some of the same investment strategies high net worth investors have enjoyed for decades, including separately managed accounts with multiple institutional money managers, broad diversification and tax efficiencies. EQIS makes it possible for investors with as little as $25,000 to gain some of those same advantages; Our purpose is to reinvent and democratize wealth management by providing the average investor access to the investment resources and asset management philosophies historically available only to ultra-wealthy.
I partner with financial advisors to help them design investment strategies for their clients, as well as act as the firm's expert on SRI.
The only values-driven Graduate School offering MBA & MPA degree programs that integrate social justice, environmental responsibility and systems thinking. I co-teach the Multisector Strategic Partnerships & Financial Solutions course.