Marlis Jansen

Founder and CEO, Graddha
Specialty: Psychology of Wealth

Marlis founded Graddha, formerly The Money Conversation, out of a desire to help people increase their emotional awareness and agility with respect to their finances, a need rarely addressed in traditional financial planning.

As a member of a family office and board member of a private foundation, Marlis has both personal and professional insight into how people relate to money from multigenerational family dynamics to portfolio management.

Marlis, a mother of two,  is Vice President of the Springcreek Foundation and an active member of several professional organizations. She has a B.A. from Harvard University, a master’s degree in counseling psychology and a graduate certificate in financial psychology and behavioral finance.

Janine Firpo

Co-founder, Impact for Better
Specialty: Values-Aligned Investing

Janine Firpo is a values-aligned investor, angel investor, and social innovator. In 2017 she left her 35-year career in technology and international development to focus on how women can create a more just and equitable society through their financial investments. In 2018 Janine launched an organization to help women invest all their assets – from cash to public equities to private investments – in ways that align with their values.

Vivienne Hsu

Founder and CEO, LENDonate
Specialty: Strategic Philanthropy, Impact Investing

Vivienne is founder and CEO of LENDonate, a unique marketplace lending and donation platform where nonprofits and supporters leverage their collective power for the greater good.  Prior to being a social entrepreneur, Vivienne was investment executive at U.S. Trust, Charles Schwab Investment Management and American Century Investments where she managed over $10B in equity portfolios. She has appeared in numerous interviews on CNBC and Bloomberg TV and is frequently quoted in national publications.

Barbara E. Pierce

Founder, Women with Capital

In addition to her roles as an individual investor and founder of Women with Capital, Barbara has 25 years’ experience facilitating partnerships between top philanthropists and nonprofits.

As the founder and principal of Transformative Giving, she has worked with The Stanford Center on Philanthropy and Civil Society, The George Lucas Educational Foundation, Planned Parenthood and the ACLU of Northern California, among many others.