Invest for kids
Sustainable ESG portfolios
Invest for kids
Sustainable ESG portfolios
Born in New York City’s east village, Noah
Kerner is the CEO of the micro-investing app MyOakFinance and co-founder of
the shareholder rights startup Say. His background is colorful: 4X
entrepreneur, Co-author of "Chasing Cool” with the former CEO of
Barneys, and former DJ for Jennifer Lopez. In his 20s, Noah built the
leading creative agency for the young adult market, Noise. Before being
acquired by Engine, Noise developed hundreds of products and marketing
campaigns for this generation including Facebook’s first application,
the first credit card to reward responsibility rather than spending for
Chase, Vice's music site Noisey, and the top branded game in the App
Store. Noah has been recognized as one of Billboard Magazine’s “Top 30
Under 30,” AdWeek’s “Top 20 Under 40,” Fast Company’s “Innovation
Agents” and “Impact Council” members, and as a judge for the Webby
Awards. He has also advised and invested in a variety of fast-growing
startups, including WeWork, where he served as the first Chief Strategy
& Marketing Officer from 2013-2014. Passionate about educating
today’s youth, Noah has lectured on entrepreneurialism, fintech, and
media at NYU, UCLA, Stanford, and Columbia and currently serves on the
Board of VH1's Save The Music Foundation. Noah is a graduate of Cornell
University where he studied Psychology and Economics.
My apartment in New York City. I love it and it keeps appreciating. That's the best kind of value.
to never make decisions driven by fear. But since we all get afraid
sometimes, I think it's good to just take a long walk in the sun before
making a big investment decision.
always hoped investing allows me to get involved in things that bring
me pleasure and/or create positive change in the world - whether it's an
apartment for myself or a great company advancing society.
I don't really splurge. I've been wearing the same t-shirts since I was 18.
Answers to the Q & A are not meant as investment advice and should
not be read as recommendations to buy or sell securities.
Rich’s career spans two decades where he has
served as a leader in Treasury, Corporate, and Investor Relations at
publicly traded companies. Most recently he was the Vice President of
Finance at Twitter. Prior to Twitter, Rich held executive positions at
AT&T and DreamWorks Animation, where he spent ten years as Deputy
Financial Officer helping build the company into the leader of premium
family content. While at Dreamworks, the company released the world’s
highest-grossing animated film, Shrek 2. Rich holds an MBA from Columbia
University and a BA in Economics from Hamilton College.
has over 20 years of experience in business and finance. Before joining
MyOakFinance, Jasmine served as the COO and CFO for all consumer products at
PayPal leading strategy, product management, business operations,
strategic partnerships, finance and analytics. Jasmine was influential
in redefining the PayPal consumer strategy and creating an execution
plan that became PayPal’s strategic priority. Jasmine also served as the
CFO of Xoom, following the acquisition by PayPal, and led a successful
integration to drive synergies and profitable growth. Jasmine spent the
first 11 years of her career advising clients in M&A, restructuring,
liquidity optimization and audit. She holds a Bachelors degree in
Finance from the University of Florida and a Masters degree in
Accountancy from the University of Virginia.
PayPal stock I got back in 2013. It has tripled in value.
Don't put all your eggs in one basket. Diversify.
Financial independence and freedom to enjoy retirement and invest in my passion projects.
Every formal gown I purchased for holiday parties.
Disclosure: Answers to the Q & A are not meant
as investment advice and should not be read as recommendations to buy
or sell securities.
Manning launched market-leading products and
programs at JPMorgan Chase like Chase Sapphire, Chase Freedom and Chase
Ultimate Rewards, and was named an Ad Age "40 Under 40." He spent four
years in Beijing, China, as CMO of JPMorgan Chase's consumer team and
while there, founded a local credit card business. During his 18 year
tenure at Chase, Manning oversaw many departments including Branding,
Advertising, Product Development, Marketing, Corporate Development,
Innovation, Sales Strategy, and, lastly, as the Managing Director of
Loyalty Innovation. He and his wife have three future MyOakFinance investors.
Walmart. I'm from Arkansas, and I've had Walmart stock since I was a teenager.
Identify the things you want to pay a premium for (for me it's dining) and then be hopelessly cheap on most everything else.
It's really about being in a position where I can pursue my passions with a "!" instead of a "?"
Pretty much any Napa Valley wine club I ever signed up for…
Hugh is a technology executive, product leader,
and architect who has built innovative technology at-scale for the
world’s largest financial institutions. As Chief Architect and CTO for
14 years at JP Morgan Chase, he led the execution of strategic
technology initiatives, including mobile banking, mobile payments,
merchant acquiring, customer support systems, and big data. His mobile
payments work has earned multiple industry awards, and 5 patents.
Working with both large and small companies throughout his career, Hugh
has a history of scaling platforms to new levels of potential. He has a
BS in Computer Science and an MBA from the University of Delaware, and
lives in Wilmington, DE with two future MyOakFinance investors.
My two kids. The financial investment is massive, but the returns are better than anything else I ever committed money to.
Just be comfortable living within your means.
A beach house where I can open the windows and nap to the sounds of the ocean.
I worked in New York and I bought a lot of nice expensive suits. I don’t expect to wear a suit to work ever again.
has dedicated 20 years to creating engaging workplaces. Patricia was
the first HR hire for MyOakFinance and during her time she has built a
values-based culture focused on growth and talent development. Prior to
MyOakFinance, she held multiple roles at Experian, including overseeing HR
Operations. Patricia earned a bachelors degree in Psychology from UC
Berkeley. She currently resides in Irvine with her two future MyOakFinance
My home. Not only
does it continue to appreciate in value, it's also the home I plan to
raise my family and create many lasting memories in.
early to a 401(k), but don't stay so laser focused on saving that you
forget to enjoy the life that you earned.
The ability to provide a nurturing and fulfilling life for my children and also live a comfortable retirement.
Every handbag in my closet, whether a splurge or inexpensive, because I use the same one every day.
Disclosure: Answers to the Q & A are not meant as
investment advice and should not be read as recommendations to buy or
James has a proven record of scaling businesses
across multiple industries in the Fortune 50, Fortune 200 and at
start-ups. Most recently, as Chief Marketing Officer, James helped build
the performance marketing and brand teams at Upstart, the leading AI
lending platform. Before Upstart, he was the Chief Operating Officer
& Chief Marketing Officer of Metromile, the leading usage-based car
insurance business. Prior to joining Metromile, James was Chief
Marketing Officer at DISH Network, the telecommunications giant, where
he built the customer acquisition team to help accelerate subscription
and ARPU growth. James started his career at Procter & Gamble where
he led many brands including Old Spice, Gillette, Prilosec OTC, and
Vicks. James was named ADWEEK “Grand Marketer of the Year” for his
work leading the Old Spice “Smell like a Man, Man” campaign.
James lives in Moraga, California with this wife and three daughters.
Hands down the best investment has been my college education. It made me curious and passionate about learning.
Start saving early for your kids'
college. Just a small amount every month compounds over time and I have
been surprised how quickly it adds up. My father-in-law suggested I
start early and now my three daughters will have the opportunity to go
I love to travel and explore. My dream is to travel the world on a boat with my family.
I bought a hot tub when I was in my 20’s and
didn’t contribute to my IRA for several years because I was making
payments on the hot tub. If I was thinking long-term I never would have
made that decision.
Disclosure: Answers to the Q & A are
not meant as investment advice and should not be read as recommendations
to buy or sell securities.
has over 18 years of legal experience, including 13 years leading
in-house legal, regulatory and compliance teams at private equity and
venture backed companies. Her business experience in executive roles as
Chief Growth Officer of a social commerce startup and Chief Sales
Officer at Arbonne, a global health and wellness company, offer her
invaluable insight to the needs of her business partners and the
customers we serve. While Chief Legal Officer at Arbonne, Ashley was
named General Counsel of the Year - Private Company by the Orange County
Business Journal and Top 20 Leading In-House Counsel by the Los Angeles
Daily Journal. Prior to going in-house, Ashley started her legal
career at the global law firm Latham & Watkins, LLP where she
focused on securities matters, public company representation, corporate
finance transactions and mergers & acquisitions. Ashley
attended Duke University School of Law (Juris Doctor), Stanford
University Graduate School of Education (Masters in Education) and
Stanford University (Bachelors in Human Biology).
Education. Law school
is a serious financial investment. It was a proud moment for me when I
was able to pay off all my student loans. With my legal degree,
I've created a career path with a rich variety of fulfilling
professional and personal opportunities I wouldn’t have otherwise.
Make a budget and
stick to it so you don’t live beyond your means. Having a plan can help
reduce stress and allow you to thoughtfully focus on your personal
The freedom to travel the world with my family and discover its rich diversity of landscapes and cultures.
I don’t splurge unless I’ve saved and planned for it, so they feel more like rewards for hard work than regrets.
As Founder, Chairwoman and CEO of The Garcia
Companies and TGC Management and Co-Founder of Seven Bucks Companies,
Dany Garcia is the visionary architect of some of the most successful
enterprises, brands and talent. Her immersive global approach within
ever-changing landscapes paired with precise instincts have led to
unprecedented box office success and innovative business partnerships
With unbridled athleticism as a professional bodybuilder, Garcia also
flawlessly pioneers her expansive enterprise while competing at the
highest level. Her global audience can expect trailblazing initiatives
throughout 2020 and beyond, as Garcia continues to keep human needs and
experience at the forefront of her endeavors across the spaces of mental
and physical wellness, athletics, entertainment, spirits, finance and
In 2019, Garcia, in partnership with Dwayne Johnson, announced one of
their most ambitious endeavors to date – Athleticon, a
first-of-its-kind community-driven virtual experience. The inaugural,
eponymous counterpart, an immersive event experience celebrating the
very best in athletics, wellness and entertainment will take place in
October 2021 in Atlanta. Most recently, Garcia announced her acquisition
of the XFL alongside Johnson and RedBird Capital, making her the first
female owner of a major professional sports league.
Garcia's passion for bettering the
world through socially responsible decisions is consistently reflected
in the culture of her teams and the businesses she builds.
Gabrielle Sulzberger is a seasoned financial
executive with over 30 years of experience assisting public and
privately held companies in consumer products, retail, financial
services and health sciences.
Until August of 2017, Ms. Sulzberger served as Chairman of the board
of Whole Foods, where for 13 years she had previously served as Chair of
the company’s audit committee. She currently serves on the board of two
other public companies, Tel-Aviv based Teva Pharmaceuticals, and
Brixmor Property Group, where she chairs the governance committee.
Previously Ms. Sulzberger served on the boards of Stage Stores, IndyMac
Bank, and Bright Horizons, and numerous private company boards.
For the past twelve years Ms. Sulzberger has served as General
Partner of Rustic Canyon/Fontis Partners, a private equity fund based in
Pasadena, California. Prior to joining RC/Fontis, Gabrielle served as
CFO of several public and private companies, including Gluecode
Software, a venture-backed open source software company which was sold
Gabrielle is a Trustee of the Ford Foundation. She also serves on the
Boards of the WomenCorporateDirectors Foundation, the National
Association of Corporate Director’s Audit Advisory Council, Trinity
Church Wall Street and she is a Henry Crown Fellow of the Aspen
Institute. In 2014 she was named a Top 100 Director by the National
Association of Corporate Directors.
Ms. Sulzberger received her B.A. from the Woodrow Wilson School of
Princeton University. She received her M.B.A. from Harvard Business
School and J.D. from Harvard Law School and is a member of the
Venu Krishnamurthy, Managing Director, is the
co-head of the Aladdin Wealth Tech (AWT) business within BlackRock
Solutions. He is a member of BlackRock's Global Operating Committee.AWT's
mission is to transform wealth management through technology and
differentiate BlackRock as a strategic partner for our clients. As
technology fundamentally reshapes the global wealth management industry,
we partner with wealth managers to enhance their value proposition to
their end clients, create rigor and scale in their investment process,
and grow their businesses in a differentiated way.Prior to
joining BlackRock, Venu was President of Citigold Wealth Management
(CWM), in the US where he was responsible for designing client value
propositions, leading the national salesforce, and delivering a
comprehensive suite of investment products. Venu spent over twelve years
at Citi across three different continents and in all three key business
lines - Global Wealth Management, Consumer Banking & Institutional
Clients Group. Prior to joining Citi, Venu spent a decade in private
equity and management consulting, after starting his career as an
engineer at IBM.Venu earned his Bachelor's degree in Engineering
from the National Institute of Technology, Surathkal and MBA from
Indian Institute of Management, Ahmedabad.
Adam Nash is an independent investor and
advisor who most recently served as Chief Executive Officer of
Wealthfront, where for four years he championed the creation of a new
category of automated investment services. While at Wealthfront, the
company grew its client base by over 60x, and grew assets under
management 45x from less than $100m to over $4 billion.
Nash discovered Wealthfront while working at Greylock Partners as an
Executive in Residence, where he advised the leadership teams of the
firm’s consumer technology companies and helped evaluate new investment
opportunities. Prior to Greylock, Nash was the Vice President of the
product management team at LinkedIn. He led LinkedIn's platform and
mobile products, including the launch of LinkedIn's open developer
platform and their highly successful native applications, as well as
mobile web experiences. He is the founder and architect of LinkedIn
Hackdays, a seminal program for driving the innovation culture at the
company. He also was responsible for leading LinkedIn's search and cloud
efforts as well as forming and leading their user experience and design
Before joining LinkedIn, Nash held a number of leadership roles at
eBay including director of eBay Express, an innovative new site focused
on fixed-priced products. He also held strategic and technical roles at
Atlas Venture, Preview Systems, and Apple.
Nash holds an MBA from Harvard Business School and bachelor’s and
master’s degrees in computer science with a focus on human computer
interaction from Stanford University.
Shlomo Benartzi is a behavioral economist
interested in combining the insights of psychology and economics to
solve big societal problems. He is a professor and co-founder of the
Behavioral Decision-Making Group at UCLA Anderson School of Management.
Along with Richard Thaler of the University of Chicago, Benartzi
pioneered the Save More Tomorrow™ (SMarT) program, a behavioral
prescription designed to help employees increase their savings rates
gradually over time. SMarT increased employee savings rates from 3.5
percent to 13.6 percent. The SMarT program is now offered by more than
half of the large retirement plans in the U.S. and a growing number of
plans in Australia and the U.K. The program has also been incorporated
into the Pension Protection Act of 2006, helping millions of Americans
boost their retirement savings.
Benartzi has supplemented his academic research with policy work
and practical experience. He has advised government agencies in the U.S.
and abroad, and has helped craft numerous legislative efforts. He
currently serves as chief scientist for the California Digital Nudge
Initiative. He has also worked with many financial institutions, served
on multiple advisory boards and serves as a senior academic advisor for
the VOYA Institute for Behavioral Finance Innovation.
Shlomo received his Ph.D. from Cornell University Johnson Graduate School of Management.
Dana Settle is a Founding Partner with Greycroft, and she heads the firm’s west coast office out of Los Angeles.
Prior to co-founding Greycroft, Dana spent several years as a venture
capitalist and advisor to startup companies in the Bay Area, including
six years at Mayfield, where she focused on early stage companies in the
mobile communications and consumer Internet markets.
Dana currently manages Greycroft’s investments in Anine Bing,
AppAnnie, Bird, Clique, EBTH.com, Steelhouse, TheRealReal, Thrive
Market, Voicera, and WideOrbit. She also managed the firm’s investments
in Maker Studios (sold to Disney), Viddy (sold to FullScreen),
AwesomenessTV (sold to Dreamworks), Digisynd (sold to Disney),
ContentNext (sold to Guardian Media), MoVoxx (sold to Motricity), Pulse
(sold to LinkedIn), Sometrics (sold to American Express) and Trunk Club
(sold to Nordstrom).
Dana also serves as a Board of Director to IMAX Corporation. Her
additional experience includes business development at Truveo (AOL),
investment banking at Lehman Brothers and international business
development at McCaw Cellular Communications (AT&T).
Dana holds a BA in Finance and International Studies from the University of Washington and an MBA from Harvard Business School.
Dr. Harry Markowitz received the Nobel Prize in
Economic Sciences in 1990 for his work on portfolio selection. He is
the president of the Harry Markowitz Company, a professor of Finance in
the Rady School of Management at UC San Diego, and has served in
academic posts at universities including Baruch College, London School
of Economics, London Business School, University of Tokyo, Rutgers
University, Hebrew University, the Wharton School and UCLA.
Dr. Markowitz is recognized as the founder of Modern Portfolio
Theory, and was given the "Man of the Century" award in 1999 by Pensions
& Investments magazine for his life's work in the field of
investments. He was awarded the prestigious Von Neumann Prize in
Operations Research Theory for his work in portfolio theory, sparse
matrix techniques and the SIMSCRIPT programming language.
Dr. Markowitz received his Ph.D. in Economics from the University of Chicago.
Source: https://www.nobelprize.org/nobel_prizes/economic-sciences/laureates/1990/markowitz-bio.html https://www.bloomberg.com/research/stocks/private/person.asp?personId=2447016&privcapId=8338379
After four decades in financial services,
Christopher Jones is lending his expertise as an investor and advisor.
Previously, he was Co Head of Active Equities at Blackrock, which
included its Fundamental and Scientific Equity Divisions, CIO of
Fundamental Equities in the Americas, and co-head of Global Fundamental
Chris spent 32 years at JPMorgan Investment Management, starting as a
research analyst, then graduating to project manager and team leader
before becoming CIO of Growth and Small Cap Equities, and finally co
head of US Equities.
Chris holds an M.A. in History from Cambridge University and is a
member of both the New York Society of Security Analysts and The CFA
Institute. He is a CFA charterholder.
Richard H. Thaler is the 2017 recipient of the
Nobel Memorial Prize in Economic Sciences for his contributions to
behavioral economics. Thaler studies behavioral economics and finance as
well as the psychology of decision-making. He investigates the
implications of relaxing the standard economic assumption that everyone
in the economy is rational and selfish, instead entertaining the
possibility that some of the agents in the economy are sometimes human.
Thaler is the director of the Center for Decision Research, and is the
co-director (with Robert Shiller) of the Behavioral Economics Project at
the National Bureau of Economic Research.
Thaler is the co-author (with Cass R. Sunstein) of the global
bestseller Nudge (2008), in which the concepts of behavioral economics
are used to tackle many of society’s major problems. In 2015 he
published Misbehaving: The Making of Behavioral Economics. He has
authored or edited four other books: Quasi-Rational Economics, The
Winner's Curse: Paradoxes and Anomalies of Economic Life, and Advances
in Behavioral Finance (editor) Volumes I and II, and has published
numerous articles in prominent journals such as the American Economics
Review, the Journal of Finance and the Journal of Political Economy.
Thaler is a member of the American Academy of Arts and Sciences, a
Fellow of the American Finance Association and the Econometrics
Society, and in 2015 served as the President of the American Economic
Association. Before joining the University of Chicago faculty in 1995,
Thaler taught at the University of Rochester and Cornell as well as
visiting stints at The University of British Columbia, the Sloan School
of Management at MIT, the Russell Sage Foundation and the Center for
Advanced Study in Behavioral Sciences at Stanford.
Originally from New Jersey, Thaler attended Case Western Reserve
University where he received a bachelor's degree in 1967. Soon after, he
attended the University of Rochester where he received a master's
degree in 1970 and a PhD in 1974. He joined the Chicago Booth faculty in
We’re always looking for passionate people who are excited to be a part of our mission.