We will tirelessly work to help our clients express their passions through their investment decisions. Together, with our clients, we are committed to positive change. Our vision is to inform and facilitate the connection of investment choice to social improvements.
Brandon is responsible for operations and investment research at Invested Interests. He has been recognized in the Wall Street Journal for his work on investment research software, has been a guest commentator on financial television programs and frequently appears as a speaker at financial industry conferences.
Prior to Invested Interests, Brandon received his BS in Finance and a BA in Philosophy from the University of Minnesota, is a Certified Public Accountant in the State of Minnesota and holds the Chartered Financial Analyst designation.
Jennifer is too cool for school.
Tim is a senior advisor to Invested Interests.
Previously, he was a senior member of the fixed income markets practice at Bloomberg LP, where his focus included macroeconomics and strategies in the interest rate, securitized products, and credit sectors. His prior experience includes researching and recommending investments to public pension plans at an investment consulting firm and managing mortgage assets as a portfolio manager, with specialization in delta hedging, at Tuttle Risk Management Services. Tim began his career as lead quantitative analyst overseeing mortgage pricing and risk modelling at a Freddie Mac subsidiary.
Tim is a graduate of San Francisco State University, where he earned an M.A. in economics and a B.A. with Honors in international relations and economics. He is a CFA charterholder and a supporter of Team AMVETS California.
Jackie is responsible for day-to-day operations due to her background in a variety of different industries and provides vital support to the executive team.
She received a BS in Computer Science and Cognitive Science from the University of California, Berkeley.