Morgan Simon,  Co-Founder and Chair

Morgan has spent the last decade building bridges between finance and social justice.

She was instrumental in the founding of three leading organizations in the field:

 

  • She is co-founder of Toniic, an educational non-profit devoted to social impact where she also served as founding CEO from 2010-2013.
  •  She is a co-founder and Chair of Transform Finance, a non-profit organization raising awareness about social justice  issues within the impact investor community.
  •   As the founding Executive Director of the Responsible Endowments Coalition, Morgan provided social investment education to over 100 colleges and universities across the country.

Morgan is a very active board member for several organizations. She is on the board of The Working World, and co-chair of ROC United, a non-profit worker center supporting over 25,000 restaurant workers nationwide.

She received a B.A. with High Honors in Economics and Political Science from Swarthmore College, and serves as an Adjunct Professor in the Graduate Program at Middlebury College teaching impact investment and social enterprise.


Andrea Armeni, Co-Founder and Executive Director

Andrea brings to Transform Finance a combination of expertise in corporate law and finance, social justice work, and nonprofit management. A lawyer by training, Andrea was previously the Executive Director of the Gaia Amazon Fund, an organization advocating for the rights of the indigenous peoples of the Amazon rainforest and for its environmental protection. His direct experience with the impact of outsider-led projects on Amazon communities led him to rethink the priorities of investments and social entrepreneurship through a community-focused lens. Andrea was a longtime correspondent for Emerging Markets magazine, with a focus on Latin America. He has taught sustainable development at Université Paris-Dauphine (France) and was a lecturer at the Yale Law School on the connections between law, power, and democracy. 

Andrea is a member of the Clinton Global Initiative and the BMW Responsible Leaders Network. He is a graduate of Columbia University, the Yale Law School, and the United World College of the Atlantic.  


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Curtis Lyon, Program Coordinator

Curt has worked in managerial and content-based roles with several nonprofits that tackle a broad range of social, political, and economic issues. At the New Economy Coalition, Curt helped manage internal logistics for CommonBound 2016, a conference of forward-thinking scholars, activists, and organizations looking to make deep system change. Concurrently, he researched local economics and small business capital access for the Boston Ujima Project's funding proposals and promotional items. Curt has also worked with research and database management on projects dealing with campaign finance reform for the Small Planet Institute and resistance to Free Trade Agreements as a researcher for Local Futures. He graduated with a degree in Mathematics from Hamilton College in 2017.


Isabelle Clérié, Researcher

Isabelle has been working and living in Haiti, her native home, for five years, before which she was completing her university studies in the US, acquiring a Master’s in nonprofit management. Initially her work was focused on small business development as the director of an organization that worked with young Haitian entrepreneurs by providing capacity building, training, and technical assistance. She has since worked with multiple organizations, including an environmental group doing conservation in one of Haiti’s last remaining forests. She recently completed a second Master’s in Applied Anthropology while focusing her energies on developing an impact investment fund that can have more meaningful considerations around impact and provide much needed flexible capital to young entrepreneurs, social businesses, and rural farmers.


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Oscar Perry Abello, Project Editor

Oscar Perry Abello is a NYC-based journalist writing about equity and justice in cities, communities, finance and the economy. Since 2011, his writing has appeared online for publications such as Fast CompanyNext City, and NextBillion, covering economic development, public policy, philanthropy, crowdfunding, financial transparency, financial inclusion, impact investing, fair trade and more. Oscar's coverage is informed by his prior work as an online media specialist in global development, where he worked with some of the largest and most respected nonprofit organizations in the world (BRACPopulation Services International) as well as smaller organizations with a more niche, expert audience (Center for International Private EnterpriseResults for DevelopmentUN DispatchDAWNS Digest).

As Project Editor for Transform Finance's Racial Justice Project, Oscar leads the research for and publishing of future resources, provides logistical support for project events, and advises on all other project activities. 


Allison Basile, Impact Metrics

Allison Basile has served as the Senior Metrics Officer for Grassroots Business Fund since 2009, which supports high-impact businesses in Africa, Asia and Latin America through investment and business advisory services.

She is a founder of Hub DC, a work and community space for people building a more just and sustainable economy. She also founded the DC Time Bank, is a Shared Leadership Member of Organizing Neighborhood Equity, DC, and supports the cooperative ecosystem through Coop DC.


Tania Rodriguez Riestra, Mexico Program

Tania is founder and director at CO_Plataforma, a Mexican organization that funds and provides technical assistance to transformative enterprises across regions. She is co-founder of Connovo, a company focused on scaling successful social enterprises across regions, and SVX Mexico, a boutique capital advisory service for social enterprises. She sits on the boards of Makesense, a Mexican citizen volunteering platform, Socialab, a social challenges platform, and Sistema B, the B-Corp entity in Latin America. Before her work at CO_Plataforma, Tania was a founding partner of TOA environmental design lab from 2005 - 2012, where she worked on large scale urban and rural regeneration projects for the governments on Mexico City, Ciudad Juárez, Guadalajara and Culiacán.


Shiva Patel

Shiva’s academic and professional work has focused on an interdisciplinary, systems-based approach to Food and Energy Sovereignty. He has over 7 years of experience with nonprofits, worker-owned co-ops and community organizations, particularly within the areas of climate justice and solidarity economies. This includes program & organizational development, policy analysis & advocacy, community engagement, workshop design & facilitation, and alliance-building. 

Shiva is a Founder and Worker-owner of the Energy Solidarity Cooperative (ESC), which focuses on designing and building community-owned solar energy within marginalized communities. He has guided ESC from concept to implementation, which included the process of developing an organizational framework grounded at the intersection of Climate and Economic Justice. Shiva currently serves on the Leadership Committee of the Oakland Climate Action Coalition, Steering Committee of East Bay Community Energy, as well as on the Board of Directors of Planting Justice.

He graduated with a dual degree in Environmental Economics & Policy and Interdisciplinary Studies: Food & Energy Sovereignty from the University of California, Berkeley.