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.
Curt Lyon, Associate Director of Programs
Curt brings his passion for developing innovative solutions to social and economic issues to Transform Finance as Associate Director of Programs. Overseeing the logistical components of Transform Finance’s ongoing projects, he provides tactical support for fundraising initiatives, communications campaigns, relationship building, and research. Curt’s skills in project management stem from experiences in programmatic activities and event planning with the New Economy Coalition, where he worked on the CommonBound 2016 team, and the Small Planet Institute, where he helped develop a field-building project on campaign finance reform. He considers himself an active learner of community engagement with capital and alternative economic systems, conducting a research project as an intern for the Boston Ujima Project in 2016. Curt studied math and economics at Hamilton College.
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.
Eric Horvath, Program Manager, Community & Social Justice Partnerships
Eric Horvath is Program Manager for Community and Social Justice Partnerships at Transform Finance. He is passionate about mobilizing more capital to the social sector, whether that be human or financial. Through years of previous work alongside refugees, adoptees, and marginalized communities, he has been shown time and again that our path ahead must be paved with listening, better representation, and amplification of community expertise.
Before Transform Finance, Eric worked in philanthropy, supporting the foundation's grantmaking and impact investing efforts. Outside of work, he is committed to participatory budgeting in his district, mentoring youth, and growing a grassroots scholarship fund at his alma mater. Eric earned his MPA from the Maxwell School at Syracuse University and is an alumnus of the Fulbright program. He calls Brooklyn home.
Sophie Kemp-Sherman, Operations Associate
Sophie is passionate about economic justice and wealth redistribution. She moved from West Virginia to New York in 2013 to attend Barnard College, where she studied economics and mathematics, learning the models of our current economic system and ways impactful change can be made within them. Her senior thesis examines the rise of the coal industry and historical patterns of labor exploitation and poverty in Central and Southern Appalachia. Since graduating, she has gained professional experience in communications, research, and data analysis. As the Operations Associate, she manages the logistical and administrative components of Transform Finance's projects, events, campaigns, and networks.
Meredith Benton, Project Manager, Repurposing Financial Innovation for Social Change
Meredith Benton is principal of Whistle Stop Capital, LLC, which works with advisors and asset owners to identify and implement strategies to increase the social and environmental impact of the total investment portfolio, regardless of asset class.
Meredith formerly served as the Director, Head of Client Relations at Sonen Capital, a Vice President at Boston Common Management and the Associate Director of Social Research at Walden Asset Management. Meredith has led numerous successful shareholder engagement programs, conducted extensive analyses of corporate human rights and environmental practices, and directed the impact investment parameters of more than $2 billion in assets. She has worked with a wide range of client types – including institutional investors, asset managers, advisors, foundations and high net worth individuals. Meredith was twice-elected by her industry peers to the board of US SIF: The Forum for Sustainable and Responsible Investment. She obtained her BS at Oberlin College and her MBA at INSEAD.
As project manager for Transform Finance's project on Beyond Divestment and Engagement, Meredith leads the research team in analyzing financial innovations, creating outreach documents and briefings, and conducting interviews.
Camille Kerr, Project Manager, Conversions to Employee Ownership
Camille Kerr is a business developer and consultant with expertise in ESOPs, worker cooperatives, and other structures that empower workers and communities. Camille has served as the Associate Director of The ICA Group, the Director of Field Building at the Democracy at Work Institute, and the Director of Research at the National Center for Employee Ownership. Camille serves as a member of the Council of Cooperative Economists, is an Executive Fellow with the Institute for the Study of Employee Ownership and Profit Sharing at the Rutgers School of Management and Labor Relations, is an advisory board member for start.coop and Certified Employee Owned, is on the design team for Fifty by Fifty: Taking Employee Ownership to Scale, and was on the planning committee for the Platform Cooperative Conference and the Cooperative Professionals Conference. She earned a J.D. from the University of Cincinnati College Of Law, where she was an Arthur Russell Morgan Fellow for Human Rights and graduated cum laude.
As Project Manager for Transform Finance's project on building a fund to foster conversions to employee ownership, Camille leads research, relationship-building, and coordinating our partners and advisors.
Randy Mueller, Research Intern
Randy is an undergraduate at Fordham University studying business administration and journalism. Outside the classroom, he works with Fordham's Social Innovation Collaboratory to advance social justice and environmental sustainability initiatives on campus. His interests include innovative and non-extractive finance, local self-reliance, and antitrust reform. Prior to Transform Finance, he worked as a reporter and covered topics that included worker cooperatives and employee ownership.
Hasfa Javaid, Research Intern
Hafsa is an undergraduate student at Hunter College majoring in Human Biology. She is currently on track to become a Physician's Assistant. Through her experience in various undergraduate sociology courses and her work in Transform Finance, she has found a passion in connecting social justice to finance.