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, Program Coordinator
Curt brings his passion for developing innovative solutions to social and economic issues to Transform Finance as Program Coordinator. 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 is passionate about mobilizing more resources to the social sector, specifically to change agents who are experts on their own communities. With years of experience serving diverse populations, coupled with his most recent work at a progressive family foundation, Eric has recognized that the path ahead should be paved with listening, amplification, and finance that is deeply rooted in social good.
Eric earned a Master of Public Administration from the Maxwell School at Syracuse University. He is an alumnus of the Fulbright program.
Rima Raouda, Program Associate
Rima’s personal, professional and academic experiences have driven her interests towards finance and social justice. Since moving from Toronto to New York City in 2014, she has worked in a variety of settings, from small, startup nonprofits to the United Nations. In her previous position, she was a Program Manager at Leadership for New Emergence, an organization that facilitates innovative leadership training retreats to individuals in the public, private and governmental sector working on solutions to urgent global issues. She was concurrently completing a Master of Public Administration at New York University Wagner School of Public Service, specializing in public and nonprofit management and finance. Upon graduating in May 2017, Rima has been dedicated to transforming how financial capital is deployed and how social justice leaders can have access to better tools for impactful change.
Meredith Benton, Project Manager, Beyond Divestment and Engagement Project
Meredith Benton is principle 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.
Alexis Herschkowitsch, Impact Management Fellow
Alexis Herschkowitsch is currently leading work on the Transform Finance Scorecard, an impact audit tool designed to help investors maximize social impact. She comes to Transform Finance after competing her graduate studies at NYU’s Robert F. Wagner School of Public Service, where she obtained a Master of Public Administration with a concentration in Social Impact, Innovation, and Investment. She has also done work in the field of Pay for Success financing, serving as an Innovation Fellow at the Institute for Child Success, where her work supported Pay for Success technical assistance. She holds a B.A. in political science from the University of Texas.
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’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.