Jodi L. Morris, CFA, CFP®
Founder, Connecting Growth Globally
San Francisco, CA USA
Jodi L. Morris, CFA, CFP® is a champion for leadership development, girls education and empowerment, and global investing. A perpetual student, avid traveler, personal finance maven, and investment industry leader, her passion lies in connecting people and ideas across the developed and developing world. Jodi is a strategy consultant to impact investing firms and non-profits, and an investor, writer, speaker, coach, and mentor.
Jodi enjoyed a successful 22 year career in investment management, leading strategic U.S. business building initiatives at a start-up and notable firms like JP Morgan and Matthews Asia. Combining an analytical mindset, education-based communications style and a natural ease for connecting people and ideas, Jodi and her teams raised billions of dollars in assets in innovative investment strategies from institutional clients and investment advisors.
Having traveled personally to 60 countries with a particular emphasis on developing economies in Asia and Africa, Jodi is continually inspired by individuals with ideas, passion, grit and goals. She credits travel for opening her eyes to the critical role of women globally, and believes that girls education and empowerment is the best global investment opportunity of our lifetime. She shares her global insights and personal learnings on her website www.ConnectingGrowthGlobally.com.
Jodi is an International Women’s Forum (IWF) of Northern California and IWF Legacy Foundation board member, a RENEW Impact Angel Network (IAN) Advisory Board member, a CFA® charterholder, and a Certified Financial Planner®. She invests in women’s empowerment and girls’ education through several San Francisco-based global non-profits, including Room to Read, SHE-CAN, Rise Up, and Daraja Academy. Jodi graduated with honors from Northwestern University with a degree in Mathematical Methods in the Social Sciences and Economics.
Having survived winters in the Midwest and New York City, Jodi resides in San Francisco, California with her husband and French Bulldog.