My Story

I’m a champion for leadership development, girls education & empowerment, and global investing.

Perpetual student. Avid traveler. Financial analyst and personal finance maven. My passion lies in connecting people and ideas across the developed and developing world. A grateful recipient of over two decades of corporate training in personal finance, leadership development, sales, and public speaking, I apply my expertise as a strategy consultant to impact investing firms and non-profits and as an investor, writer, speaker, executive coach and mentor.

I spent 22 successful years in investment management, leading strategic U.S. business building initiatives at a start-up and notable firms like JP Morgan and Matthews Asia. Combining my analytical mindset, education-based communications style and a natural ease for connecting people and ideas, I’ve led teams which have raised billions of dollars in assets in innovative investment strategies from institutional clients and investment advisors.

What really drives me? Having traveled personally to explore 60 countries with a particular emphasis on developing economies in Asia and Africa, I am inspired by individuals with ideas, passion, grit and goals. Travel opened my eyes to the critical role of women globally. I believe that girls education and empowerment is the best global investment opportunity of our lifetime.

I am captivated by the many creative ideas and organizations in leadership development, girls education and global investing. I seek to add my voice and be a connector.

Through my writing, I commit to share with you the stories of people that see things differently and my personal learnings. I’m fueled by your continued ideas and inspiration, so please be generous. And if you find ideas that inspire you, please pass them on.

Leadership, Girls Education & Investing…Globally

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5 Comments

  1. Nancy Glaser said:

    Jodi,
    I am looking forward to joining you on your life journey!
    I send you lots of wonderful insights and inspiration.
    Safe and happy travels!
    Nancy Glaser

    June 10, 2015
    Reply
  2. Preeti said:

    Jodi, this is such a great initiative. Looking forward to read and know more about it.

    Preeti Malik

    November 22, 2015
    Reply
  3. Stellar Tucker said:

    Love your new mandate! The world certainly can benefit from your voice. Looking forward to hearing more!

    January 15, 2016
    Reply
  4. Diana McDonough said:

    This is exciting Jod1! I’m looking forward to following your blog!

    July 12, 2016
    Reply
  5. It looks like I am late to the Jodi blog party,… thrilled that Kathryn Johnson introduced us. Our interests are so in line that our paths were destined to cross. Sending gratitude for your blog… please keep it up!
    In spirited partnership,
    Eliza

    November 8, 2016
    Reply

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