Join us in the Journey to Transformation: A new series
MENU

Julia Sze

FounderIndividual

Biography

Julia has over 25 years of executive leadership experience in financial services as a portfolio manager, hedge fund manager, wealth advisor and CIO. Since 2008, she has been at the forefront of the impact investing field, working to build better environmental, social and corporate governance standards in businesses at all stages. She has been an advisor to and investor in a number of early stage companies, and teaches impact investing and sustainable finance at UC Berkeley's Haas School of Business.

Julia serves on the board, audit and compensation committees of Cavco Industries (Nasdaq: CVCO), on the board of Thornburg Investment Management, and urban transport company Tern Bicycles. She also volunteers on the Investment Committee of the Santa Fe Community Foundation and on the board of the Amalgamated Bank Charitable Foundation.