Monica Miller, CAIA®

Private Impact Portfolio Specialist

Professional Focus & Services

Monica holds the Chartered Alternative Investment Analyst® designation and has more than 20 years of for-profit banking and investment management experience. At the forefront of research on the intersection and compatibility of philanthropic and for-profit funding, Monica has been heavily involved in programs and studies related to sustainable agriculture, renewable energy, education, environmental conservation, and safe-water access.

 

Previously, Monica served as Director of Research with Ambata Capital Partners and Hedge Fund Director at Golden Gate Financial Group and was an industry consultant for niche alternative assets and impact investing projects.

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As a finance major, Monica earned a Bachelor of Science in Business Administration degree cum laude from the University of Tennessee. She co-founded and was an executive with the San Francisco Chapter of CAIA® from 2007-2019.  Monica served on the CAIA Gender Equity Committee from 2017-2019 creating guidelines to pave the way for more women in finance.

 

In her free time Monica keeps busy as a PTA Board member for the first Spanish dual immersion elementary school in Marin County and enjoys coaching youth soccer.
 

Professional Affiliations and Recognitions

  • Founding Executive, San Francisco Chapter of CAIA (www.caia.org)

  • Member – CAIA Gender Equity Committee – Creating guidelines to pave the way for more women in finance, 2017-2019

  • Founding Member, Association of Women in Alternative Investing (www.altinvesting.org)

  • Advisor - 10Power, an organization focused on financing renewable energy in developing communities

Education, Designations and Registrations

  • Charterholder of the Chartered Alternative Investment Analyst designation (CAIA), 2006

  • FINRA Licenses:  Series 7, 63, 65, and 24

  • Licensed California State Life and Health Insurance Agent #0C73664

  • B.S. in Business Administration, Major in Finance. University of Tennessee, Cum laude, 1997

Impact Investors, Inc. is a Registered Investment Advisory firm (CRD #289028) specializing in Sustainable, Responsible, Impact (SRI) investing. We provide individuals, families and organizations with a team-based, comprehensive financial planning and investment advisory service, by integrating our client's impact objectives with their financial goals into an overall wealth management strategy. Please review our Privacy Policy, Form CRS or Contact Us with questions. Copyright © 2020 Impact Investors. All rights reserved.