Fordham University

The College of Idaho

Salisbury School

Founder at Invest Vegan

Brooklyn, New York, United States

Invest Vegan LLC is a New York registered investment adviser that provides managed account services to individuals, institutions, and others interested in aligning their investment activities with vegan ethical principles.

Invest Vegan

Founder

I write a monthly column detailing various ways that leaders of investment organizations can act to promote equity, diversity, and inclusion in the asset management industry.

Citywire USA

Columnist

River Orion

Independent Consultant

Directed strategy and planning to establish CFA Institute Blogs and build the platform into a leading source of investment commentary, eventually reaching more than 180,000 monthly readers with daily research and analysis.

Created processes for identifying content needs and engaging CFA Institute members and other industry leaders to serve as external authors and publishing co-created content.

Sought, executed, and serviced partnerships with sister CFA Societies and leading publications around the world to source additional content and expand the influence of CFA Institute members.

Represented the institution by authoring hundreds of articles, delivering 40+ seminars at leading investment firms, and co-authoring a member-oriented investment idea generation guide.

CFA Institute

Content Manager

I helped develop a growth and acquisition strategy for this closely held Indian industrial company.

Indo-MIM Pvt. Ltd.

Summer Associate, Chairman's Office

Passed the series 7 at age 19 and became the firm's youngest registered representative.

Sloane Ortel

Sloane Ortel