URI Foundation - Investment Committee

Shilpa is a wealth manager at Ensemble Capital. She focuses on customized portfolio management, retirement and tax planning as well as complex trust and estate planning for high net worth families and institutions. Prior to joining Ensemble Capital, she was an Associate Financial Advisor at Brio Financial Group in San Francisco. Previously, she was a Senior Vice President and investment advisor with HIP Investor, specializing in impact investing portfolio solutions. In the past, she also worked to inform citizens on the environmental impacts of clean air, water, and local food with organizations in the Bay Area. Shilpa holds a B.S. in Management Science with honors from the University of California, San Diego and is a Certified Divorce Financial Analyst CDFA (R). Shilpa loves to learn and practice new styles of dance. She also enjoys traveling to new countries.

As Managing Director for Tiedemann Advisors, Jennifer has direct responsibility for managing client relationships. She works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. Jennifer co-leads the firm’s impact investing strategy and directly oversees the firm’s equity & inclusion impact theme. She is also a member of Tiedemann’s Diversity, Equity and Inclusion Committee.

Prior to Tiedemann, Jennifer was a wealth manager at Wetherby Asset Management where she offered investment and planning solutions to high-net-worth individuals, families and their foundations. Jennifer was a Director and General Partner at Venture Investment Associates, a fund of private equity funds, and Marketing Director at Samson Capital (now Fiera). Jennifer developed her wealth management expertise at Wilmington Trust in New York as a Managing Director and Senior Client Advisor, leading a team as the deputy head of the New York office.

Jennifer is an Impact Alumni of Full Circle Fund and earned a Bachelor of Arts from Connecticut College. Originally from Philadelphia and New York, she currently resides in San Francisco with her husband, Ethan, and their three children.

Lauriann is a principal of an investment advisory practice at Alex. Brown & Co. She has been in the financial services industry serving private and institutional clients for over 30 years as such firms as Morgan Stanley, Goldman Sachs, BNY Mellon and Citibank. Assisting affluent families, foundations and middle market companies, the core tenet of her practice centers around helping clients protect and grow their financial assets, In her role as Client Advisor, Lauriann employs a holistic approach to investment management, using external investment managers for implementation and execution after careful design of portfolio construction incorporating her clients’ long-term objectives.

Lauriann received her MBA from New York University and earned her undergraduate degree with honors from Hunter College. She is a member of the CFA Society of San Francisco. Believing that giving back is as important as achieving her professional goals, Lauriann has extensive non-profit board experience including the Rene and Veronica di Rosa Foundation where she is Bard of Directors Emeritus, Mills College where she served as Chair of the Investment Committee and Lewis & Clark College where she was on the Parent’s Advisory Council.

Lauriann is originally from New York and now lives in San Francisco. She has two adult daughters and enjoys her yoga/Pilates practice, art, music and art festivals (like Burning Man), Lauriann also enjoys long walks on the beach in East Hampton with her French Bulldog and Havanese.

Joseph Dylan Malot is a Principal and Financial Advisor in the San Francisco office of Bernstein Private Wealth Management. He advises individuals and institutions regarding a wide range of financial planning and investment matters, tailoring comprehensive strategies uniquely suited to each client’s individual resources, tax situation, risk tolerance, and estate planning goals. Prior to joining the firm in 2015, he was a financial advisor with MassMutual in San Francisco.

Dylan earned a BA in philosophy and psychology from the University of California at Davis and a Master’s of Science in financial services from The American College. Dylan is currently the president of the San Francisco Association for Corporate Growth.  He lives in Pacifica with his wife and two young children.

Michelle is a Financial Advisor at Behnam & Associates, a financial advisory practice of Ameriprise Financial Services, LLC. Michelle works with clients who are seeking a holistic approach to the advice they receive, involving detailed and on-going financial planning as well as investment management. Her objective is to ensure that clients live a life they love. She has over 30 years of experience in the financial services industry, including firms such as Goldman Sachs and Morgan Stanley.

Michelle earned a B.A. in biological sciences from Northwestern University and an MBA from Harvard University. She has been the Managing Director of the Non-Profit Community Development Corporation of DC (NPCDC) for over 20 years. NPCDC is a 501(c)(3) with the mission of initiating, sponsoring, and operating housing and economic development projects that create economic stability and upward mobility for low-income families in metropolitan Washington, DC. With more than 500 units of affordable and low-income housing, NPCDC touches the lives of over 1,000 individuals and families.

With over 29 years of global experience in the financial services industry, Keley founded Willow Grove Advisors in 2009.

Beginning her career with Kidder Peabody in New York and London on the Fixed Income Sales and Trading desk, Keley worked with central banks globally. She held the position at Kidder of Director of Progressive Portfolio Services at Progressive Asset Management, where she developed investment strategies and recommended money managers to individuals and institutions interested in socially responsible investing. She spent three years at Progress Investment Management, where she was Director of Manager Development, researching and recommending women-, minority-owned- and emerging money managers and hedge funds to institutional clients/public funds. She then went on to be a Senior Manager and Practice Leader at Deloitte & Touche, where she launched a new specialty service practice offering investment-consulting services to wealthy individual clients. Subsequently, Keley had positions as the C.O.O. at Hewins Financial Advisors and in the Ultra High Net Worth Group as a Wealth Manager at Contango Capital Advisors. At these companies, she assumed responsibility for large, multi-entity clients and expanded her capabilities for providing wealth management services to global, multi-constituency, multi-currency families.

Keley received a BSBA from University of Nebraska at Omaha and an MBA from the Harvard Graduate School of Business.

Growing up in a single parent home exposed Kevin early to some of life’s tougher realities. With an aim to help families avoid a similar fate, Kevin has devoted his career to financial services. He is a financial advisor in the San Francisco office of the New York/New Jersey based firm of Journey Strategic Wealth, composed of a team that has a unique collection of experience from all across the financial services industry. From communication coaches to veteran financial advisors, young to seasoned, the team members’ experiences reflect the value that the firm adds to clients’ lives. Previously, Kevin was with the Bartlow Wealth Management team at Northwestern Mutual.

Kevin graduated from the University of Colorado at Boulder with a B.A. in Business. Kevin resides in Walnut Creek with his wife, Maggie, and their three daughters, Emma, Molly and Charlotte.