WHO WE ARE

Grow Invest is the best way to align your values to your investment portfolio. Your portfolio is managed by deeply experienced investment professionals. You can trust that your portfolio will reflect your ethics and values.

Our Mission is to bring values and ethics to the way we see investments and portfolios.

Board of Advisors

  • Wayne Osborne
  • Board member of the San Francisco Child Abuse Prevention Center
  • Board member of Four Directions
  • 25+ years of family office management including Mortimer B. Zuckerman, Sanford Grossman, Joseph E. Brooks, Frankenthaler
  • Wendy Harrington
  • Chief Marketing Officer for Tyto Life, LLC
  • Member of the Board for Junior Achievement of Northern California
  • Previously CMO for Franklin Templeton Investments
  • Nancy Heinen
  • Member and former Chair of the Board for Silicon Valley Social Venture Fund
  • Board Chair of Teen Success Inc.
  • Specializing in helping entrepreneurs and nonprofits build and scale to tackle social challenges around the world
  • Mark McKee
  • Founder and President of Capital Alternatives, LLC
  • Chairman of the Board of Directors at Alter-G, Inc.
  • Director of Hall Capital Partners, LLC
  • Director of the Marine Mammal Center
  • Nathan Dungan
  • Founder and President of Share Save Spend
  • Board Co-Chair for Youth Frontiers
  • Vice chair of the Campaign for a Commerical Free Childhood
  • Top perfoming financial advisor and VP of marketing for a Fortune 500 financial services company
  • Mark Michael
  • Commissioner for the City of Palo Alto
  • Member of Board of Directors, Chair of the Nominating & Governance Committee and Audit Committee member of Natus Medical
  • Board Chair of Nollenberger Capital Partners
  • 34 years serving as a board member for high-growth companies in tech, financial services, and life sciences