Julia W. Sze

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. Currently, Julia also serves on the Boards of Cavco Industries and Tern Bicycles and volunteers on the NDI NM Investment Committee, which serves over 7,000 New Mexican children through dance and music every year, and on the University of New Mexico’s Finance Advisory Board.