What led you to work in sustainable finance?
I’ve worked with charities to help shape their investment portfolios since 2018. In that time I’ve watched the sector evolve hugely – pushing investment managers to do better and go further with the way we approach responsible and sustainable investment. The natural evolution of my clients led me here, and I found myself at Tribe.
Why Tribe?
Getting the chance to help match charities’ missions with the impact of their investments was too good of an opportunity to pass up. Every day I get to help charities invest in a way that allows them to do as much good as they can, it’s a dream job and I am so lucky.
What’s your most memorable work milestone?
I’ll never forget going up to a small town in West Wales for my first solo charity investment pitch. I won the client and learned how to pronounce Llanelli, so I’d call it a success.
What did you want to be growing up?
An oceanographer. There’s still time.
What’s your earliest memory?
Singing (screaming) the lyrics to The Little Mermaid with my sister while performing a ‘show’ for our parents in our ballerina recital costumes. Disney and dancing were core parts of my childhood…the dancing seems to have continued into adulthood.
If you had to pick, which of the 17 SDGs means the most to you and why?
Goal 10 – Reduced Inequalities. I am completely passionate about creating a more equitable society. It’s also why I was drawn to the mission of The Varrier-Jones Foundation, a charity board I sit on. They financially support charities that bring about positive change in the lives of disabled people and work towards a more inclusive and compassionate world.
If you could have dinner with two people who would they be? What would you discuss?
Thinking about who I’d want to have dinner with most tonight, without a doubt it’s my two siblings. We all live in different countries (at one point it was different continents) and I miss them every day. I would just want to ask them about the little details of their day, the stuff we often miss out on when living apart.
But also – Ruth Bader Ginsburg. I’d ask her about the key moments when she knew she was changing the trajectory of women’s rights. I’d also ask her if she ever considered releasing an ‘RBG Collar Collection’ line. A true legend in every sense of the word.
If you weren’t a wealth manager what would you be?
A Barry’s Bootcamp instructor. IYKYK.
What’s something you’ve always wanted to do but never have?
A triathlon, I’ve mastered everything but open water swimming…any tips on how to not think about ominous lake creatures whilst trying not to drown would be hugely appreciated.
Give us an exclusive, what’s something no one knows about you?
Everyone knows everything about me, I am an absolute open book.
Picture this: A moment from Carli’s camera roll
