Maya Jean Philipson
Gründer bei Robasciotti & Associates, Inc.
Profil
Ms. Maya J.
Philipson is a Co-Founder, Chief Operations Officer & Chief Compliance Officer at Robasciotti & Associates, Inc. She is keenly focused on ensuring that each client has a positive experience with the firm by coordinating support teams and liaising with outside professionals.
Ms. Philipson leads the firm’s business strategy and promotes human and social capital development by mentoring the professional growth of employees.
In addition, she advances the firm’s vision of a financial services industry that is aligned with movements for racial, gender, economic, and climate justice.
Prior to joining the firm, she was the Chief Financial Officer of a family real estate limited partnership and a financial advisor at Ameriprise.
In addition to her professional work, she served on the Board of Directors and the Finance Committee of the National Center for Lesbian Rights for six years.
She earned her degree in Cultural Studies from Antioch College.
Aktive Positionen von Maya Jean Philipson
Unternehmen | Position | Beginn |
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Robasciotti & Associates, Inc.
Robasciotti & Associates, Inc. Investment ManagersFinance Robasciotti & Associates, Inc., dba Adasina Social Capital (Adasina), is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Rachel Robasciotti in 2004 and is a subsidiary of Abacus Wealth Partners LLC. Adasina is a financial activism firm that provides a range of impact solutions for individuals, institutions, and financial advisors with social justice values. | Gründer | 01.07.2004 |
Ausbildung von Maya Jean Philipson
Antioch College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Robasciotti & Associates, Inc.
Robasciotti & Associates, Inc. Investment ManagersFinance Robasciotti & Associates, Inc., dba Adasina Social Capital (Adasina), is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Rachel Robasciotti in 2004 and is a subsidiary of Abacus Wealth Partners LLC. Adasina is a financial activism firm that provides a range of impact solutions for individuals, institutions, and financial advisors with social justice values. | Finance |