Impact Aligned LLC

Founder

Treehouse Technology Group

Vice President of Solutions 

Solutions Architect

Ieso Digital Health

Business Transformation Manager

EthosWell

EthosWell was acquired by SimplaFYI in November 2017.

Accenture

IT Strategy Management Consultant

GE Aviation

Contracts Management Leadership Program

BostInnovation.com

Conducted interviews with local entrepreneurs, venture capitalists, and angel investors to provide insight on Boston's technology and innovation sector.

VC Bijan Sabet on Seed Programs and Why Startups Should “Go for it”
http://bostinno.streetwise.co/2010/03/23/vc-bijan-sabet-on-seed-programs-and-why-startups-should-go-for-it/

Nothing Great Is Built In A Vacuum: Q&A with Adam Marchick from Bain Capital
http://bostinno.streetwise.co/2010/03/16/nothing-great-is-built-in-a-vacuum-qa-with-adam-marchick-from-bain-capital/

TechStars: Bootcamp for Boston Start-Ups
http://bostinno.streetwise.co/2010/01/19/techstars-bootcamp-for-boston-start-ups/

RacePoint Capital Group Merges With LaunchPad Venture Group
http://bostinno.streetwise.co/2010/12/08/racepoint-capital-group-merges-with-launchpad-venture-group/

Local Startup Pioneers Future Gifting: Interview with GiftsOnTime CEO
http://bostinno.streetwise.co/2010/09/25/local-startup-pioneers-future-gifting-interview-with-giftsontime-ceo/

The Secret Sauce to Inc. Mag’s Boston Companies feat. Carbonite & Gazelle
http://bostinno.streetwise.co/2010/08/25/the-secret-sauce-to-inc-mag%E2%80%99s-boston-companies-feat-carbonite-gazelle/

Christopher Mirabile of Race Point Demystifies Angel Investing
http://bostinno.streetwise.co/2010/08/18/christopher-mirabile-of-race-point-demystifies-angel-investing/

Venture Café Planning to Serve Up a Brand New Spot for Startupers to Meet and Mingle
http://bostinno.streetwise.co/2010/08/06/venture-cafe-planning-to-serve-up-a-brand-new-spot-for-startupers-to-meet-and-mingle/

Kate Castle: Flybridge Capital’s Marketing Pinch Hitter
http://bostinno.streetwise.co/2010/04/29/kate-castle-flybridge-capitals-marketing-pinch-hitter/

Got an iPhone App Idea? Appswell Just Might Buy It
http://bostinno.streetwise.co/2010/01/26/got-an-iphone-app-idea-appswell-just-might-buy-it/

Contributing Writer

Gelfand, Rennert & Feldman

Royalties Analyst

UBP Asset Management

Institutional Sales

University of Michigan - Office of Technology Transfer

Business Development Summer Associate

• Solutions-driven leader with 13 years of experience at the crossroads of strategy, technology, data, and growth.

• Track record of advising cross-functional executive teams on developing strategies, making data-driven
decisions, and implementing measurement systems to enhance organizational performance.

• Demonstrated success collaborating cross-functionally, aligning resources, and navigating market dynamics to drive strategic vision, spur product innovation, and roll out transformative solutions.

• Experienced business and data analyst skilled at organizational and technology transformation initiatives.

• Excels at the complete product lifecycle, from requirements analysis and strategic planning to innovative design, successful delivery, and responsive user feedback integration.

Sarah Merion

Brighter Investing PBLLC

Brighter Investing is a Public Benefit financial advisory firm specializing in Sustainable & Impact Investing. We offer a full suite of advisory services for individuals, families, organizations & non-profits.

Brighter Private Credit GP, LLC

Private credit fund providing capital and debt for energy infrastructure improvements and waste-to-value/bio-energy projects across the US.

Managing Member

JOYN

As EVP of Business Development and Sales, I led many key components of JOYN’s transformation and rebranding, including:

•	Executed a rebranding of the firm (new name, message, website, etc.), differentiating ourselves through Behavioral Wealth Management;

•	Implemented our sales strategy around the new vision; 

•	Galvanized our team (including new recruits) around our new direction and message; and

•	Significantly increased our client base and revenue.

My involvement was both direct and supervisory. I oversaw a team that included Advisors and our Chief Marketing Officer, and oversaw the rebranding of our company that led to the creation and implementation of our messaging strategy.

I was also intimately involved with recruiting, retention, advisor compensation structures and firm financials/budgeting, as well as client relationships and sales initiatives, including workshops, presentations, public relations and advertising.

Over the years, we earned spots on a number of prestigious lists (as measured by assets under management), including Barron’s Top U.S. Investment Advisors, REP’s Top 100 U.S. Registered Investment Advisors, Financial Advisor’s U.S. RIA Ranking and the Financial Times FT300. Our writings have appeared in publications including The New York Times, The Wall Street Journal and The Huffington Post, and we have been quoted on CNBC, U.S. News & World Report and other media outlets.

Executive Vice President, Business Development and Sales

As SVP of Sales, I drove excellence while leading a team of advisors and client service associates to focus JOYN’s sales and operations on its core client base. In addition, I added value to the firm and increased our market share by:

•	contributing to the redefinition of our target client base;
•	refocusing of our marketing efforts; 
•	improving service efficiency;
•	recruiting and training advisory, marketing and sales teams; and
•	transforming our internal compensation structures to align advisor and firm incentives and provide greater continuity and consistency across the firm.

Senior Vice President of Sales

As VP of Operations, I focused on creating a “single firm” look and feel among previously siloed independent advisors. I did this by improving organizational efficiency and aligning advisor and firm incentives, which improved client service and employee retention.

To achieve firm goals, I oversaw 10 advisors and financial planners, managed 25 client relationships and ran a $4M budget.

Vice President of Operations

As a financial advisor, I drove growth and consistency by generating leads, managing client relationships, prospecting customers and providing financial advice.

Financial Advisor

I’ve been in the investment advisory business for over twenty-five years focused on building exceptional client relationships and connecting clients with their goals.  During those years I’ve held just about every position imaginable within an advisory firm.

I co-founded Brighter Investing in 2019 because I wanted to build a company focused on impact.  Brighter exists to help people and organizations invest their funds in better alignment with the world they want to see. We face complex issues in our society today and we are passionate about connecting capital with the companies and solutions looking to solve those problems. 

You can grow your wealth AND make an impact.  We’ll show you how.

taplio

The Battle

Sarah Merion

Gary Whitehurst, CFM, CSRIC™

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?