Prior to Citizen Mint, Josh was the Director of Investment Strategy & Research at Laird Norton Wealth Management, a $16 billion registered investment advisor (RIA) headquartered in Seattle, WA. He was instrumental in developing, maintaining, and improving LNWM’s impact and sustainable investing capabilities for both public and private markets. He was further responsible for worldwide sourcing, ongoing due diligence, and the monitoring of all equity asset managers as well as real estate, private equity, private debt, and venture capital opportunities. Prior to this, Josh worked at Russell Investments performing due diligence on fund managers for Russell’s mutual fund and consulting divisions (Russell advised on $2.2 trillion). Josh has a B.A. in Business Administration and an M.B.A. from the University of Washington’s Foster School of Business. In addition, he is both a Chartered Financial Analyst (CFA®) and a Certified Public Accountant (CPA).
Before joining Citizen Mint, Marshall worked as a software engineer across various industries and guided multiple projects from concept to millions of active users. As employee #7 at MedBridge (200+ FTEs), he worked closely with the CEO and led the Patient Engagement team, building a core product used by healthcare professionals and patients throughout the country. In other roles, he has led initiatives to increase scalability and security, integrate large enterprise systems, and build marketing funnels across a range of mediums. Marshall has a B.S. in Informatics from the University of Washington.
Previously, Kelly was the Creative Director for a climate action marketing agency – building and scaling marketing strategies to solve complex client challenges. After obtaining her B.A. from Towson University, Kelly kicked off her career by moving to Spain and taking over a tech startup, leading both marketing and growth. From there, she began consulting for mission-driven organizations, combining her data-driven and creative skills to build unique strategies for industry-leading solutions.
Ken has over 30 years of experience in global financial services as a lawyer and senior executive. He is the former Chief Legal Officer of Russell Investments where he was responsible for the Compliance, Global Risk Management, Government & Community Relations, Internal Audit and Legal Departments. Ken led Russell Investments’ preparations to become a signatory to the United Nations Principles of Responsible Investment and was active in its diversity efforts. Prior to joining Russell Investments, Ken spent 16 years with Goldman Sachs in London and Hong Kong which included serving as General Counsel of the Investment Banking Division and General Counsel of Asia-Ex Japan. Ken serves on the boards of Covenant House International, the University of Puget Sound, and The 5th Avenue Theatre. He holds BA and BS degrees from the University of Puget Sound and a law degree from the University of Pennsylvania where he also studied at The Wharton School.
As Vice President of Marketing, Investment, and Community Partnerships at Nitze-Stagen, Lisa is responsible for branding, community engagement, and partnership development. Lisa has 30 years of experience leading organizations and initiatives seeking to develop and implement strategies for positive social change. Having started and led four nonprofits, Lisa was most recently CEO of Seattle Social Venture Partners, working with nearly 600 philanthropists to invest in social change in the Puget Sound region. Lisa Chairs the Seattle Metropolitan Improvement District Ratepayers Advisory Board (MID) and serves on the Boards of SCIDpda, SODOBIA, Historic Seattle Foundation, and Weld. Lisa holds a BA degree from Harvard and an MBA from Stanford.
Larry was previously an audit partner at Deloitte and head of the Technology, Media, and Telecommunication (TMT) practice for Washington State. He was also the chair of the Fast 50 and Fast 500 program for Washington, recognizing the fastest-growing companies in the state. Larry has vast experience across numerous industries and was responsible for overseeing all venture capital, clean tech, software, hardware, internet, life science, and telecom clients in Washington. In addition, Larry was a board member for private cloud provider Blue Box which IBM successfully acquired in 2015.
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*Financial projections or returns displayed on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results.
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Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Citizen Mint believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor.
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