24. Lisa Cooper: Founder & CEO of Figure 8 Investments
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For episode 24, we’re joined by Lisa Cooper, CEO & Founder of Figure 8 Investments. Lisa Cooper has worked in sustainable and impact investing before people even started using those terms. For over three decades, Lisa has been a trailblazer in the ESG investing space, managing portfolios for high net worth and institutional investors at Smith Barney Asset Management (now Clearbridge Investments) in New York and Trillium Asset Management, based in Boston, before founding Figure 8 in 2016. Figure 8 is an SEC-registered investment advisory firm founded in 2016, with a diverse staff hailing from three continents, speaking six languages, and having earned decades of investment experience. From their headquarters in Boise, Idaho, Figure 8 manages hundreds of millions of dollars for clients across 20+ states.
In this episode you’ll learn:
- what led her into the investment world, and to founding Figure 8 Investments
- the wonderful name origin story behind Figure 8
- the most common misconceptions people have around investments
- why it’s important for Figure 8 to be woman-led
- her top tips for anyone looking to get started in investing
Connect with Figure 8: https://figure8investing.com/
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