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Jordana Pleat
Managing Director, Impact-First Investments at CapShift
Professional Background
Jordana Pleat is a distinguished leader in the field of impact investments, recognized for her unwavering commitment to channeling private capital towards initiatives that prioritize social and environmental impact. Through her extensive experience in the finance and consulting sectors, Jordana has developed a profound expertise in creating funds and investment strategies that not only yield financial returns but also generate positive outcomes for communities and the environment. Her passion for sustainable development is evident in her work and the roles she has taken on throughout her career.
Most recently, Jordana served as Managing Director of Impact-First Investments at CapShift, where she played a crucial role in shaping the company's approach to impact investing. Under her leadership, CapShift expanded its portfolio to include various high-impact investments that align with the growing demand for responsible capital allocation.
Prior to her role at CapShift, Jordana held various senior positions within the organization, including Senior Director and Director of Impact Investments, positions that allowed her to influence the strategic direction of impact investing practices. Her impactful work at CapShift is complemented by her valuable experience in consulting, having worked at The Bridgespan Group, where she advised numerous organizations on optimizing their financial strategies and scaling their social impact.
Education and Achievements
Jordana's academic journey laid the foundation for her successful career in impact investing. She obtained her Bachelor of Arts (B.A.) in Sustainable Development and Business Management from Columbia University, an esteemed institution known for its rigorous academic programs and commitment to sustainability. Her education empowered her with critical knowledge and skills to navigate the complexities of impact investment scenarios.
Earlier in her educational journey, Jordana attended The Frisch School, where her interest in social issues and community engagement began to flourish. This early exposure undoubtedly influenced her career choice, propelling her towards a professional path dedicated to making a difference through sustainable practices.
In addition to her professional roles, Jordana has made significant contributions as an Advisory Board Member for the Futures Fund Community Health Incubator at Volunteers of America. This position showcases her commitment to supporting initiatives that promote health equity and well-being in underserved communities.
Notable Positions
Jordana's diverse career has equipped her with a multifaceted perspective on the intersections of finance, consulting, and social enterprise.
- As a Consultant at The Bridgespan Group, she gained critical insights into the challenges nonprofits face, which informed her subsequent work in impact investing.
- During her tenure as an Analyst in Business Development at visit.org, she further honed her skills in developing social impact strategies.
- Her role as Interim Chief Financial Officer at Kunduz exemplifies her ability to adapt and lend financial expertise in varied organizational contexts.
Throughout her career, Jordana has been driven by her dedication to aligning capital with impactful outcomes, ensuring that investments serve the greater good while providing sustainable financial returns. Her vast experience and passion for sustainable development make her a prominent figure in the realm of impact investments, and she continues to inspire others to prioritize impact in their financial decisions.
Highlights
I proudly serve on the Advisory Board of Volunteers of America’s (VOA) Futures Fund Community Health Incubator. VOA is investing in early-stage founders focused on innovative and equitable, community health solutions.
Through this 12-week program and in collaboration with VOA, the incubator is uniquely positioned to help these enterprises scale up through strategic venture partnerships with its network of 29 Affiliates across the country that serve nearly 2 million individuals in 400 communities. I highly encourage you to attend the Community Health Incubator Showcase on Tuesday, July 23rd to learn more about the great work of VOA and these inspiring founders.
Check out https://lnkd.in/e5QDaexN to learn more about the Incubator and each of the companies presenting at the Showcase. Volunteers of America
Register for the Showcase here: https://lnkd.in/ePbwuV6M
Excited to share that we're growing our team at CapShift in both our Growth and Research teams! These are great roles for someone eager to immediately add-value to a team, learn while doing, comfortable with some ambiguity, and excited to grab opportunities as they see them.
We're hiring for: Manager, Client Experience Impact Associate (Growth Team) Impact Investment Associate (Research Team)
https://lnkd.in/eg3z_FWX
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