Jon Hale, Ph.D., CFA, is head of sustainable investing research for Morningstar. He directs the company’s research initiatives on sustainable investing, beginning with the launch of the Morningstar Sustainability Rating™ for funds in 2016.
Before assuming this role in 2016, Hale was director of manager research, North America, for Morningstar, where he led approximately 60 manager research analysts based in North America and oversaw the team’s operations, thought leadership, and manager research coverage across asset classes.
Hale first joined Morningstar in 1995 as a mutual fund analyst and helped launch the institutional investment consulting business for Morningstar in 1998. He left the company in 1999 to work for Domini Social Investments, LLC before rejoining Morningstar as a senior investment consultant in 2001. He became managing consultant in 2009 and head of the Investment Advisory unit in 2014.
Hale holds a bachelor’s degree, with honors, from the University of Oklahoma and a doctorate in political science from Indiana University.
Vivienne’s vision at LENDonate is to create a new ecosystem for nonprofit finances. This idea was a culmination of her 20+ years of experience as an investment professional and a seasoned nonprofit fundraiser.
Prior to her work as a social entrepreneur, Vivienne was Senior Vice President at U.S. Trust, where she advised clients on a wide range of investments. She served a Senior Portfolio Manager for Charles Schwab Investment Management where she oversaw its active equity strategies and was the lead portfolio manager for the Schwab Hedged Equity Fund. Prior to that, she was at American Century Investments where she co-managed mutual funds that totaled more than $10 billion. Rounding out her experience was investment risk consultant at MSCI Barra, and pension actuarial work on retirement plans.
Vivienne’s volunteer fundraising experience includes a one-year position as development director at Women’s Initiative for Self Employment. She has led three successful capital campaigns ($5m+ total) at her church, among other volunteer positions.
She received an MBA from the Haas School of Business at the University of California, Berkeley, where she also received an undergraduate degree in applied mathematics. She is a Chartered Financial Analyst® (CFA) charterholder.