Lisa Cooper

Chief Executive Officer at

Figure 8 Investment Strategies LLC

Finance

Consumer Services

Retail Trade

Profile

Ms. Lisa M.
Cooper, CFA MBA, is a Founder & Chief Executive Officer at Figure 8 Investment Strategies LLC.
She leads Figure 8’s advisory team in working closely with clients to provide investment management, financial planning, and advice.
She leads Figure 8’s research team to generate and analyze new investment ideas and to construct portfolios designed to achieve financial gains and social impact.
She oversees Figure 8’s top-down strategy and guides the team to consider environmental sustainability and social justice in every decision we make, including how we steward client’s assets, navigate the markets, and run our company.
Her prior leadership positions include managing portfolios for high net worth and institutional investors at Smith Barney Asset Management (now Clearbridge Investments) in New York and Trillium Asset Management in Boston.
she is also co-founder of Global Talent, a nonprofit program enabling skilled refugees and immigrants to reclaim professional careers in the US.
Ms. Cooper holds an MBA from the Wharton School at the University of Pennsylvania and a Bachelor of Science in Business Administration from California State Polytechnic University and is a Certified Financial Planner and Chartered Financial Analyst.

Lisa Cooper active positions

Companies	Position	Start
Figure 8 Investment Strategies LLC Figure 8 Investment Strategies LLC Investment ManagersFinance Provides investment advice	Chief Executive Officer	01/01/2016

All active positions of Lisa Cooper

Former positions of Lisa Cooper

Companies	Position	End
Trillium Asset Management LLC Trillium Asset Management LLC Investment ManagersFinance Trillium combines impactful investment solutions with active ownership. Thier investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet their ESG criteria/requirements. The firm’s analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that they believe can add value to each strategies’ investment process.	Director of Research - Equity	01/01/2009
Smith Barney Asset Management Smith Barney Asset Management Investment ManagersFinance Provides investment services	Portfolio Manager-Equities	31/12/1998
Nelson Capital Management LLC Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management (NCM) focuses on providing investment services to separately managed accounts for individuals, high net-worth individuals, trusts, endowments, foundations and other institutions. In addition to wealth management services provided to individuals, the firm's institutional business focuses on managing two primary investment strategies: US large cap core equity (GARP) and US large-cap core equity socially responsible investing (SRI). Based on each client's specific investment goals and risk tolerance, they seek profitable investments in microenterprise, community development, clean technology and other opportunities that provide high social or environmental impact. Corporate engagement on environmental, social, and governance (ESG) issues is an integral part of NCM's investment process. Their ultimate goal is to achieve outcomes favorable to both shareholders and society. NCM's large-cap GARP and SRI strategies are characterized by high-quality companies that demonstrate leadership in growing industries and which are currently undervalued relative to the broader markets. The firm employs a proprietary framework, drawing from quantitative techniques, fundamental analysis and qualitative judgment to assess the attractiveness of companies. In this process, tactical sector positioning is continuously evaluated. For fixed-income investments, NCM reviews a broad spectrum of macroeconomic indicators including various interest rate and economic forecasts. Fixed-income securities are chosen based on exemplary credit rating, competitive projected returns and other factors that they believe make the security suitable for client portfolios. The firm's fixed-income strategy is also dependent on each client's tax sensitivity. For client investments made in small-cap common stocks and foreign securities, NCM generally invests in no-load mutual funds and/or ETFs. For clients whose investments in large- and mid-cap common stocks fall below $300,000, NCM will likely invest in no-load mutual funds.	Investment Committee Member	-
Boise, Inc. Boise, Inc. Pulp & PaperProcess Industries Manufactures a wide range of specialty and premium paper products	Corporate Officer/Principal	-
Ten Thousand Villages (Pennsylvania) Ten Thousand Villages (Pennsylvania) Specialty StoresRetail Trade Operates as a gifts store	Corporate Officer/Principal	-

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Linked companies

Private companies	9
Trillium Asset Management LLC Trillium Asset Management LLC Investment ManagersFinance Trillium combines impactful investment solutions with active ownership. Thier investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet their ESG criteria/requirements. The firm’s analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that they believe can add value to each strategies’ investment process.	Finance
Smith Barney Asset Management Smith Barney Asset Management Investment ManagersFinance Provides investment services	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
California Polytechnic State University (San Luis Obispo) California Polytechnic State University (San Luis Obispo) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Ten Thousand Villages (Pennsylvania) Ten Thousand Villages (Pennsylvania) Specialty StoresRetail Trade Operates as a gifts store	Retail Trade
Boise, Inc. Boise, Inc. Pulp & PaperProcess Industries Manufactures a wide range of specialty and premium paper products	Process Industries
The Social Investment Forum The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services Operates investment advisory association	Commercial Services
Nelson Capital Management LLC Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management (NCM) focuses on providing investment services to separately managed accounts for individuals, high net-worth individuals, trusts, endowments, foundations and other institutions. In addition to wealth management services provided to individuals, the firm's institutional business focuses on managing two primary investment strategies: US large cap core equity (GARP) and US large-cap core equity socially responsible investing (SRI). Based on each client's specific investment goals and risk tolerance, they seek profitable investments in microenterprise, community development, clean technology and other opportunities that provide high social or environmental impact. Corporate engagement on environmental, social, and governance (ESG) issues is an integral part of NCM's investment process. Their ultimate goal is to achieve outcomes favorable to both shareholders and society. NCM's large-cap GARP and SRI strategies are characterized by high-quality companies that demonstrate leadership in growing industries and which are currently undervalued relative to the broader markets. The firm employs a proprietary framework, drawing from quantitative techniques, fundamental analysis and qualitative judgment to assess the attractiveness of companies. In this process, tactical sector positioning is continuously evaluated. For fixed-income investments, NCM reviews a broad spectrum of macroeconomic indicators including various interest rate and economic forecasts. Fixed-income securities are chosen based on exemplary credit rating, competitive projected returns and other factors that they believe make the security suitable for client portfolios. The firm's fixed-income strategy is also dependent on each client's tax sensitivity. For client investments made in small-cap common stocks and foreign securities, NCM generally invests in no-load mutual funds and/or ETFs. For clients whose investments in large- and mid-cap common stocks fall below $300,000, NCM will likely invest in no-load mutual funds.	Finance
Figure 8 Investment Strategies LLC Figure 8 Investment Strategies LLC Investment ManagersFinance Provides investment advice	Finance