Part of the Solution

OUR TEAM

 
Together, we represent four continents, speak eight languages, and have more than 60 years of experience in the financial industry. These diverse qualities are the backbone of Figure 8's approach. Individually, our unique perspectives and world experiences enable our team to assess issues from a variety of angles and provide a deep analysis of economic trends and world issues. Collectively, we believe:

    Sound investment advice should be available to investors of all sizes, at reasonable fees

    All investors can create positive social impact with their investments

    Business is a powerful and necessary force in creating a more just and sustainable world

    As a business, we seek to be part of the solution, and help our clients do the same
 

Lisa Leff Cooper, CFA, CFP®

President & Founder


Lisa Leff Cooper brings the heart of a changemaker to her 20+ year career in finance and investing. Raised in a politically active family, at age 5 she attended her first peace rally, and later as a Wharton MBA studied models for effectively blending advocacy and business to create social change. As a professional, Lisa's managed multi-million dollar portfolios for high net worth and institutional investors across the country, at Smith Barney Asset Management, Trillium Asset Management, and Wells Fargo's Nelson Capital Management, using her expertise in sustainable and impact investing to deliver both financial and social returns for clients.

In 2014, Lisa briefly stepped away from investing to co-found Global Talent Idaho, an initiative to help skilled refugees and other new Americans reclaim professional careers. This work inspired her to start Figure 8, which carries out her vision to build and protect wealth for all investors while catalyzing global social, environmental and economic impact. When she’s not investing for change, Lisa can be found hanging out with her husband and almost-teenage daughter, or running with her dog in the Boise foothills she loves.

Lisa’s Strengths:
Activator, Strategic, Command, Achiever, Significance

Read Oliver Russell's Changemakers interview with Lisa
"Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure."

- Marianne Williamson

Nancy Jones

Associate, Client Services & Investment Research


A transplant from Pittsburgh, Nancy handles Client Services and participates in Figure 8’s Research Council analyzing ESG investments and the Energy and Utility sectors. She brings knowledge of the energy markets and corporate sustainability from BNY Mellon where she worked as Lead Analyst on the Environmental Management team. Nancy earned a Bachelor’s degree in Environmental Studies from the University of Vermont and a Master’s degree in Public Administration with a major in Energy and Environmental Affairs from the University of Pittsburgh. Nancy is equally excited by the topic of economic externalities as she is by pickles, which is a lot. If you can’t get a hold of her, she’s likely on the summit of a big mountain.

Nancy's Strengths:
Input, Learner, Individualization, Achiever, Focus
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

- Maya Angelou

Richard Naing

Associate, Investment Research & Operations


Richard Naing, who’s a civil engineer by training, is truly an entrepreneur at heart. Richard started his first business at age seven and continues to challenge our team to think outside the box each day. Richard, originally from Burma, speaks Burmese, Malay, English, and technology. At Figure 8, he is our technology linguist and keeps the team on our toes when it comes to analyzing environmental, social, and economic trends throughout the tech sector.

Richard was recently featured in a report produced by New American Economy entitled Untapped Talent, The Costs of Brain Waste Among, Highly Skilled Immigrants in the United States. Read more about his story on page 10 of the Report in Brief.

Richard’s Strengths:
Strategic, Learner, Achiever, Focus, Positivity
"If you want to fly, give up everything that weighs you down."

- Buddha

Ahmed Aljuboori, PhD

Associate, Investment Research


Ahmed Aljuboori, originally from Iraq, is passionate about global finance, politics and soccer, not necessarily in that order. He holds a PhD in economics, as well as a recent US degree in accounting, and has deep experience as a lecturer and researcher on economics, banking and foreign trade, with a specialty in the Middle East. Ahmed also worked as a financial advisor in Iraq, guiding clients on investments traded on the Iraqi stock exchange. Ahmed brings his keen intellect, wonderful curiosity and endless enthusiasm for economic theory to the research team at Figure 8.

Ahmed’s Strengths:
Learner, Strategic, Ideation, Context, Develop
"Generosity is giving more than you can, and pride is taking less than you need."

- Khalil Gibran

Chris Adler

Assistant, Client Services


Chris Adler has a BA in Sociology from Colgate University, an MFA in Experimental Film and Video from CalArts, and an unlikely passion for finance. Trained as an artist, he founded and directed a contemporary art gallery in Los Angeles, collaborating with artists from around the world. He will talk to you about anything from Dada to derivatives and is happiest working with others to achieve their goals. He was lucky to marry into a family with deep roots in Boise and loves exploring everything that Idaho has to offer. He particularly enjoys cross country skiing, three-piece jazz, and watching CNBC in the morning light.

Chris's Strengths:
Ideation, Futuristic, Input, Command, Positivity
"Anyone who keeps the ability to see beauty never grows old.”

- Franz Kafka

Zinah Salih

Associate, Investment Research


Zinah studied medicine and became a medical doctor in Iraq. Born and raised in the Middle East, she has a unique perspective of the world. She loves working in finance and has a passion for making a positive impact on the world. She moved to Boise three years ago as a part of the refugee resettlement program. Being a mom of two young children, Zinah cherishes her family and loves spending time discovering new places in Boise.

Zinah's Strengths:
Input, Responsibility, Ideation, Individualization, Analytical
“I have learned silence from the talkative, toleration from the intolerant, and kindness from the unkind; yet strange, I am ungrateful to these teachers.”

- Khalil Gibran




 

Figure 8 Investment Strategies LLC is an independent Registered Investment Advisor dedicated to providing clients with sound and sustainable investment advice.

We offer global investment management, personalized financial planning, and innovative strategies for creating social and environmental impact.