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
"Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure."

- Marianne Williamson

Serpil Rawson

Associate, Client Service & Investment Research


With more than 18 years of experience as a financial advisor in Turkey, Serpil has a deep knowledge of financial markets along with a well-honed understanding of client needs and expectations. She also has a special knack for collaborating with others. When she’s not digging into financial statements, she’s undoubtedly engaging a group of strangers (aka new friends), or exercising her passion for life by jumping out of a plane at 20,000 ft. Her fearless and bright personality is infectious and makes her an invaluable part of Figure 8.

Serpil’s Strengths:
Achiever, Responsibility, Strategic, Relator, Positivity
"A mind that is stretched by a new experience can never go back to its old dimensions."

- Oliver Wendell Holmes Jr.

Richard Naing

Associate, Investment Research


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

Taylor Reed

Associate, Investment & ESG Research


Taylor sleeps, eats, and breathes impact. While studying international relations and foreign language at the University of Idaho, Taylor lived and worked in Africa and Latin America. While abroad Taylor gained a deep appreciation for international development and the environment. Following graduation she researched international sanctions and trade for the Senate Banking Committee in Washington, D.C. After putting in time on the Hill, she pursued an MBA at Boise State University where she learned that business can be a vehicle for impact. Since then, she’s worked with a number of innovative B Corps, non-profit organizations, and social enterprises. At Figure 8, Taylor navigates the public equity landscape to identify opportunities for shareholder engagement and transformational resolutions.

Taylor's Strengths:
Achiever, Communication, Individualization, Focus, Learner
“If you want to build a ship, don’t drum up people to collect wood and don’t assign them tasks and work, but rather teach them to long for the endless immensity of the sea.”

- Antoine Saint Exupery

Ahmed Aljuboori

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




 

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.