Links:

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Managing Principal | Nexus Impact Advisors

Bio:

With more than a dozen years of professional experience in the areas of impact investing, social entrepreneurship, and international development, Endel is passionate about empowering clients with the tools, knowledge, and insights to deploy their capital in ways that are both purposeful and profitable.

Prior to founding Nexus Impact Advisors, Endel was a strategy consultant for The Carpenter’s Fund, an impact investment intermediary that connects Christian investors with values-aligned investment opportunities around the world. He also served as a senior consultant to Global Health Visions, a boutique consulting firm that provides expertise and guidance in the formulation and implementation of global health initiatives. In these roles, Endel oversaw a range of in-depth research and advisory projects including organizational evaluations, investment due diligence, landscape & market analyses, strategic planning, and investment vehicle structuring. He has expertise in applying mixed-methods research tools and in-depth analysis to develop evidence-based, data-driven, actionable results for clients.  

Endel formerly served as the director of communications at America Abroad Media, an international affairs media firm based in Washington, D.C. Before this, Endel worked as senior officer at the John Templeton Foundation, where he managed the Foundation’s market-based solutions to poverty and agricultural biotechnology portfolios. Endel began his career as an account manager and client advisor at the international philanthropic advisory firm Geneva Global.

Having traveled to more than 50 countries, Endel has broad experience in the areas of impact investing, international development, and global health. While living and working as a missionary in Cochabamba, Bolivia, he founded Niños con Valor, an organization working to improve the lives of at-risk Bolivian children. Endel attended the University of Pennsylvania, where he received both his undergraduate and graduate degrees. He is fluent in Spanish.

Endel and his wife, Kate, live in Washington, D.C. and are active members of Restoration Anglican Church in Arlington, Virginia.

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

Links: 

• LinkedIn

CFP | Adams Chetwood

Eric Chetwood, CFP® graduated from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill in 2003 with a Bachelor’s degree in Business Administration. His primary responsibilities consist of helping clients with comprehensive financial planning and portfolio construction.

In 2007, Eric completed coursework and successfully passed the Certified Financial Planner exam. This year-long curriculum and 10 hour final exam covered various aspects of financial planning.

Away from the office, Eric enjoys effecting change in the local community. He was chosen to participate in the 2007 Leadership Durham program and the 2009 Leadership Triangle program. Currently, Eric serves as a directional Elder at the Summit Church. He also serves on the board of directors for the NC Study Center at UNC-CH and previously served on the board of Samaritan Health Center, an organization that provides medical care to uninsured and low income families in Durham. He and his wife, Allison, have two sons and are passionate about adoption advocacy as well as leveraging their gifts and resources to alleviate physical and spiritual poverty through microfinance and social businesses. 

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

 Links:

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President and CEO | Paradiem

Bio:

Growing up, Eric’s own family faced an unexpected tragedy that transpired in the loss of the family business and wealth. This loss fueled Eric’s passion for uncovering the tools and developing an outlook that facilitates passing wisdom and wealth through multi-generational legacies while building the Kingdom of God. Since 2007, Mr. Dunavant’s leadership of Paradiem has resulted in his clients being able to maximize their family or business value, minimize taxes, and optimize charitable giving while building lasting legacies.

Before Paradiem, Mr. Dunavant served as a vice president for Charles Schwab. While at Charles Schwab, Mr. Dunavant helped to build the New Orleans private client office to the top national office in 2006. Before Charles Schwab, Mr. Dunavant was an associate at Fidelity Investments, in charge of the management of money market mutual funds.

Eric is a CERTIFIED FINANCIAL PLANNER™, a Qualified Kingdom Advisor™, and affiliated with the Financial Planning Association. In addition to his certifications, Mr. Dunavant has been awarded New Orleans City Business Money Maker twice, the New Orleans area Five Star Professional Wealth Manager award in back-to-back years, and Safe Harbor’s Real Man of St. Tammany Parish.

An accomplished writer, Mr. Dunavant’s book, What If We’ve Been Doing It All Wrong focuses on how our worldview, not our faith in Christ, often interrupts all our financial thinking and behavior. In addition to his writing accolades, Mr. Dunavant has been featured in several national publications and media outlets, including The New York Times, The Wall Street Journal, Dow Jones Daily Finance, and The Street and Family Wealth Report.

Eric is a proud graduate of Texas A&M University, where he graduated with a degree in business. Mr. Dunavant resides in Covington, Louisiana, with his wife Angel and their three children, Clayton, Austen, and Gracyn. It is Eric and Angel’s desire that their children learn early in life of God’s grace and the tremendous joy associated with sharing God’s love through service to others. The Dunavants are members of First Baptist Church of Covington and Eric serves on many nonprofit and faith-based boards. Mr. and Mrs. Dunavant are the proud founders of Doing Good Days – a faith-based nonprofit dedicated to sharing the joy of service with others, and impacting their local community, in Central American villages and U.S. neighborhoods.

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

Links: 

• Website

• LinkedIn

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Eric Schrum | Schrum Private Wealth Management

Prior to joining Schrum Private Wealth Management, Eric was a Full Trader with Fidelity Investments, trading stock, mutual funds, and fixed income for Fidelity’s retail clients. Eric also worked as a staffer for Venture Capital fund Sovereign’s Capital. Eric holds a bachelors in finance from Florida State University.

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR

 Links:

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CIO | Eventide

Bio:

Finny Kuruvilla serves as the CIO for Eventide Funds, lead Portfolio Manager on the Eventide Gilead Fund, and Portfolio Manager on the Eventide Healthcare & Life Sciences Fund.

Dr. Kuruvilla has a unique background in healthcare, statistics, and investing. Concurrent with Eventide, from 2008 through 2016, he was a Principal at Clarus Ventures, a leading healthcare and life sciences venture capital firm. Prior to joining Eventide, from 2006-2008, Dr. Kuruvilla was a research fellow at the Broad Institute of Harvard and MIT, and from 2005-2008, Dr. Kuruvilla was a clinical fellow at the Brigham and Women’s Hospital and Children’s Hospital Boston and a postdoctoral scientist at MIT.

He holds an MD from Harvard Medical School, a PhD in Chemistry and Chemical Biology from Harvard University, a master’s degree in Electrical Engineering and Computer Science from MIT, and a bachelor’s degree from Caltech in Chemistry.

CONTRIBUTIONS TO FAITH DRIVEN INVESTOR