Georgette Wong

Georgette Wong (born October 24, 1969) is an American investment entrepreneur, a pivotal figure in the burgeoning field of mission-related investing, and the related fields of cause marketing and social entrepreneurship, sometimes referred to as impact Investing.

Wong is the Curator of the Take Action! Impact Investing Conference Series and CEO of Correlation Consulting. both of which are credited with catalyzing the increasing popularity of impact investing. The conferences bring together leading foundations, among them, the W.K. Kellogg Foundation, [1], and the Bill and Melinda Gates Foundation, [2], families and pension plans, to explore with their fellow decision-makers how they may achieve both positive returns and desired social and environmental impact.

Her work has been published in Community Development Investment Review, produced by the Federal Reserve Bank of San Francisco: Solutions for Impact Investors: From Strategy to Implementation [3], produced by Rockefeller Philanthropy Advisors and Financial Planning Magazine.

Over the last eighteen years, Wong has: advised families, foundations Private foundation and Fortune 100 businesses Fortune 100 on public and private investments; developed and funded early-stage companies; and created organizations focused on strategic philanthropy and partnerships between the business and social sectors. Before starting Correlation Consulting, she was a Director of Client Relationships for Sterling Stamos, a multibillion-dollar private investment firm. Prior to that, she was a Financial Advisor at Piper Jaffray and the Development Director for the Asian Law Caucus, the nation’s oldest legal and civil rights organization for Asian Pacific Americans. Georgette earned her MBA from the Anderson School of Management at the University of California, Los Angeles and her BA magna cum laude from Amherst College.

She lives in San Mateo, California with her husband Charles Beadnall and their son, Emmett.