CPFA, CRPC, Merrill Lynch
Ora first started with Merrill Lynch in Washington, D.C, at the young age of 15, and is a 2nd generation Merrill advisor. Ora comes with 31 years of business experience, spanning from 17 years in corporate America at both Merrill Lynch and IBM, to 15 years in the world of entrepreneurialism. With a deep passion for finance and economics, Ora serves affluent families and individuals, corporate executives and successful business owners who value the disciplined approach she brings to each relationship. Ora brings an active philanthropic, retirement benefits, as well as business succession, planning focus to the team’s base of core strengths.
Outside of Merrill, Ora spent her career developing key strategic relationships and programs critical to success in the high-tech communications industry. Ms. DeMorrow was Owner of ID Security Solutions, a services company focused on protective and restorative identity theft and fraud solutions for individuals and corporate enterprise. She also founded Foray Systems, an independent consultancy focused on business, market, and corporate development for high-tech firms.
DeMorrow holds a BS in Computer Science from the University of Maryland, with a minor in French. She holds one patent, four invention disclosures, and two inventions published on speech recognition technology.
Vice President, Portfolio Analyst, Environmental, Social and Governance Investment, ClearBridge Investments
Benedict Buckley is a Portfolio Analyst for ClearBridge’s Environmental, Social and Governance Investment (ESG) Investment Program. Benedict joined ClearBridge in 2013 and has five years of related industry experience. Prior to ClearBridge, he worked as an Associate at the World Resource Institute; Senior Research Analyst at Trucost; Rothschild Giraffe Project Manager at Kigio Wildlife Conservancy; and Research Assistant at Forum for the Future.
Benedict has an MSc in Environmental Technology from Imperial College London and a BSc in Biology from the University of Manchester.
Founder of Borsetta & CEO of Liberti
Pamela Norton is the Founder of Borsetta & CEO of Liberti, an ethical luxury jewelry brand first to certify cultivated diamonds and fine jewelry leveraging the blockchain technology based ledger known as Borsetta. The vision of Borsetta, is to provide the highest level of confidence for consumers, designers, retailers and private label partners with immutable, eco-transparent, certification standards for the jewelry industry and the emerging FASH|Tech market, of which Pamela is a recognized pioneer.
Prior to launching Liberti, Pamela founded Activate, a strategic marketing company specializing in launching emerging technologies and services. Activate built out branding strategies leveraging the intellectual property “Activate Purpose”, a conscious commerce business model, which sought to combine profitability and impact to the greater good goals.
Pamela is also a pioneer in the development and launching of early stage disruptive technologies that create new and better services for consumers and businesses in the healthcare, telecommunications, transportation, fashion and ecommerce sectors. Her clients ranged from emerging brands to Fortune 500 companies including United Airlines, IBM, AT&T and American Express. In 1998, Pamela co-founded an Internet access service for airports and other transportation hubs, which was acquired by a European communications conglomerate in 2000.
Pamela serves as an Advisory Board member for Colorado Succeeds, Naya Life Foundation, Women Who Start Up and a founding Activator for SheEO. Pamela holds a BS degree in International Business from Regis University and spent several years studying International Relations at Sophia University in Tokyo, Japan. She loves sushi, Jane Austen (and “The Economist”), Colorado hiking, and globetrotting the world with her two children and husband cheerfully endorsing the expanded use of cryptocurrencies.
Kimberley C. Paris
Director, Impact Investing, Bank of America Merrill Lynch
Kim Paris supports the Impact Investing initiative across Merrill Lynch from within Policy and Market Planning for the BAC ML Global Wealth and Retirement Solutions Business. In this capacity she responsible for developing training, track metrics, build awareness, and assist with rolling out Impact Investing programs such as Environmental-Social-Governance (ESG) investing, and Social Impact Bonds (SIBs). Kim manages relationships with Merrill Lynch advisors interested in impact investing.
Kim has over 20 years in the financial services industry focused on investment product development and marketing with major asset management companies and wealth management organizations. Impact investing has been an area of interest for over 10 years.
Kim is Series 7 and 66 registered and earned a Bachelor of Arts degree from Gettysburg College, Gettysburg PA. In addition to her career at Merrill Lynch, Kim and her husband, William, are raising twin boys in central New Jersey. Active in the community, Kim voluntarily serves as member of the Robbinsville Environmental Commission in New Jersey; an advisory body responsible for providing guidance and education to township leaders and residents.
Regional Vice President, Columbia Threadneedle Investments
Michael Sutter is regional vice president for the broker dealer division at Columbia Threadneedle Investments covering Colorado, Arizona and Utah. Prior to regional vice president, Mr. Sutter was an external wholesaler at New York Life/MainStay Investments/Index Iq.
Mr. Sutter has been a member of the investment community since 1997.
• B.S. in Political Science from Old Dominion University
• FINRA Series 6, 7, 63, 65 and Insurance Licenses