09Jun2025
Join us to hear Rochelle Witharana's journey to move the $1 billion endowment of the California Wellness Foundation into mission alignment. She first moved a $50 million carveout of the endowment, and now she's moving the rest! Jason Ray of Zenith Wealth Partners will interview Rochelle. We invite members to bring your own questions as well!
Rochelle is a CPA and California Wellness' Chief Financial and Investment Office (CFIO). Join Mission-Aligned Investing Collective Financial Literacy Working Group members and session partners The Merchants Fund, Patricia Kind Family Foundation, Untours Foundation, and Valentine Foundation to explore Rochelle's proactive approach to supporting the mission-aligned ecosystem, including sharing her time with us!