About Us

At The Beam Network we’ve built a community of high net-wealth women who want to feel connected, knowledgeable, and confident in the management of their wealth and finances. 

 

When you have the right information, the right support, and the right team behind you, it’s transformational.

 

“This is the first time I’ve looked at our portfolio reports… beyond incredible! I feel like a different person. This has opened up lots of thoughts and ideas.” 

- Beam Network Member

Our members come for the financial knowledge and stay for the community.

 

CO-FOUNDERS

Our own personal experiences in wealth management frustrated us. It’s taken decades for us to find the right advisors, the right education, and the right tools to feel empowered enough to manage our wealth in a way that meets our goals. 

 

Along the way, we realised there wasn’t a place where women wealth holders can support each other and learn to take charge of their wealth and finances. 

 

We created The Beam Network as a safe, nurturing, and fun community for you to become a more confident architect of your financial life.

“As women we often feel we lack the knowledge, confidence,

 or incentive to take the first step. We felt we needed to disrupt the status

 quo and build a business for women investors, by women investors.” 

- Bertha Morales, Co-founder of The Beam Network​

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Bertha Morales
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  • LinkedIn
Michelle Yue
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  • LinkedIn
Ana Morales
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  • LinkedIn

Bertha is an entrepreneur with experience in the creative industry.

She worked in a fashion editorial, first in Mexico and then in New York.

Michelle is a philanthropist and social entrepreneur helping women and girls fulfil their potential to change the world.

 

An activist and strategic philanthropist, Ana, has worked for over 20 years in violence prevention, education, and poverty eradication, with particular emphasis in Latin-America.

 

 

OUR VISION

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Women are confident, supported, and empowered to engage

fully with their wealth.

 

Women control their financial future, which means more values-aligned investing and more money put to work to make the world a better place.

 

Women collectively advocate for a more inclusive, gender-balanced, and equitable finance industry.

 

“We want women to have the confidence, knowledge and tools to take charge of their financial futures. We’re proud to be part of a bigger movement supporting the financial literacy of all women and closing the financial gender gap.”

- Ana Morales, Co-founder of The Beam Network

Meet some other women working to disrupt the status quo.

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“After my divorce, I thought, ‘as long as I can live off my money that’s fine.’

Now I want to know more. I want to do more.

[Since taking The Beam Network's Foundations course,]

I’ve already changed how I invest, moving more to impact.”

-BB, London

We have built a safe, nurturing, and fun community for you to become

a confident architect of your financial future. 

 

Our model is simple: 

EDUCATION. ENGAGEMENT. EMPOWERMENT.

 

We built the solution we needed. Our members are our peers, and we know first-hand that world-class speakers, presenters, financial instruction and an unmatched community of like-minded women can be a catalyst for personal and financial change.

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CHANGE THROUGH KNOWLEDGE
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CONNECTION AND COMMUNITY
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NURTURING 

EMPOWERMENT

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INDEPENDENCE AND PRIVACY
 
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“Taking The Beam’s Foundations Course was a great experience. 
I dreaded finance. Where do you learn these things? 

Now I feel I can ask my advisor smart questions and shape the portfolio I want. 
And the women I met were amazing, they actually made it fun.” 

-DF, Berlin

 

TEAM

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Aunnie Patton Power
Academic Director
  • LinkedIn

Aunnie Patton Power is a former investment banker, turned impact investor and university lecturer. She is the founder of Intelligent Impact, a technology for a social impact advisory firm, and has worked with start-ups, family offices, foundations and corporates. She is currently an Associate Fellow at the University of Oxford's Saïd Business School and a visiting fellow at the London School of Economics.

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Lisa van Eck
Director of Strategy & Operations
  • LinkedIn

Lisa holds an MBA from the University of Oxford and an MSc in Economics from the University of Siena. She worked at the Aspen Network of Development Entrepreneurs (ANDE) where she grew the South African chapter and entrepreneurship ecosystem. Lisa is a co-founder of Blink, which houses the Blockchain Entrepreneurs Club South Africa (BECSA) – a network designed to strengthen the community of emerging tech entrepreneurs in South Africa.

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Jenna Cane
Membership Director
  • LinkedIn

Jenna is an experienced membership professional and has a background in financial services, public policy and social investment. She most recently led the Sharing Economy UK trade association at the CBI and prior to that worked at the Pensions and Lifetime Savings Association and Responsible Finance. Jenna holds an Economics degree from the University of Manchester.

We also have a number of guest faculty members that provide different, yet objective, perspectives for our Advanced Courses.  We announce our guest faculty alongside each course.

PARTNERS

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Find a Financial Advisor who deliver both financial and environmental/social returns.

 

Now Beam members can find trusted, peer-reviewed, values-aligned financial advisors with free access to their platform.

Values Advisor offers a database of strategic consultants who can help you clarify your values and manage the process of hiring an advisor. 

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Support Financial Education for Underserved Teens

 

Aflatoun International offers social and financial education to millions of children and young people worldwide, empowering them to make a positive change for a more equitable world.

 
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The Beam exists to ensure our members feel encouraged and confident to be active participants in the management of their wealth.

 

We help the financial sector better serve women's needs.