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
Bertha Morales
She/her
Michelle Yue
She/her
Ana Morales
She/her
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
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
“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.
CHANGE THROUGH KNOWLEDGE
CONNECTION AND COMMUNITY
NURTURING
EMPOWERMENT
INDEPENDENCE AND PRIVACY
“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
Lisa van Eck
Chief Executive Officer
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.
Aunnie Patton Power
Academic Director
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.
Jenna Cane
Membership Director
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.
Anna Karin Levin
Financial Education Lead
Anna is a former investment banker who structured and marketed debt and credit derivatives on the derivatives marketing desk on the trading floor at JPMorgan as well as debt origination and debt derivatives sales on the debt capital markets desk on the trading floor at Nomura; she’s got over 10 years track record in customer facing roles for industry-leading financial institutions in several sectors of the financial services industry. After a parental career break, she has done financial advisory consulting and completed the Chartered Insurance Institute Awards in Financial Planning and Investment Planning. Anna holds an MSc in Economics and Finance fromWarwick Business School and a BSc in Finance, Economics and Mathematics from Stockholm University.
Elina Teboul
Executive Coach
Elina is a highly experienced executive coach with a background in investment management, psychology and law. She holds a B.A. in economics from New York University, an M.A. in psychology from Columbia University, a J.D. in law from Columbia Law School, and coaching certifications from the Columbia Coaching Certification Program and the International Coaching Federation. With a passion for social entrepreneurship, Elina has served as a global philanthropic project adviser for the Allan & Gill Gray Foundation and currently mentors young creatives as a member of the Soho House community.
Drawing on her legal expertise and psychological training, Elina has created an innovative course on “Positive Lawyering" and has authored a forthcoming book, “Feminine Intelligence," on how women can leverage their strengths and values to create impact. With her personal background as a mother and spouse in a family investment office, Elina brings a unique perspective and empathy to her role as coach for The Beam Network's Cornerstone Coaching Pilot.
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
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.
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.
