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CO-FOUNDERS
Our own personal experiences with 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.
We realised that there was a need among women wealth holders to gain more insight into managing their finances, find a community, and strengthen their knowledge around investing.
The Beam is a safe space for women to connect and share their experiences and their journey towards
a more empowered approach to their wealth management.
“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
She/her
Michelle Yue
She/her
Ana Morales
She/her
Bertha is an entrepreneur with a background
in the creative industry. She worked in
fashion editorial, first in Mexico then in New
York. She later founded Auxilium Art,
working with artists to benefit non-profit
foundations. Born in Mexico, Bertha has lived
all over the world and currently resides in
London with her husband and two young sons.
The idea of The Beam came from her search
for an academic and personal education
surrounding wealth management and the
vision to create a fantastic, safe space for
women to thrive in.
Michelle is a philanthropist and social
entrepreneur helping women and girls fulfil
their potential to change the world. She is Co-
Founder and Chair of The Millby Foundation,
which works in the UK and Southeast Asia on
the challenges facing adolescent girls. She is
also Chair of The Freedom Fund’s Council of
Advocates and serves on the board of The
Robert HN Ho Family Foundation. Born and
raised in Vancouver, Michelle resided in Hong
Kong for 10 years before settling in London
where she lives with her partner, her two
teenagers and their Catalan Sheepdog.
The Beam was a project she believed
relevant in response to her own personal
experience of realising the roadblocks
women faced when communicating within
the financial industry.
An activist and strategic philanthropist, Ana,
has worked for over 20 years in violence
prevention, education, and poverty
eradication, with particular emphasis on Latin-
America. She is a Founding Member of
Maverick Collective, an initiative to transform
the lives of women and girls around the
world and lift them out of poverty. Ana is also
a Board Member of Glasswing International,
a non-profit organisation that addresses the
root causes of poverty and violence. Born in
Mexico, Ana currently lives in London with
her husband and daughter.
The Beam was her response to creating a
space that she saw was void and to help
others looking for that safe, nurturing and
inspiring community.
OUR VISION
We envision a world where women have the knowledge and confidence to engage fully with their wealth and finances. They are empowered to invest in line with their values. Capital is channelled towards inclusive and sustainable investments that create a better world.
“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
“Taking The Beam’s Cornerstone Classes 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.”
- Daniela, Berlin
MEET OUR TEAM
Lisa van Eck
Chief Executive Officer
Lisa is passionate about entrepreneurship and supporting women to become empowered investors. She 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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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.
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.
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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.
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Alba Ruiz Gallego
Membership & Programmes Manager
Alba is an entrepreneur with a background in the creative industry. With a deep appreciation for the power of community, Alba joined The Beam team from its inception. Being part of a network where women uplift and support one another resonates strongly with her, recognising the transformative impact it can have on individuals. She continues to champion the network's mission of empowerment, ensuring that each member feels supported and encouraged in their pursuit of success.
Ria Kalsi
Digital Marketing Specialist
Ria is a digital marketing specialist with an extensive background in online content creation and social media work. Ria is deeply passionate about equity, diversity and inclusion which she fulfills as a racial inclusion consultant. From a background in English Literature, Ria has always been keen to amplify female voices and experiences throughout different industries and in particular, education.
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.
