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Monique DeSimone

Monique DeSimone

Investor relations leader focused on impact and social equity

monique-desimone
San Diego, California
Joined January 2026
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Summary

Committed impact investing and social justice advocate who centers intersectionality and LGBTQ+ rights in professional work. missiondrivenfinance+1
Experienced financial-services professional with a background in wealth management, financial planning, and ESG portfolio development. missiondrivenfinance+1
Credentialed practitioner: holds Series 7 and 66 licenses and a Chartered SRI Counselor designation, combining regulatory and sustainable-investing credentials. missiondrivenfinance+1
Academic author and educator: contributed to published case materials on ESG and shareholder advocacy while active in graduate-level impact investing education. uchicago+1
Recognized emerging leader in sustainable finance, with participation in events and programs that elevate diverse leaders in the ESG and impact investing space. trellis+1

Work

Education

Projects

Writing

CASE 3.1 Engage or Divest? Trillium Asset Management, Facebook Governance, and Shareholder Advocacy

January 1, 2024

A case study presenting the challenge of whether Trillium Asset Management should continue engaging on ESG issues with Facebook or divest, offering a window into corporate governance and shareholder advocacy.

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