Mission Statement

UPLIFT INVESTING is a data driven Investment Advisory platform helping clients secure their financial future through socially conscious investing. We find companies and projects that take active roles in sustainability and ethical practices. By investing in these companies and their efforts collectively, our clients achieve the social benefits desired along with the financial rewards.

OUR TEAM

We are a team of experienced and dedicated financial professionals that share a belief in our responsibility to advance socially conscious investing. We want to make a difference and we can make a world of difference with you.

SYL YIP

Co-founder, CEO

Experience:

Strategy, Trading Infrastructure, Corporate Finance, Risk Management & Data Analysis.

Education:

MBA, Stern Business School at New York University, BA in Economic and Statistics, UC Berkeley

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LET’S CONNECT

BUSINESS ADVISORS

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ANDREW DUCK

CEO at Aversafe

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SUSAN GAULT-BROWN

Financial Services Partner, Investment
Management Group Chair, & Blockchain
Group Co-Chair at Morrison & Foerster LLP

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LYNN GITLITZ

Board Member of Gibney Dance,
Former Senior Executive in Marketing
& Global Vision Planning at Avon

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STEVE DEY

Former Co-Head, Broker Dealer
Division (Rates) at INTL FCStone Financial Inc.

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SCOTT LIU

Executive Director, Portfolio Optimization
Research at MSCI Inc.

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GRACE QIU

Co-founder, Chief Investment Officer

Become An Impact Investor Now

There is no longer a tradeoff between social good and reaching your financial goals.

Start Investing
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