Our Team: Where Impact Meets Innovation

Our Team: Where Impact Meets Innovation

From venture capital to healthcare, banking, education, and global outreach—our leaders bring elite experience and a shared mission to drive equity and empower communities.

From venture capital to healthcare, banking, education, and global outreach—our leaders bring elite experience and a shared mission to drive equity and empower communities.

Executive Team

Executive Team

Instructor Image
Pierre St. Louis

Founder & CEO

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Spencer Valdo

Co-Founder & Capital Markets

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Dan Heffernan

Chief Financial Empowerment Officer

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Bianca Louis

VP of Social Impact & Inclusion

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Jean Desir

VP of Audit and Compliance

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Tim White

VP of Strategic Technology & Enterprise Growth

Instructor Image
Pierre St. Louis

Founder & CEO

Instructor Image
Spencer Valdo

Co-Founder & Capital Markets

Instructor Image
Dan Heffernan

Chief Financial Empowerment Officer

Instructor Image
Bianca Louis

VP of Social Impact & Inclusion

Instructor Image
Jean Desir

VP of Audit and Compliance

Instructor Image
Tim White

VP of Strategic Technology & Enterprise Growth

Instructor Image
Pierre St. Louis

Founder & CEO

Instructor Image
Spencer Valdo

Co-Founder & Capital Markets

Instructor Image
Dan Heffernan

Chief Financial Empowerment Officer

Instructor Image
Bianca Louis

VP of Social Impact & Inclusion

Instructor Image
Jean Desir

VP of Audit and Compliance

Instructor Image
Tim White

VP of Strategic Technology & Enterprise Growth

Board Members

Board Members

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Julie Kaehler

Director of Financial Systems

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Dr. Jon Olshaker

Board Director, Community Health Officer

Adam Edwards
Blake Sims

Board Director, Education Strategy

Pierre Valmera

Board Director, Youth Empowerment & Financial Literacy

Kadeem Apply

Strategic Legal Advisor

Instructor Image
Julie Kaehler

Director of Financial Systems

Instructor Image
Dr. Jon Olshaker

Board Director, Community Health Officer

Adam Edwards
Blake Sims

Board Director, Education Strategy

Pierre Valmera

Board Director, Youth Empowerment & Financial Literacy

Kadeem Apply

Strategic Legal Advisor

Instructor Image
Julie Kaehler

Director of Financial Systems

Instructor Image
Dr. Jon Olshaker

Board Director, Community Health Officer

Adam Edwards
Blake Sims

Board Director, Education Strategy

Pierre Valmera

Board Director, Youth Empowerment & Financial Literacy

Kadeem Apply

Strategic Legal Advisor

The Importance of Clear Financial Goals

Figuring out your financial goals may be one of the most important things you can do to help achieve long-term investing success. When you’re young, your financial goals are usually simple and short-term. But, as you become more financially stable, your goals should reflect the increasing complexity of responsibly managing your wealth.

© Copyright 2025. All Rights Reserved by

CCIF

The Importance of Clear Financial Goals

Figuring out your financial goals may be one of the most important things you can do to help achieve long-term investing success. When you’re young, your financial goals are usually simple and short-term. But, as you become more financially stable, your goals should reflect the increasing complexity of responsibly managing your wealth.

© Copyright 2025. All Rights Reserved by

CCIF