BIOGRAPHY & MEDIA

Biography

Jodi Morris is a modern venture guide. She believes it’s never too late to rewrite our story, redefine success, and invest our talent, time and money towards our version of impact. She partners with individuals as a Success Coach and curates immersive small group Venture Travel that awakens our thinking. She invests in impactful companies and girls’ education non-profits. A writer, speaker, investor, and traveler, her passion is connecting people and ideas globally.

Previously, Jodi spent 22+ years in the investment management industry, leading U.S. business-building initiatives at a start-up and notable firms like JP Morgan and Matthews Asia. Combining her analytical mindset, education-based communication style and natural ease as a connector, she led teams that raised billions of dollars in innovative investment strategies.

Having traveled to 65+ countries with a particular emphasis on developing Asia and Africa, Jodi is inspired by individuals with ideas, passion, grit and goals. She invests in entrepreneurs globally, credits travel for opening her eyes to the critical role of women, and believes that girls’ education is the best investment of our lifetime. She regularly shares her personal story and global insights.

Jodi is a member of the International Women’s Forum (IWF) and served as President of the IWF Northern California Legacy Foundation. She is a Renew Capital and Portfolia investor and CFA® Charterholder. She invests in girls’ education through global non-profits Room to Read, U-Go, Rise Up, Nurturing Minds/SEGA and SHE-CAN. Jodi graduated with honors from Northwestern University with a degree in Mathematical Methods in the Social Sciences (MMSS) and Economics. Raised in the Midwest, she spent three decades living in New York City and San Francisco before settling with her husband in Santa Fe, New Mexico

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Jodi Morris believes that it’s never too late to rewrite our story, redefine success, and invest our talent, time and money towards our version of impact.

Following a 22+ year career in the investment management industry, Jodi ventured to build her own portfolio career. She partners with individuals as a Success Coach and curates immersive small group Venture Travel that awakens our thinking. She invests in impactful companies and girls’ education non-profits. A writer, speaker, investor, and traveler, her passion is connecting people and ideas globally.

Jodi graduated with honors from Northwestern University. Raised in the Midwest, she spent three decades living in New York City and San Francisco before settling in Santa Fe, New Mexico.

Podcasts + Videos

Jodi Morris in front of a red background wearing a red dress

Time, Talent & Money with Jodi Morris

Money and education are key to my story. Both can level the playing field, especially for women. In a lively podcast with Aspiriant’s Sandi Bragar and Cammie Doder, I share actionable ways I put this belief into action—in my family and around the world.

Jodi’s Story: How Can You Find a New Career Later in Life?

In this podcast with Charles Schwab’s Mark Riepe, I share childhood experiences shaping my career path, how I developed a love of travel and key life decisions. Values and defining success on my own terms are consistent themes.

Can Travel Help Rewrite Your Story?

When you travel to connect—not as a tourist, but as a partner—you think differently. In this video from Venture Tanzania, hear how diverse experiences pushed participants to think differently.

A Gender Lens to Investing & Giving

Profiled by Schwab Charitable around their 20th anniversary, in this video I share how I brought a gender lens to my investment and charitable giving strategies to support girls’ education through profit partner Room to Read.

Values-Based Philanthropy

Financial tools are best used when they reflect our values and priorities. This also applies to philanthropy. In this podcast led by Stanford Social Innovation Review (SSIR)’s Michael Voss, I share my actionable examples of values-based philanthropy.

Rising Up for Gender Equality

I speak on behalf of inspiring people and organizations—especially around conscious leadership, girls’ education, transformational travel, and global impact investing and philanthropy. This video is from non-profit partner Rise Up’s annual breakfast.


Discover more from Jodi Morris

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