Our “why”
We founded Humanize Wealth to serve a growing chorus of investors seeking to activate their wealth to address the existential threats of inequality and climate change.
Traditional wealth management practices perpetuate broken economic and social systems. How? As practitioners we have been trained to prioritize individualism over community, utilize wealth transfer strategies that further inequality and recommend investments that fail to properly account for social and environmental harms, risks and costs. We are taking a decidedly different approach by offering a suite of wealth management services that balance individual needs alongside shared prosperity.
Humanize Wealth is a 100% employee-owned registered investment advisor. We are proud to be women-led as only 5% of registered investment advisers are majority owned by women.¹ It is also priority for us to build a team rich in diverse backgrounds and lived experiences as we grow over time.
¹ FINTRX website as of 8/12/22.
Who we are
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BA, Economics
Bryn Mawr College, magna cum laude -
J.P. Morgan Private Bank
Paracle Advisors (acquired by Coldstream)
BlackRock
Princeton University
Blue Water Wealth
Leslie Rosenberg, CFP®
Partner & Head of Financial Planning
Hi, I’m Leslie. I co-founded Humanize Wealth out of my desire to create connections between clients and their communities that have a positive impact on social and economic equity, racial justice, and the environment.
I have spent most of my 15+ year career in wealth management – from working with billionaires at a global Wall Street firm to tech entrepreneurs at an independent firm in Seattle. My work at Humanize Wealth combines my years of experience managing portfolios and building financial plans with my desire to help people realize the power of their wealth to make meaningful & systemic change. As a financial planner, I help people gain clarity around their situation, envision the life and impact they want to have, and serve as a guide to develop and implement solutions.
I am passionate about access to quality early education for all and I serve on the finance committee at Denise Louie Education Center, which provides multicultural early learning services to vulnerable children and their families in Seattle. My interests include urban planning, behavioral economics, sustainable coffee, and enjoying the beautiful Pacific Northwest with my daughter, partner, and rescue hound.
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BBA, Finance University of Texas
Certificate in Sustainable Business Management,
Bainbridge Graduate Institute -
The Caprock Group
Threshold Group (acquired by AlTi Tiedemann Global)
Green Canopy NODE
Russell/BNY Mellon
Bridgeway Capital Management
Newground Social Investment
Kyle Mylius, CFA
Partner & Head of Investments
Hi, I’m Kyle. I co-founded Humanize Wealth to fundamentally shift the way wealth owners think about, manage and apply the full power of their resources as a force for good, for themselves and the communities in which they work and live.
With over thirty years of experience, I’ve served a wide variety of clients from multi-billion dollar pension funds, charitable foundations, and endowments to high net worth individuals, families, and family foundations. Since 2011, I’ve collaborated with clients building comprehensive financial plans and implementing investment strategies designed to meet each client’s goals while having positive environmental and social impacts, globally and locally.
I’m passionate about taking actions to dismantle systems of racism and being a supportive member of culturally diverse spaces and places. I currently serve as a community steward and co-facilitator of peer circles for White Men for Racial Justice, and as a member of the finance committee at Washington Farmland Trust. Previously, I was a founding board member of Community Credit Lab (now an affiliate of Common Future) and as an independent board director for Green Canopy NODE. When not working to humanize wealth, I’m with family and friends enjoying food, music, travel and outdoor adventures including cycling, hiking, kayaking and fly fishing.
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MA, International Relations,
American University
BA, Global Studies,
Pacific Lutheran University -
Forterra
Solidarity Capital
Institutional Shareholder Services
Rights and Resources Initiative
Earthworm Foundation
Blue Water Wealth
Jenae Poe
Partner & Head of Client Experience
Hi, I’m Jenae. I co-founded Humanize Wealth because I believe that the financial services industry is due for change. As someone who crafted my education and career around the role of capital in society, I am passionate about moving investment dollars away from extractive things to companies and causes that matter.
I bring nearly a decade of expertise conducting ESG analysis, investment research, project management, investor relations, and client experience to Humanize Wealth. I believe in engaging clients to do more than just invest in a silo. Let’s share ideas and build inclusive community together.
Outside of work, I enjoy reading about psychology, snowboarding, and teaching partner acrobatics. Originally from the Oregon coast, I have always had an interest in sustainable forestry and have traveled to the Amazon rainforest three times. I speak Spanish fluently.