ABOUT CARLIE RANSOM

Carlie Ransom, the founder of Kupala Ventures, has a unique perspective on finance and social impact from her career in finance, science teaching, and nonprofit consulting. With her experience, she understands the challenges of balancing a career, family, and community involvement, and has learned from her own setbacks.

In 2022, Carlie’s financial planning practice, which primarily served physicians, was under pressure due to the pandemic. Imagine trading millions of dollars of stocks in a basement-turned-classroom all while teaching three kindergarten boys and two second-grade boys to read. When there were not enough resources in her former firm to support her rapid growth, and childcare was shut down, she had to let go of middle-income clients. This left her feeling that she was simply helping “the rich get richer.”  She realized that her seven-year practice was no longer aligned with her core value of inclusivity.  

The financial planning practice was therefore ended to pivot to the non-profit sector…

…only to realize that she is still a numbers nerd at heart…

…and that inclusive financial justice IS social justice. She merged her love of numbers and impact to help both nonprofit organizations and individuals find the resources to make their vision happen- and this was the start of Kupala Ventures.