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May 2026

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Professionals in San Francisco, CA, USA — The Grid Directory

Professionals in San Francisco, CA, USA

Browse business succession and employee ownership professionals in San Francisco, CA, USA on The Grid.

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Marc Tognotti, Ph.D.

Infinity Point CDFI

President & Co-Founder

San Francisco, CA, USA

# Succession Planning# EO Leadership# Ownership Culture# ESOP+2 more

Michael Kramer

Natural Investments

Trust Steward, Manager, and Director of Research, Natural Investments; Co-Author, The Resilient Investor

San Francisco, CA, USA

# Perpetual Purpose Trust# Impact Investing# Alternative Ownership Enterprise

SS

Stacey Smith

SVP and Head of Programs at Project Equity

San Francisco, CA, USA

# EO Advisor# Worker Co-op

Julie Menter

Transform Finance

Program Director, Transformative Financing Structures

San Francisco, CA, USA

# Impact Investing# Philanthropy

DB

David Brodwin

Knowledge Impact Network

Senior executive and advisor with deep experience in media, information technology, and social impact

San Francisco, CA, USA

CB

Catherine Berman

San Francisco, CA, USA

AG

Aimeelene Gaspar

Chief Product Officer | Impact Investment, Financial Inclusion

San Francisco, CA, USA

DI

D Isabela Ajuria

Operations + Legal

San Francisco, CA, USA

AO

Aki Ohashi

San Francisco, CA, USA

# Impact Investing

MH

Melissa Hoover

Special Projects Director, Democracy at Work Institute

Director of Special Projects | Senior Fellow

San Francisco, CA, USA

RW

Rachel Wick

Blue Shield of California Foundation

Senior Program Officer

San Francisco, CA, USA

MP

Michael Pasahow

Employee Benefits attorney advising employee-owned businesses and ESOP trustees

San Francisco, CA, USA

AB

Adam Bendell

San Francisco, CA, USA

# Impact Investing

AD

Alex Dang

Director of Product

San Francisco, CA, USA

TT

Therese Tuttle

Tuttle Law Group

Principal Attorney

San Francisco, CA, USA

JT

Jesse Thorn

San Francisco, CA, USA

# EO Case Study

Bruce MacKenzie, CPA

VP, Sr. Director, Finance for Recology Inc.

San Francisco, CA, USA

AH

Arno Hesse

San Francisco, CA, USA

AE

Amalia Egri Freedman

CEO at RDA Consulting

San Francisco, CA, USA

# EOT# B Corp# Broad-based Employee Ownership

YT

Yuliya Tarasava

Co-founder & COO

San Francisco, CA, USA

AF

Amanda Fox

Wealthspire Advisors

San Francisco, CA, USA

JP

Jason Prado

Software Engineer / Org Builder

San Francisco, CA, USA

# EO Case Study

BJ

Benjamin James Lozano

CEO, Co-Founder

San Francisco, CA, USA

WS

Willa Seldon

Bridgespan Group

San Francisco, CA, USA

JD

Joshua Danielson

Director of Product Management, Data Products

San Francisco, CA, USA

ID

Izzet Darendeli

Cal State East Bay

Associate Professor@California State University, East Bay

San Francisco, CA, USA

RR

Rebeca Rangel at Y

Y & H Soda Foundation

San Francisco, CA, USA

RP

R Paul Herman

San Francisco, CA, USA

# Impact Investing

Nadeesha Perera

Infinity Point CDFI

Research Advocate

San Francisco, CA, USA

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