Jake Barnett is an Institutional Consultant with the Chicago office of Graystone Consulting, the independent Consulting Division of Morgan Stanley. Working with nonprofits, foundations/endowments, private wealth and other institutions to provide guidance on their investment programs, is a member of one of the largest institutional consulting practices at Morgan Stanley. Drawing from his past experience working in the public affairs and non-profit sector both domestically and abroad, Jake brings a unique perspective to help clients align their investment programs to reflect their values and drive greater impact. Jake plays an active role in the Group’s manager due diligence and investment research efforts, with a particular focus on the rapidly evolving Impact Investing category and those clients who seek to align their investments to reflect their values.
Throughout his career, Jake has explored the connection between business and positive impact through numerous initiatives in the St. Louis and broader Midwest region, working with municipalities and corporations to incorporate environmental sustainability best-practices into their operations. Prior to joining Morgan Stanley, Jake was a Fellow with the FOCUS St. Louis Coro Program in Public Affairs within their experiential leadership training program. He also worked in fundraising and as a grant writer for ACCION Chicago.
Over the past several years, Jake has played an instrumental role in the launch of the Catholic Impact Investing Initiative (CIIC) and currently serves on the Steering Committee for the organization. He has also served as a moderator for the St. Louis Impact Investing Discussion Series hosted in conjunction with Washington University. Jake is a regularly requested speaker for groups interested in learning more about values aligned investing. He is active in supporting environmental non-profits in both regions, including as a past Board Member and Treasurer for St. Louis Earth Day, and is broadly involved in community conversations about impact investment. Jake is a member of ICCR’s (Interfaith Center on Corporate Responsibility) Climate Leadership Group.
Jake holds the Certified Investment Management Analyst (CIMA®) designation, awarded by the Investments and Wealth Institute formerly Investment Management Consultants Association (IMCA) in conjunction with the Yale School of Management. Jake is a graduate of Ohio Wesleyan University, graduating Magna Cum Laude with a triple major in Economics, International Relations, and Political Science.