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Co-Founder & Managing Partner - MontaRosa
Jodi Kaelle
Orinda, CA - SF Bay Area
Her Why
The support from other women to grow and expand my horizons has been a gift.
title
Co-Founder & Managing Partner
organization
MontaRosa
location
Orinda, CA
SF Bay Area
member since
July 2025
areas of interest
● Corporate Board Readiness
● Boardroom Success Series
● #GetOnBoard Week
● Nonprofit Boards as a Strategic Advantage
● How She Invests (monthly VC & Founder panels)
● Introduction to Angel & Venture Investing
● Women Leaders for the World Fellowship
● Values-based Investing
board service
areas of expertise
COACHING ● FINANCIAL SERVICES ● PHILANTHROPY ● SUCCESSION PLANNING ● WEALTH MANAGEMENT
industry experience
CONSULTING ● FINANCIAL SERVICES ● FINTECH
in her own words
PODCAST - BLOG - THOUGHT LEADERSHIP
No
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