Figure 8 Investment Strategies LLC

Matthew Hollands is a CFA® charterholder with three years of industry experience. He is currently with Figure 8 Investment Strategies LLC, where he has worked since 2024. Prior to that, he was employed at Wells Fargo Investment Institute and Wells Fargo Bank from 2013 to 2024. Figure 8 Investment Strategies serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning services. The firm specializes in sustainable, responsible, and impact investing, incorporating social-impact factors into portfolio management across equity and fixed-income strategies.

Lisa Cooper is a CFP® and CFA® with 14 years of industry experience. She has worked at Figure 8 Investment Strategies LLC since 2016 and was previously with Mofi from 2019 to 2024. Lisa is based in Boise, ID, and holds Series 63 and Series 65 licenses. Figure 8 Investment Strategies LLC serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning services. The firm focuses on sustainable, responsible, and impact investing, integrating social-impact factors into portfolio construction and management.

Marisa Shalz is a financial advisor at Figure 8 Investment Strategies LLC with a Series 65 designation and one year of industry experience. She has held various roles across multiple sectors, including hospitality and education, prior to joining Figure 8. Figure 8 Investment Strategies serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning. The firm’s approach emphasizes sustainable and impact investing, incorporating social and environmental factors into portfolio construction and ongoing management.

Travis Stright is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has worked at Figure 8 Investment Strategies LLC since 2021 and previously spent eight years at U.S. Bancorp. Outside of his advisory role, he serves on finance and audit committees for nonprofit organizations including the ACLU of Idaho, Idaho Law Foundation, and Boise Public Schools Foundation. Figure 8 Investment Strategies LLC serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning services. The firm emphasizes sustainable, responsible, and impact investing, integrating social and environmental factors into portfolio construction and monitoring.