MC Advisors is an investment management company that works closely with its portfolio companies to provide strategic direction and financial management. Because each of our portfolio companies requires a different level of support, our role can vary from that of board member to a more active role of chairman or CEO. In its capacity as fund manager, MC Advisors identifies new investment opportunities that fit within the mission and vision of Moral Compass.
After 13 years as an equity analyst and portfolio manager evaluating and investing in publicly traded companies, Josh wanted to have a more meaningful impact on companies, particularly those that combine a sustainable profit motive with a social mission. He joined Southwest Solar Technologies, a start-up in Phoenix, as Chief Financial Officer before assuming the role of President and now Vice Chairman. Josh then founded MC Advisors to provide consultative support to Moral Compass Corporation as well as identify and invest in compelling new opportunities that fit within the Moral Compass mission. Prior to joining Southwest Solar, Josh’s career included being among the youngest Vice Presidents in Credit Suisse’s history and forming a boutique money management firm, Crystal Rock Capital Management, with one of his mentors. Josh grew up in Madison, Wisconsin and attended Beloit College where he played soccer and basketball while majoring in economics and philosophy.
Before joining MC Advisors, Eric was an Investment Analyst at Grayhawk Capital as well as a Financial Analyst at Southwest Solar Technologies. He graduated summa cum laude from the Barrett Honors College at Arizona State University with B.S. degrees in finance and molecular biosciences and biotechnology. Eric grew up in Phoenix, Arizona in the Ahwatukee community, where he played lacrosse and football.