Who We Are

Amanda Steinberg, Founder & CEO

In 2016, the Oprah Winfrey Network named Amanda Steinberg to its inaugural “SuperSoul 100,” a collection of 100 awakened leaders who are using their voices and talent to elevate humanity. In 2015, Forbes Magazine called Steinberg a “New Money Master” and financial luminary shaping the future of investing. Amanda founded DailyWorth in 2009 to bring a fresh voice and an outsider’s perspective to personal finance.

WorthFM's Leadership Team

Emily Jipson
General Manager & Chief Product Officer
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Over 20 years of digital product strategy and development expertise with a specialization in financial platforms and media. Former Global Head of Product for Yahoo Finance, VP of Product & Emerging Media for Dow Jones, CTO of MoneyMedia (Financial Times), VP Product, Gerson Lehrman Group, and Director of Business Analysis for Gartner Group. MS, Technology Management, Columbia University and a BS, International Relations, from University of Wisconsin.
Bridgot Basile
Director of Investment Operations & Chief Compliance Officer
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Over 15 years of investment experience at PWC, The Vanguard Group, and Nuveen Investments. Most recently, VP at Traynor Capital Management, leading the client services team and focusing on client growth. BS, Finance from Villanova University.
Jordan Bastien
Director of Client Success and Business Development
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Relationship developer across clients, partners, press, and investors. Deep fundraising and sale experience, particularly in Education and Art fields. BA, Art History from Princeton University.

Board of Directors & Advisors

James Dowd
Chief Investment Officer, Board Member, CFA
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Jim Dowd has over 30 years of experience in global financial markets. He is founder and managing director of North Capital Inc., a registered investment advisor offering discretionary and nondiscretionary investment management to individuals, families, and institutions, North Capital Private Securities (NCPS), a registered broker-dealer focused on the distribution of private funds and the securities of private companies, and North Capital Investment Technology, which provides SAAS for financial marketplaces Prior to founding North Capital, Mr. Dowd was a senior managing director at Bear Stearns. He holds the Chartered Financial Analyst designation and is a Certified Public Accountant. Mr. Dowd is the Founder and Managing Director of North Capital, Inc., the sub-advisor to WorthFM.
Sigward Moser
Board Member
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Sigward Moser is a Worth Financial Board member. He is a partner at Committed Capital, LLC and a former managing principal of Domini Social Investment. Sigward offers insights and guidance on socially responsible investing.
Suzanne Biegel
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Suzanne Biegel leads the impact investment consultancy Catalyst at Large and is an Investment Director for the SPRING accelerator, a Catto Fellow at the Aspen Institute, and on the global advisory board of Cornerstone Capital Management. In the 1990s, Suzanne was the CEO of IEC, an e-learning and communications firm. Since selling IEC, Suzanne has been an active angel investor, philanthropist, and board member, and has played leadership roles in a variety of companies and projects.
Mark Censits
Board Member
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Mark R Censits is a Worth Financial Holdings Board Director since its formation. He is also a 2-term Trustee for RSF Social Finance, a $200MM social capital organization based in San Francisco. In 2001 he co-founded Corporate Revitalization Partners, a turnaround and restructuring practice that was acquired by Deloitte Consulting in 2007. He has an MBA from the Wharton School of Business and a Bachelor of Science from Cornell University.
Dina Shoman
Board Member
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Dina Shoman is a Worth Financial board member. Dina is the Founder and CEO of inherQuests, a financial education company for young girls and former EVP & Head of Branding for Arab Bank.
Jamie McIntyre
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Jamie McIntyre is the founder of Rewire Capital. He has co-founded four different companies in the wealth management and technology industry with aggregate exits in the hundreds of millions of dollars. At Fortigent, he built the first and only High Net Worth focused asset management platform delivering solutions to over 100 of the best independent wealth companies servicing $80 billion in assets.

WorthFM is located in the Chestnut Hill neighborhood of Philadelphia.

Not Wall Street.

8331 Germantown Ave,
Philadelphia, PA 19118

[email protected]