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Catherine Berman Named to the InvestmentNews' 2020 Icons and Innovators List

Published on: 23 Mar 2020

CEO of impact investment firm CNote receives industry recognition for her innovative work

Catherine Berman

OAKLAND, Calif., February 13, 2020 ( - InvestmentNews has recognized Catherine Berman as a 2020 Icons and Innovators honoree. Catherine was chosen from several hundred nominations to make the list of 10 Innovators and one Icon, Jud Bergman, former Chairman and Chief Executive Officer of Envestnet. 

"It is energizing to be recognized for our work unlocking the opportunity for foundations, institutions and individual investors to earn returns while investing in underserved communities across America," Catherine said. She added, "I am honored to be among this select list of innovators who are driving positive change in the financial services industry." 

Each of the advisers and executives who made the fourth annual InvestmentNews Icons and Innovators list was chosen from a rigorous selection process designed to identify individuals who contributed profoundly and consistently to the advancement of the financial advice profession and for conceiving new ideas and tools that have propelled the industry forward. 

“The 11 individuals recognized as this year's Icons & Innovators have led significant changes that are transforming the financial advice industry,” said George Moriarty, Chief Content Officer of InvestmentNews. “We hope their stories will inspire others to bring forward the next big ideas.”

Catherine will officially receive the award at the InvestmentNews 2020 Innovation Summit and Awards Dinner on April 30 in New York City. The half-day Summit will include panel discussions, TED-style talks, and one-on-one interviews followed by an awards dinner gathering the industry’s biggest names and brightest minds.

InvestmentNews also recognized 18 firms as finalists in its Innovation Awards in six categories: educational materials, investing solutions, practice management, retirement solutions and adviser fintech, which has both small-firm and large-firm finalists. 

“The 18 Innovation Award firm finalists are introducing creative and effective solutions to some of the industry's most challenging questions,” said Mr. Moriarty. “As our profession continues to evolve, it is more important than ever to embrace the power of innovation.”

To learn more about Catherine Berman, the 2020 winners and the Innovation Summit, please go to

About InvestmentNews

InvestmentNews is the leading source for news, analysis, and information essential to the financial advisory community. 

About CNote

CNote is an award-winning, first-of-its-kind financial platform that allows anyone to make money investing in causes and communities they care about. With the mission of closing the wealth gap, CNote directs every dollar invested toward funding female- and minority-led small businesses, affordable housing and economic development through its nationwide network of CDFI community lenders.