
Ana has over 20 years of experience in law, finance, and the environment, she brings an interdisciplinary approach to wealth planning, investment strategy, and risk management.
Ana partners closely with clients to clarify goals, craft tailored solutions, and navigate complex life and business transitions, from launching ventures and planning major milestones to advising on philanthropic strategies and aligning portfolios with social or environmental values.
Before launching her advisory practice in 2025, Ana built a career spanning project finance and impact investing. She has worked with the Government of Colombia, the United Nations, PHR Legal, Standard & Poor’s, and co-founded CK Blueshift, where she led the firm’s impact investing practice. She has advised and collaborated with organizations including Restore America’s Estuaries, the Nature Conservancy, and the Walton Family Foundation. She has also contributed to thought leadership and field building supporting the production of the SRI Conference, the industry’s largest responsible investing conference, and helped incubate innovative blended finance vehicles such as BlueCommons and the Forest & Water Renewal Fund.
Ana’s background combines a deep understanding of capital not just in financial markets, but as a tool for change, enabling her to serve as both an advisor and strategic thought partner.
Ana is a Board Member at Coalitions and Collaboratives a non-profit advancing healthy and resilient communities through conservation and restoration; a mentor at Young & Empowered Women; and a Board Member at Rising Youth Theater a youth leadership organization working at the intersection of art and social justice.
Key Skills
- Project Finance
- Impact Investing
- ESG and SRI
- Strategy and Consulting
- Financial Planning and Analysis
- Capital Markets
- Credit Analysis
- Energy, Climate, Water
- Advocacy and Engagement
- Non-profits and Foundations
- Environmental and Social Justice
- Animal Welfare
Education
LL.M Energy and Environmental Law
Tulane University Law School
New Orleans, LA (2011)
Administrative Law Specialization
Javeriana University
Bogotá D.C., Colombia (2005)
J.D.
Javeriana University
Bogotá D.C., Colombia (2004)
Other Credentials
Investment Adviser License (Series 65) (2024)
Ana has also completed the following training courses and continued education offerings: Amplified Planning Externship (2025); Shareholder Advocacy Fellowship (2025); US SIF, Fundamentals of Responsible Investment (2018); Financial Accounting I, NYU, School of Professional Continuing Studies (2013); Rating Analyst Certification, S&P and NYU Stern School of Business (2013).
Please view form ADV Part 2 B for additional information. A detailed resume is available upon request.