Joe Bateman is passionate about investing in and providing advisory services to organizations working toward a more just and equitable society. He is currently a Director on the Impact Investing team at Social Finance, where he works with private, public, and social sector organizations to measurably improve economic mobility by utilizing innovative financing models.

Previously, Joe worked on the US investments team at Luminate, a global philanthropic investor. In this role, Joe expanded Luminate’s portfolio of for-profit and nonprofit organizations working at the intersection of civic empowerment, racial justice, and digital rights, providing significant post-investment organizational support to the portfolio. Before working at Luminate, Joe led teams at Summit Consulting to conduct due diligence and portfolio monitoring for more than $500 million in loans to Community Development Financial Institutions from the US Treasury’s CDFI Fund, US banks, and philanthropies. He also led multi-year quantitative and qualitative research about best practices in community development finance for the US Treasury’s New Markets Tax Credit program.

Joe began his career working in human rights advocacy at the Washington Office on Latin America, a nonprofit research and advocacy organization focused on changing US foreign policy toward Latin America. He holds a Master of International Business from The Fletcher School at Tufts University and bachelor’s degrees in International Studies and Spanish from the University of Mississippi.


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