Carla Dearing


As CEO and Founder of Sum180, Carla leads a team of financial experts, marketers and technologists who are rethinking financial planning services from the ground up. Carla started her career at Morgan Stanley & Co. in financial analysis and new product development, in the company’s New York, London and Geneva offices. She then co-founded a financial advisory and fund administration firm that was acquired by a Boston bank now owned by State Street Bank.

Carla was the founding CEO of Community Foundations of America, Inc., involving 115 community foundations nationwide. She also served as a senior administrator in the university health care industry focusing on strategy development and execution. She serves as CEO of IMC, Sum180’s major investor.

Carla graduated Phi Beta Kappa from the University of Michigan with a B.A. in economics and political science, and she holds an M.B.A. from the University of Chicago.

“Starting my career at Morgan Stanley gave me a deep grounding in finance, a discipline I’ve loved ever since. Now, at Sum180, we’ve developed a service that finally gets right many of the issues that, for too long, the industry has gotten wrong. I feel like was training for this my whole life!”