Alumni Spotlight: Building Better Communities
These Financial Health Network alumni are now focused on solutions that help small businesses and communities thrive.
By Financial Health Network
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Next month, the Financial Health Network will celebrate 20 years of improving financial health for all at our EMERGE conference (there’s still time to secure your spot for this not-to-be-missed anniversary event). The impacts we’ve made along the way wouldn’t be possible without the deep dedication of our people. Improving financial health for all requires collaboration, empathy, and a desire to reshape the mindsets of many, so that we might reimagine the financial system of the future.
In the latest installment of our Alumni Spotlight series, two former colleagues share how they’re applying lessons from the Financial Health Network to invest in the success of small businesses and communities. If you missed them, catch up on our prior Alumni Spotlights featuring Alejandra and Chandni, and Thea and Kimberly.

“My experience at the Financial Health Network helped me unlock exciting opportunities for innovation and impact in my community.”
Josh Sledge
Joshua “Josh” Sledge
Years at the Financial Health Network: 2009-2020
Previous Role at the Financial Health Network: Senior Director, Programs
Current Role: Chief Investment Officer at the Kalamazoo Community Foundation
Then
When Josh Sledge joined the Financial Health Network in 2009, he was enthusiastic about providing his financial capabilities expertise to help the relatively young organization carry out its mission. Since then, he’s witnessed the Financial Health Network’s growth at scale – feeling a sense of pride in driving the company’s impact.
Josh actively contributed to shaping the organization’s perspective on financial capability and managing the Financial Capability Innovation Funds, which accelerated innovation by investing in nonprofit-led financial health solutions. Notably, he spearheaded the launch of the Nonprofit-Fintech Exchange, which fostered impactful collaborations between fintech entrepreneurs and community organizations. His influence resulted in over a dozen partnerships aimed at creating solutions for financial health. He also became an authority on small-dollar credit, collaborating with diverse partners on research, policy, and innovation initiatives that would better serve consumer needs.
Reflecting on his tenure, Josh fondly recalls moments like ringing the New York Stock Exchange closing bell during Financial Capability Week and hosting the Financial Health Network’s EMERGE conference(twice!). Josh’s contributions exemplify the Financial Health Network’s commitment to advancing financial health and innovation.
Now
Josh currently serves as the Chief Investment Officer at the Kalamazoo Community Foundation, where he manages the investing program. He focuses on utilizing foundation assets to bolster and finance local projects, amplifying the foundation’s impact on the community. Josh’s strategic approach ensures that these initiatives harmonize with the organization’s overarching goals, while his keen eye for innovation consistently unearths new opportunities for community investment.
He has also been instrumental in driving progress across various critical areas, including the promotion of affordable housing, the facilitation of wealth building for entrepreneurs, and the vital financing of nonprofit infrastructure development. Through his dedication and expertise, Josh continues to play a pivotal role in advancing the foundation’s mission and fostering positive change within the Kalamazoo community.
“I’m fortunate that I can continue working in ways that build financial health while focusing on my hometown community. My experience at the Financial Health Network helped me understand different community stakeholders’ unique capabilities and motivations, unlocking exciting opportunities for innovation and impact,” he says.

“I’m able to use what I learned at the Financial Health Network about high-quality checking and savings products, behavioral economics, and impact measurement to inform the decisions my team and I make every day.”
Rob Levy
Rob Levy
Years at the Financial Health Network: 2010-2013, 2015-2022
Previous Role at the Financial Health Network: Vice President, Research
Current Role: Mass Market Deposits Strategy & Pricing Lead, Small Business Bank at Capital One
Then
Over his 10-year journey at the Financial Health Network, Rob Levy created impactful research that shaped the way the organization shares insights on a variety of financial health topics.
Some of his early studies explored small-dollar credit (SDC), such as payday and installment loans. In the early 2010s, this type of credit was getting industry attention, leading to Rob’s research around SDC consumer behaviors and profiles of SDC users. These studies, which highlight the correlation between consumer credit and overall financial health, have been cited by both industry leaders and policymakers. This work also sparked Rob’s interest in exploring innovative, better-quality SDC solutions that would benefit more consumers.
Along the way, he became inspired to join a fintech startup and decided to leave the Financial Health Network. After a couple of years, he returned to the organization to take on a new focus – defining and measuring financial health. His work included establishing the FinHealth Score® measurement framework and Financial Health Pulse® research initiative, which provided an unprecedented look into the financial health of people across America. Rob reflects fondly on his involvement with the Financial Health Leaders program which helped companies measure and improve the financial health of their customers and ultimately inspired his move to Capital One.
Now
In his current role as Mass Market Deposits Strategy & Pricing Lead, Small Business Bank at Capital One, Rob champions the success and support of small businesses.
His team in the Small Business Bank is focused on the strategy and economics behind the checking and savings products offered in Capital One branches, Cafés, and (starting this past April!) online nationwide. His team helped the bank launch a new high-yield savings promotion and extend Capital One’s network of over 70,000+ fee-free ATMs to its small business customers, furthering the company’s commitment to financial well-being. Capital One’s mission to “Change Banking for Good” continues to inspire his passion for advancing financial health for all.
“In small business banking, ‘financial health’ may still be an emerging concept, but there is no doubt that helping small business owners find affordable, customer-friendly financial products is critical to their ability to grow their businesses, support their families, empower their employees, and improve their communities,” he explains.
Be Part of the Movement at EMERGE 2024
This June, Financial Health Network alumni and staff will join together with innovators across industries at EMERGE for a celebration of 20 years of financial health. Connect with new and familiar faces as we reflect on our progress, rethink systems and practices, and prepare to rewire our society to support financial health for all.
Explore More Alumni Spotlights
Alumni Spotlight: Celebrating the Women Shaping Financial Health
In honor of Women’s History Month and 20 years of financial health, we’re highlighting two women who have been a critical part of our journey and progress.
Alumni Spotlight: Championing Financial Health Across Sectors
Meet two Financial Health Network alumni who have gone on to new industries to influence financial lives at scale.