Los Angeles, Denver, New York—October 22, 2018—Align Impact, LLC, a financial advisory firm focused exclusively on the impact marketplace, (“Align”) is pleased to announce that Eric Stephenson, CAIA has joined as Director of Client Service effective November 1, 2018. Eric will also be a member of the firm’s Investment Committee.
Eric joins from the Cordes Foundation where for the past five years he served as Portfolio Director, implementing a strategic plan towards 100% mission alignment across asset classes, and overseeing the Foundation’s philanthropic initiatives. He was previously on the fund investments team at Hamilton Lane and the global leasing group at Xerox.
Jennifer Kenning, Align’s Co-Founder and CEO, shared “We are thrilled to welcome an extraordinary talent with a proven track record in 100% alignment, thought leadership, relationship building, a comprehensive investment acumen, and a deep commitment to impact investing. Eric will also continue to expand our presence on the East Coast through his senior leadership in New York.”
“I’ve gotten to know Align Impact well, since its founding in 2015 and as a client through my role at the Cordes Foundation since 2017,” added Eric Stephenson, “and have seen it grow into a fully independent fiduciary and impact specialist, working with advisors and institutions to help define their clients’ most important values and align them with their resources. We have something really special here, both in terms of people and client services. I’m looking forward to playing an integral role to help grow the firm, and advance the work of our larger impact investing community, to collectively bring personal values in line with investment capital and philanthropic giving to generate social and environmental change that benefits all of humanity and the planet. “
Eric also serves as co-chair of the Cordes Foundation, member of the advisory board for Duke University’s CASE i3 Initiative on Impact Investing, a mentor at Harvard University’s Initiative for Responsible Investment, and is a frequent speaker at universities and industry conferences on the topics of impact investing and social enterprise.
He earned his BBA from Temple University, MA from University of the Pacific and is an active CAIA charter holder and alumnus of the SEO Career Program.
About Align Impact, LLC
What if everyone benefited from your investments? What will your impact be?
As impact specialists, Align collaborates with clients and their advisors to integrate impact investments into broader wealth management strategies by providing specific expertise around impact investments while integrating values, investment and tax considerations. We design customized investing and giving strategies through research on financial and impact outcomes of investments and grants that are aligned with our clients’ values. Align enables our clients to use their resources to move the needle on the world’s greatest environmental and social challenges without sacrificing their financial and liquidity needs.
What do you want to accomplish? For more information, please visit us at www.alignimpact.com
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