Eric Stephenson is Director of Client Service at Align Impact and a member of its investment committee, advancing the firm’s work helping investors and their advisors develop and implement effective impact investing and philanthropic strategies.
With a background in private equity and subsequent work as a portfolio director for a family foundation, Eric brings an authentic understanding of how to imbed impact investing into a broad-based wealth strategy.
Eric’s path to impact has been, and continues to be, a lifelong journey. His travels have taken him to more than 60 countries, nurturing his first-hand appreciation for the many opportunities and challenges communities face around the world, along with a sense of humility and purpose that guides his career in impact investing.
For five years prior to joining Align Impact, Eric was the Portfolio Director at the Cordes Foundation, tasked with assessing, proposing and implementing a strategic plan towards 100% mission alignment across asset classes and with investments in more than 70 countries, and overseeing the Foundation’s philanthropic initiatives. Collectively, these initiatives evolved towards a mission to advance economic opportunity for women, particularly throughout the ethical fashion and financial services sectors.
During his tenure, Eric gained valuable insight into how to manage through some of the most significant investment issues many foundations grapple with today, from portfolio construction to how to balance risk, return and impact; how to build a strong pipeline of opportunities; and the importance of incorporating rigorous levels of due diligence into the investment process from both financial and impact perspectives.
Eric’s early career in finance includes roles as part of the fund investments team at Hamilton Lane and as a member of the global leasing group at Xerox. Eric serves as co-chair of the Cordes Foundation, is a member of the advisory board for Duke
University’s CASE i3 Initiative on Impact Investing, and is a due diligence mentor at Harvard University’s Initiative for Responsible Investment. Eric is also a frequent guest lecturer at universities around the country on impact investing and social entrepreneurship. He earned his BBA from Temple University, MA from University of the Pacific and is an active CAIA charterholder and alumnus of the SEO Career Program.