We are more than advisors. We are your allies in creating meaningful change.
To that end, we have gathered a collection of unconventional people with diverse backgrounds - in finance, international development, impact investing, philanthropy, entrepreneurship, and nonprofit leadership.
Our range of experiences and depth of passion equips us to consider your returns from all angles. As well as your influence.
Jolyne Caruso-FitzGerald
Chair, Board of Directors
Matthew Weatherley-White
Chief Investment Officer
Greg Tanner
Chief Operating Officer
Jennifer Kenning
CEO and Co-founder
Our Values
Our values are our foundation. They guide our collective approach to creating positive, sustainable change, and reflect our commitment to creating lasting impact together.



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Alex Cote
Portfolio Strategist -
Bryn Pellowe
Associate Advisor -
Courtney Joyner
Senior Advisor -
Rocio Redondo Alamillos
Private Funds Associate -
Evelina Durlind
Associate Advisor -
Kai Bidell
Portfolio Strategist -
Zach Strom
Investment Strategist -
Kristin-Viola
Director of Finance -
Tamar Honig
Private Markets Manager -
Annemarie Happee
Associate Director, Operations -
Katrin Lewis
Manager, Catalytic Capital -
Joey Ward
Associate, Operations -
Hunter Wallace
Executive Partner -
Paige Dickman
Manager, Operations