Align Impact Acquires Wealth Management Business of Conscious Endeavors To Capture The Growing Opportunity In Impact


Current 19 - News:


Names Jack Meyercord As President; Enhancing Align’s Ability to Capture Growing Investor Interest in Multi-Asset Class Impact Strategies

Denver, CO — April 2, 2025

Align Impact, LLC, a leading independent financial advisory firm that aligns investor values and financial goals to create meaningful change announced today that it has acquired the wealth advisory business of Conscious Endeavors LP (“Conscious Endeavors”), an independent RIA firm focused on impact investing. In addition, Align has named Jack Meyercord, founder of Conscious Endeavors, as President, a new role at Align. Meyercord is joined by colleague Kristin Viola as Director of Finance.

As President of Align, Jack will work closely with Founder and CEO, Jenn Kenning, and play an integral role in shaping Align’s business strategy, positioning and growth as a leading independent advisory firm. Jack will also further build out the firm’s comprehensive product offerings to help clients meet their financial and impact investing portfolio objectives.

The addition of the Conscious Endeavors team reflects Align’s desire to further institutionalize its capabilities and to accelerate its growth through talent acquisition as a growing number of investors seek more sophisticated wealth management solutions that address systemic issues in the world while delivering on their financial objectives.

"I am thrilled to welcome Jack, Kristin, and the clients of Conscious Endeavors to the Align family. This is a huge win for what we are building, for the industry, and for moving additional capital towards the future we wish to create,” said Jenn Kenning. “With the addition of Jack and Kristin, we are positioning Align as an industry leader in building the future of wealth management.”

“Jack is an industry leader, a quiet force, values-aligned, and he has demonstrated his commitment to the impact industry since its inception. He has been a thought partner of mine for many years, served on our Investment Committee, and is an investor in the business, so it is very fitting that we welcome him as the President as we chart our path forward. His leadership will continue to strengthen our commitment to our clients and team, and to remaining independent. I hope that this is the beginning of many strategic partnerships of this caliber for Align and the impact industry."

“I have known Jenn for a long time and admire how she has led Align’s evolution as an authentic authority and force in the investment ecosystem,” said Meyercord. “It’s exciting to join a firm that blends traditional, financial expertise with authentic impact advice. Mainstream investing continues to move towards impact, and the RIA sector needs sophisticated wealth advisors like Align who understand how to design high performing portfolios that also deliver on clients’ objectives – whether they are financial, impact-oriented or both. At a time when the marketplace has become overwhelmed with large, transactional advisory firms, I am proud to join a firm that delivers highly customized service and expertise for its clients.”

Jack Meyercord has over 20 years of investment experience, mostly in the public equity markets. He founded Conscious Endeavors LP in 2019 and previously worked for Bienville Capital as a Portfolio Manager and the Head of Impact Investing. In these roles, he helped families and endowments align their investment strategy with their personal values and mission.

Previously, Jack worked as the Managing Partner of Straight Wharf Capital Management LLC. During this time, Jack also advised a family office on creating a multi-asset class portfolio focused on impact investments. Jack served as the founder and Chief Investment officer of Straight Wharf Asia Master Fund, a long /short equity fund focused on Asian markets, which was seeded by Tiger Management. From 2000 until 2009, Jack focused on investing in public equities in the Asian real estate, telecommunications and consumer sectors at several different hedge funds, including Kelusa Capital, Avenue Capital, and Banyan Fund Management.

Jack is a CFA charter holder, received his M.B.A. from Columbia Business School and graduated with a B.A. in Political Science from Duke University.

In addition to Jack, Kristin Viola joins the firm as Director of Finance. Previously she served as the Director of Finance & Operations for Conscious Endeavors for five years and as the CFO at Alder Hill Management LP. Prior to this she held positions at Gracie Asset Management, Huron Consulting Group and Ernst & Young. She holds a MS in Accounting from University of Notre Dame and a BS from the University of Richmond. Kristin is licensed as a CPA in NY State.

About Align Impact, LLC

Align Impact, LLC is a leading independent financial advisory firm focused on a holistic approach to wealth management that addresses systemic social and environmental challenges while helping investors define and meet their financial objectives. For over a decade, Align has been advising individual clients, family offices, foundations and endowments, building customized and purposeful investment portfolios that can deliver on clients’ return objectives while effecting social change. For more information, please visit us at www.alignimpact.com.

The information presented in this press release is the opinion of Align Impact and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance. Align Impact is an investment adviser registered with the U.S. Securities and Exchange Commission.

Media Contact:

Cindy Stoller

Confluence Partners

917-331-0418

cstoller@confluencepartners.com

Align Impact

Align Impact is a female founded, owned, led, and majority-staffed, SEC-registered independent advisor and certified B Corporation. We specialize in co-creating and implementing impact investing strategies with individuals, families, foundations, institutions, and advisors.

https://www.alignimpact.com
Next
Next

DEI is dead. Long live DEI.