Courtney Joyner Gage Joins Align Impact as Senior Advisor
Current 10 - News:
Multi-Family Office Veteran to Lead Development of Holistic Investment Strategies for Clients with a Focus on Next-Gen and Women Investors
Los Angeles, CA — December 2, 2024
Align Impact, LLC, 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, (“Align”), announced today that Courtney Joyner Gage has joined the firm as Senior Advisor. Courtney brings over a decade of multi-family office expertise and will lead the development of impact investing strategies for Align’s clients, with a focus on family offices and the needs of next generation and women investors. Courtney is based in Dallas, TX and reports to Align Impact’s co-founder and CEO, Jenn Kenning. Courtney is the latest addition to Align’s management team as the firm builds out its roster of senior talent to position Align for its next stage of growth.
Courtney is highly regarded throughout the wealth management industry for her deep knowledge of family wealth planning and philanthropic strategy. In her role as Senior Advisor, Courtney will work closely with the Align team to design and implement bespoke financial strategies that align with each client’s values and financial objectives.
Previously Courtney spent nine years with Tolleson Wealth Management, where she held a variety of roles, including Director of Philanthropy and Family Engagement. Notably, Courtney was the Co-Founder and Project Leader for the firm’s Values-Based Investing Initiative, in which she led a multi-disciplinary team to bring values- based investing to their clients as a new investment solution, and successfully incorporated it into the firm’s existing investment platform. She also launched the firm’s reverse mentoring program.
Most recently, Courtney served as the Founder of Mariposa Advisers, an advisory she created to serve multi-generational, ultra-high net worth families and their advisors in the areas of family engagement, philanthropy and values aligned investing.
“Courtney is an accomplished and proven leader in the traditional wealth management space who has touched every single step of the wealth planning process including the personal and emotional dimensions associated with family wealth planning. Courtney has a keen sense of how to integrate a client’s values and financial priorities into the planning journey,” said Jenn Kenning. “With the $90 trillion generational wealth transfer underway, it is becoming increasingly clear that the RIA sector is not set up to meet the moment. Over the past several years the RIA industry has become dominated by cookie-cutter, transactional-based advice and solutions. Clients need and deserve more.
At Align, we are constantly rethinking how to make capital work better for our clients while using the levers of finance to create systems change around the globe. We believe that wealth is an expression of one’s whole being, and the next generation of wealth holders, in particular, seek a holistic and customized approach to wealth that reflects who they are, what they care about and what change they want to effect with their capital. We are thrilled to have Courtney join us as we work together to catalyze an exciting future for us all.”
“I am very excited to join the incredibly talented Align Impact team. The wealth management industry needs more advisors who are re-imagining the traditional approach to wealth, especially as our clients and their needs evolve. In my experience, integrating values alignment in all aspects of wealth- everything from estate and tax planning to preparing the rising generation of wealth holders to charitable planning- is critical in providing solutions that resonate with each family,” said Joyner.
“In addition, Align has the unique ability as an industry leader in the impact space to help families consider how to deploy their capital in innovative ways- from values-aligned investments to catalytic capital to unique grant opportunities- to help build a world that reflects their family's values and goals. I look forward to bringing my experience in working with multigenerational families and advisors to the Align team and their clients.”
Courtney began her career in wealth management at Bernstein Global Wealth Management, where she serviced clients and prospects with an approximate AUM of $1 billion including wealth forecasting, asset allocation advice, cash flows, account opening/closing, and reporting. She was recently named to the People Newspapers’ 20 Under Forty list. Courtney holds a BS in Business Enterprise Management from Wake Forest University and is a Certified Financial Planner TM.
About Align Impact, LLC
An independent fiduciary, Align Impact advises individual clients, family offices, foundations and endowments, all in the service of integrating impact investments into the broader wealth management strategy. Align specializes in building customized impact portfolios designed to deliver the same risk adjusted returns as best-in-class, globally diversified asset management strategies while enabling capital to flow to companies and funds working to address the world's greatest challenges. For more information, please visit us at www.alignimpact.com.
Media Contact:
Cindy Stoller
Confluence Partners
917-331-0418
