Industry Veteran Greg Tanner Joins Us as Chief Operating Officer.
Current 3 - News:
Latest Addition to Senior Team Will Accelerate Align’s Efforts to Institutionalize Its Offering and Play a Bigger Role in Shaping the Future of Finance
Los Angeles, CA — August 20, 2024
Align Impact, LLC, the leading independent financial advisory firm focused exclusively on the impact marketplace (“Align”), has named Greg Tanner as Chief Operating Officer, effective July 15, 2024. Greg brings decades of traditional institutional finance experience from across a variety of disciplines within asset and wealth management. In his new role at Align Impact, he oversees all operational aspects of the firm including client and corporate operations, financial management, compliance, and technology.
Greg is a highly regarded industry veteran, with significant experience in mainstream finance, and has held senior roles at leading institutional asset managers including Bridgewater Associates, Inc., where he was Head of Operations, BlackRock, Inc., and iCapital Network, Inc.
Greg is the third addition to Align’s senior roster as the firm continues its buildout of its world-class leadership team. Align is actively seeking to play a bigger role in reshaping finance as more investors and institutions look for high-performing investment portfolios that also deliver critical double and triple bottom-line returns. Other notable recent senior hires include Align’s Matthew Weatherley-White, Chief Investment Officer, and Winter Wall, Chief of Staff.
“As we approach our 10-year anniversary, Align remains committed to our founding vision of leading and inspiring the marketplace to catalyze more investment capital towards solutions that improve the lives of everyone around the globe. And we remain laser-focused on how we can support our clients in the broader financial and impact ecosystem,” said Jenn Kenning, co-founder and CEO of Align. “I’m especially heartened to see that during this time mainstream finance has moved in our direction as more investors and institutions recognize the benefits of double and triple bottom line transactions. Impact is no longer a nice to have. It is the future of finance. At the same time, increased regulatory scrutiny of the sector and of ESG, generally, requires us to be more strategic about our role in the ecosystem. As larger institutional investors increasingly implement sustainability mandates and as the sector matures, Align must be ready to capture this opportunity by further institutionalizing our firm for the longer-term.”
Kenning continued: “Having a world-class leadership team is essential to our ability to meet this moment, and we will continue to take an opportunistic approach to building a team that can accelerate our growth. Greg is a proven leader, having held senior roles in operations at some of the largest and most highly regarded financial institutions, and brings deep experience helping companies realize their full potential. I am so pleased to welcome Greg to Align and am confident in his ability to help us scale while remaining true to our original mandate.”
“Align has been a leader in the financial advisory space and impact since its early days. Jenn was very astute about changing dynamics in the marketplace long before others, recognizing the possibility to drive impact at scale,” said Greg Tanner. “What’s exciting to me is that the broader investment community is now coming around to Align’s worldview about the promise of impact investing. So there’s a tremendous opportunity for us to make a difference and to lead the industry. But to do that we need to build out our own organization on a more institutional platform to execute on Jenn’s vision and to meet the needs of a burgeoning wealth management industry. I’m excited to be here and to have the privilege of working alongside the very talented team at Align as we embark on our next phase of growth and build on our leadership role in the financial advisory space.”
Greg spent much of his career at Bridgewater Associates, Inc., where he worked his way up to the Head of Operations. Having started his career in the middle office at the firm, he expanded his skillset by spending time in marketing, client service, and on the senior management team. At Bridgewater he reported to the COO/CFO and oversaw processing of thousands of transactions daily across futures, options, swaps, repo, cash equity and bonds. He also managed the entire post-trade investment lifecycle including valuations, corporate actions and collateral management for $180bn in AUM across 200 portfolios and funds. Additionally, Greg held positions at BlackRock, Inc. and founded the boutique management consulting firm, Devon Hill Advisors, LLC, which served fintech and asset management clients.
Prior to joining Align, Greg was a Partner and Head of Fund Operations with Mobilize Capital Partners, and Senior Vice President of Enterprise Integrations at iCapital Network, Inc. Greg earned an MBA from Yale University, a Master of Science in Finance from Fairfield University, and a Bachelor of Science in Finance from Lehigh University. Greg is also pursuing a doctorate from Fairfield University where he is an Adjunct Professor of Management. He is also a CAIA® Charterholder.
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.
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Cindy Stoller
Confluence Partners
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