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.
Jack Meyercord
President
Winter Wall
Chief People Officer
Matthew Weatherley-White
CEO and Chief Investment Officer
Kristin Viola
Chief Financial Officer
Courtney Joyner-Gage
Head of Client Service and Philanthropy
Greg Tanner
Chief Operating Officer
Jolyne Caruso-FitzGerald
Chair, Board of Directors
Jennifer Kenning
Co-founder
Ali Motroni
Client Experience Director
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
Associate Director of Public Markets -
Andrea Rennie
Operations Associate -
Annemarie Happee
Director of Operations -
Bryn Pellowe
Associate Advisor -
Catherine Stanton
Operations Associate -
Efrata Kirose
Client Service Associate -
Evelina Durlind
Associate Advisor -
Hunter Wallace
Executive Partner -
Joey Ward
Operations Associate -
Kai Bidell
Portfolio Strategist -
Robert Cain
Client Service Associate -
Rocio Redondo Alamillos
Private Funds Associate -
Rodrigo Zozaya
Investment Associate -
Yihana von Ritter
Director of Investments -
Zach Strom
Associate Director / Investment Strategist
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President
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Kristin-Viola
Director of Finances -
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Yihana von Ritter
Director of Investments -
![Alex Cote, Associate Director of Public Markets]()
Alex Cote
Associate Director of Public Markets -
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Annemarie Happee
Associate Director, Operations -
![Courtney Joyner, Senior Advisor]()
Courtney Joyner
Senior Advisor -
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Hunter Wallace
Executive Administrative -
![Kai Bidell, Portfolio Strategist]()
Kai Bidell
Portfolio Strategist -
![Associate Director / Investment Strategist]()
Zach Strom
Associate Director / Investment Strategist -
![Rocio Redondo Alamillos Private Funds Associate]()
Rocio Redondo Alamillos
Private Funds Associate -
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Evelina Durlind
Client Service Associate -
![Bryn Pellowe, Advisory Associate]()
Bryn Pellowe
Advisory Associate -
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Joey Ward
Operations Associate -
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Andrea Rennie
Operations Associate -
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Catherine Stanton
Operations Associate -
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Rodrigo Zozaya
Investment Associate -
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Efrata Kirose
Client Service Associate
