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
Manager of Public Markets -
Bryn Pellowe
Advisory Associate -
Courtney Joyner
Senior Advisor -
Evelina Durlind
Client Service Associate -
Jack Meyercord
President -
Kai Bidell
Portfolio Strategist -
Kristin Viola
Director of Finances -
Rocio Redondo Alamillos
Private Funds Associate -
Tamar Honig
Private Markets Manager -
Zach Strom
Portfolio Strategist