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.
Leadership Team
Jolyne Caruso-FitzGerald
Chair, Board of Directors
Matthew Weatherley-White
Chief Investment Officer
Greg Tanner
Chief Operating Officer
Jennifer Kenning
CEO and Co-founder
Winter Wall
Chief of Staff
Ali Motroni
Client Experience Director
Hummayun Javed
Managing Director, Investments
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.
Full Team
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Alex Cote
Manager of Public Markets -
Bryn Pellowe
Advisory Associate -
Courtney Joyner
Senior Advisor -
Kai Bidell
Portfolio Strategist -
Zach Strom
Portfolio Strategist
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![Alex Cote, Manager of Public Markets]()
Alex Cote
Manager of Public Markets -
![Bryn Pellowe, Advisory Associate]()
Bryn Pellowe
Advisory Associate -
![Courtney Joyner, Senior Advisor]()
Courtney Joyner
Senior Advisor -
![Kai Bidell, Portfolio Strategist]()
Kai Bidell
Portfolio Strategist -
![Zach Strom, Portfolio Strategist]()
Zach Strom
Portfolio Strategist