About Us - ImpactAssets

We also offer innovative philanthropic and impact investing products and services that enable our clients to target their exact impact goals. We serve everyone from individuals and families to institutions including foundations, corporations and family offices. However you envision a better world, we exist to help you achieve your greatest impact.

ImpactAssets is an independent 501(c)3 organization.

Our Mission

To be the preeminent partner for impact investing and charitable giving—helping us all achieve our greatest impact.

Our experience—by the numbers.

Assets under
Management

Clients

Collective years of impact
investing experience

Established 2010. Reestablished daily.

Explore highlights from our history.

Slide left

Slide right

2021

1000 Client Recommended Impact Investments

2021

$1.6 Billion in
Assets Under
Management

2020

ImpactAssets
Charitable Funds

Launched five thematic funds
that amplify charitable dollars
through impact investing.

2020

Stop the Spread

Acquired Stop the Spread
to address the urgent and
evolving needs of COVID-19.

+28,000 vaccines distributed
to hard-hit communities

2020

ImpactAssets 50 Emerging
Impact Manager List

Expanded the IA 50 to include
Emerging Impact Managers.

48 Emerging Impact Managers
featured to date

2019

$1 Billion in
Assets Under
Management

2017

The ImpactAssets
Handbook for Investors

Published a “how to” guide for
beginner to advanced impact
investors.

2014

ImpactAssets Microfinance and Sustainable Agriculture Notes

Launched two Investment Notes accessible outside of our donor advised fund.

$63M deployed for impact.

2012

Impact Investing
Issue Briefs

Published 15 Issue Briefs
in partnership with Jed
Emerson.

2010

ImpactAssets 50 Database

Launched the first publicly available
database of impact investment fund
managers.

2010

ImpactAssets founded

Co-founders Tim Freundlich, Ron
Cordes and Wayne Silby founded
ImpactAssets as spin-out of
Calvert Impact Capital.

Meet Our Team.

Learn more about our commitment to diversity, equity and inclusion.

OUR TEAM

BOARD

INVESTMENT COMMITTEE

IA 50 REVIEW COMMITTEE

OUR TEAM

View All

View All
Leadership
Client Engagement & Business Development
Client Service and Operations
Finance
Investments
Marketing

Avid Athlete. Argentinian. Motivated to reducing inequalities around the world.

Agustin Mosquera

Associate, Investment Services

Corporate creative. Listener. Working for a world where all can flourish.

Alice Lowenstein

Chief Operating Officer

Passionate about storytelling that shares our humanity.

Amy J. Bennett

Chief Marketing Officer

Climate lover, data enthusiast, lucky mom and wife.

Amy Kaminski

Strategic Advisor, Analytics & Insights

First generation college graduate passionate about health and wellness.

Angie Zine

Officer, Investment Operations

Outdoor enthusiast with a passion for adventure. Corgi mom.

Brittany Engelhardt

Senior Associate, Client Service

Ser más para servir mejor / Be more to serve better.

Carlos Peña

Director, Investments, ImpactAssets Capital Partners

First generation graduate, foodie and beach preserver.

Carlos Polanco

Associate, ImpactAssets Capital Partners

Passionate about travel, volunteering, and impacting positive social and environmental change.

Chanda Keefe

Director, Technology

Daughter, wife, mom, friend. Person of faith. Dares to dream the impossible is possible.

Christian Peele

Chief of Staff

Passionate about driving the breadth and depth of impact investing.

Connor Taylor

Officer, Investment Services

Climate activist with a passion for scaling impact organizations.

Dana Cotter

Managing Director of Impact

Passionate about effecting positive change by increasing access to capital.

David Riley

Chief Compliance Officer and General Counsel, ImpactAssets Capital Partners

Connector. Bridge builder. Midwesterner. Mom of two. Proud LGBT family.

Deb Parsons

Managing Director, Business Development & Client Engagement

Passionate about growing investments in companies tackling social & environmental issues.

Dylan Decker

Associate, Investment Operations

Passionate about driving capital to the bold ideas of visionary changemakers.

Eric Meissner

Director, Investment Services

Global Citizen. Impact-Driven.

Evan Coller

Senior Digital Marketing Manager

Passionate about accelerating the transition towards a circular economy.

Helena Hong

Senior Associate, ImpactAssets Capital Partners

Algerian born and raised. Passionate about creating an equitable & regenerative world.

Houda Ferradji

Senior Associate, ImpactAssets Capital Partners

Life-long commitment to community service, especially in support of children.

Ivy Wafford Duke

General Counsel

Passionate about improving people's life experience.

Jaime Ramirez

Investment Strategist, ImpactAssets Capital Partners

Disability activist dedicated to spreading positivity. Proud Cat dad.

John Quinn IV

Senior Associate, Investment Operations

German born and raised. Encouraging investments for social good. Mother of two.

Judith Sonja Bartkowski

Officer, Operations

Animal activist. Companion to three rescue dogs.

Kate Leopold

Senior Associate, Operations

Passionate about storytelling and using the power of narratives for good.

Kavita Vijayan

Director, Strategic Marketing Communications

Passionate about making a difference through impact investing.

Kelsey Dwyer

Officer, Investment Services

Equality activist. Passionate about quality education. Amateur chef. Cat mom.

Lia Henry

Associate, Investment Services

Giver. Communicator. Child of immigrants. Concerned global citizen.

Malik Kadir

Senior Associate, Client Services

Change agent. Futurist. Champion for people and planet. Blessed mom and wife.

Margret Trilli

Chief Executive Officer and Chief Investment Officer, ImpactAssets

Passionate about building community and supporting engaged client networks.

Maria Catoline

Senior Partnerships and Engagement Officer

Climate investor, Colorado-raised, with roots in Mali and Mexico.

Mia Diawara

Strategic Advisor, Investments

Climate advocate. Data lover. General optimist.

Nick Peters

Director, Investments, ImpactAssets Capital Partners

Problem solver. Servant's heart. Grateful wife and mother.

Patti McKenzie, CPA

Director of Finance & Controller

Passionate about impact investing. Mother of two.

Quita Liu

Senior Associate, Operations

Passionate about channeling capital to improve access to healthcare and education.

Rebecca Gelb

Director, Operations

Questioner. Math lover.

Rebecca Hull

Implementation Officer

Believer in the power of philanthropy. Likes to get stuff done.

Sally Boulter

Senior Engagement Officer

Earth lover and meat eschewer.

Sandra Osborne Kartt, CFA

Managing Director, Investments, ImpactAssets Capital Partners

First generation Latinx college graduate. Increasing access to capital for entrepreneurs of color.

Sara Templeton

Officer, Business Development

Human rights and social justice advocate. Sustainability enthusiast. Cat mom.

Sarah Payano

Senior Associate, Client Service

Impact and ESG investing enthusiast. Climate advocate.

Sherry Tong

Associate, Operations

Passionate about addressing climate and equity issues through impact investing.

Siobhan King

Portfolio Manager, Investments, ImpactAssets Capital Partners

Passionate about healthcare, travel and food. Mother of three. Pacific Northwesterner.

Sonja Ordonez

Grant Operations Specialist

Dedicated to supporting organizations that are working to improve lives.

Surin Ramkissoon

Managing Director of Finance

Passionate about creating flexible and supportive workplaces. Eternal optimist.

Susan Flannery Adams

People Programs and Human Resources

First generation college graduate passionate about human rights.

Taumra Lawrence

Executive Assistant

Impact investing field builder and social entrepreneur.

Tim Freundlich

Founder & Executive Director, Strategic Development

Single mother of two. Intellectual and physical disability advocate. Huge football fan.

Traci Young

Office & Administrative Manager

Storyteller for impact. Nature lover. Techno-optimist.

Tracy Sherman

Senior Marketing Content Manager

BOARD

Dan Skaff
Co-Founder and Managing Partner, Radicle Impact

Dan Skaff

Co-Founder and Manager Partner, Radicle Impact

Gerhard Pries
Founder & Executive Chair of Sarona Asset Management Inc

Gerhard Pries

Founder & Executive Chair of Sarona Asset Management Inc

Karl "Charly" Kleissner
Co-Founder, Toniic Co-Founder, KL Felicitas

Karl “Charly” Kleissner, Ph.D.

Co-Founder, Toniic, Founder, KL Felicitas Foundation

Kim Wright-Violich
Managing Partner, Tideline

Kim Wright-Violich

Managing Partner, Tideline

Lauren Booker Allen
Partner & Head of Impact Advisory, Jordan Park

Lauren Booker Allen

Partner & Head of Impact Advisory, Jordan Park

Liesbet Peeters
Founder & Managing Partner, Volta Capital

Liesbet Peeters

Founder & Managing Partner, Volta Capital

Liesel Pritzker Simmons
Co-Founder & Principal, Blue Haven Initiative

Liesel Pritzker Simmons

Co-Founder & Principal, Blue Haven Initiative

Ron Cordes
Co-Founder, Cordes Foundation

Ron Cordes

Co-Founder, Cordes Foundation

Wayne Silby
Co-Founder, Calvert Investments & Founding Chairman, Calvert Social Funds

Wayne Silby

Co-Founder, Calvert Investments & Founding Chairman, Calvert Social Funds

INVESTMENT COMMITTEE

Dan Skaff
Co-Founder and Managing Partner, Radicle Impact

Dan Skaff

Co-Founder and Manager Partner, Radicle Impact

Daryn Dodson
Managing Director, Illumen Capital

Daryn Dodson

Managing Director, Illumen Capital

Kate Starr
Co-Founder and Chief Investment Officer, Flat World Partners

Kate Starr

Co-Founder and Chief Investment Officer, Flat World Partners

Liesbet Peeters
Founder & Managing Partner, Volta Capital

Liesbet Peeters

Founder & Managing Partner, Volta Capital

Liesel Pritzker Simmons
Co-Founder & Principal, Blue Haven Initiative

Liesel Pritzker Simmons

Co-Founder & Principal, Blue Haven Initiative

Wayne Silby
Co-Founder, Calvert Investments & Founding Chairman, Calvert Social Funds

Wayne Silby

Co-Founder, Calvert Investments & Founding Chairman, Calvert Social Funds

IA 50 REVIEW COMMITTEE

Read bio

Seeking an impactful career?

We’re always looking for talented, dedicated and just plain nice individuals to enhance our team. Share a resume. Share in our mission.

JOIN US

Our Commitment to Diversity, Equity and Inclusion

We celebrate differences and actively work to increase diversity, equity and inclusion across every aspect of our work. From embracing unique perspectives, to ensuring that our investment practices increase access to financing for historically marginalized communities—we are rooted in the belief that respecting and supporting people from every background is critical to our mission.

81%

identify as women,
BIPOC or LGBTQ+

20%

first generation
graduates

26%

live with
a disability

veterans

Languages we speak:

Spanish
English
Indonesian
Korean
Ukrainian
Turkish
German
Chinese

Connecting people, planet and action.

Our experience—by the numbers.

Established 2010. Reestablished daily.

Meet Our Team.

Agustin Mosquera

Alice Lowenstein

Amy J. Bennett

Amy Kaminski

Angie Zine

Brittany Engelhardt

Carlos Peña

Carlos Polanco

Chanda Keefe

Christian Peele

Connor Taylor

Dana Cotter

David Riley

Deb Parsons

Dylan Decker

Eric Meissner

Evan Coller

Helena Hong

Houda Ferradji

Ivy Wafford Duke

Jaime Ramirez

John Quinn IV

Judith Sonja Bartkowski

Kate Leopold

Kavita Vijayan

Kelsey Dwyer

Lia Henry