your partner in purpose

Connecting people, planet and action.

ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people.

As a leading impact investing firm, we offer deep strategic expertise to help our clients define and execute on their impact goals.

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.

$B
Assets under
Management
+
Clients
Collective years of impact
investing experience

Established 2010. Reestablished daily.

Explore highlights from our history.

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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.

 

 

 

 
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  • Leadership
  • Client Engagement & Business Development
  • Client Service and Operations
  • Finance
  • Investments
  • Marketing
Avid Athlete. Argentinian. Motivated to reducing inequalities around the world.

Agustin Mosquera

Passionate about bridging the divide between capital and impact.

Alex Neckles

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

Alice Lowenstein

Passionate about storytelling that shares our humanity.

Amy J. Bennett

Climate lover, data enthusiast, lucky mom and wife.

Amy Kaminski

First generation college graduate passionate about health and wellness.

Angie Zine

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

Carlos Peña

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

Chanda Keefe

Climate activist with a passion for scaling impact organizations.

Dana Cotter

Passionate about effecting positive change by increasing access to capital.

David Riley

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

Deb Parsons

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

Dylan Decker

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

Eric Meissner

Climate advocate, animal lover, vegan.

Erin O’Brien

Global citizen. Impact driven.

Evan Coller

Passionate about increasing community investments and resources.

Frank Seo

Father. Gardener.

Gabe DiClerico

Passionate about accelerating the transition towards a circular economy.

Helena Hong

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

Houda Ferradji

Passionate about improving people's life experience.

Jaime Ramirez

Disability activist dedicated to spreading positivity. Proud Cat dad.

John Quinn IV

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

Judith Sonja Bartkowski

Animal activist. Companion to three rescue dogs.

Kate Leopold

Passionate about making a difference through impact investing.

Kelsey Dwyer

Lifelong commitment to people, communities and planet.

Kristopher Morrison

Passionate about moving capital to underserved communities and closing the racial wealth gap.

La Mar Hall

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

Lia Henry

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

Malik Kadir

Margret Trilli, Chief Executive Officer and Chief Investment Officer, ImpactAssets
Change agent. Futurist. Champion for people and planet. Blessed mom and wife.

Margret Trilli

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

Mia Diawara

Climate advocate. Data lover. General optimist.

Nick Peters

Quita Liu
Passionate about impact investing. Mother of two.

Quita Liu

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

Rebecca Gelb

Questioner. Math lover.

Rebecca Hull

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

Sally Boulter

Earth lover and meat eschewer.

Sandra Osborne Kartt, CFA

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

Sara Templeton

Impact and ESG investing enthusiast. Climate advocate.

Sherry Tong

Passionate about addressing climate and equity issues through impact investing.

Siobhan King

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

Sonja Ordonez

Susan Adams
Passionate about creating flexible and supportive workplaces. Eternal optimist.

Susan Flannery Adams

First generation college graduate passionate about human rights.

Taumra Lawrence

Impact investing field builder and social entrepreneur.

Tim Freundlich

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

Traci Young

Storyteller for impact. Nature lover. Techno-optimist.

Tracy Sherman

Passionate about making positive change.

Yun Callahan

Dan Skaff
Co-Founder and Managing Partner, Radicle Impact

Dan Skaff

Gerhard Pries
Founder & Executive Chair of Sarona Asset Management Inc

Gerhard Pries

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

Karl “Charly” Kleissner, Ph.D.

Kim Wright-Violich
Managing Partner, Tideline

Kim Wright-Violich

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

Lauren Booker Allen

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

Liesel Pritzker Simmons

Ron Cordes
Co-Founder, Cordes Foundation

Ron Cordes

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

Wayne Silby

Dan Skaff
Co-Founder and Managing Partner, Radicle Impact

Dan Skaff

Daryn Dodson
Managing Director, Illumen Capital

Daryn Dodson

Kate Starr
Chief Investment Officer, Flat World Partners

Kate Starr

Liesbet Peeters
Founder & Managing Partner, Volta Capital

Liesbet Peeters

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

Liesel Pritzker Simmons

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

Wayne Silby

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.

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

3%

veterans

Languages we speak:

  • Spanish
  • English
  • Indonesian
  • Korean
  • Ukrainian
  • Turkish
  • German
  • Chinese

Our Funders & Partners

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Google.org
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