Who We Are

The ImpactAssets team brings several decades of experience in impact investing, innovative financial services, philanthropy and wealth management.

Margret Trilli

Chief Executive Officer & Chief Investment Officer


As Chief Executive Officer & Chief Investment Officer, Margret is responsible for executive leadership, strategic growth and planning for all areas of ImpactAssets, including investment strategy and management. Prior to ImpactAssets, Margret's 25-year career includes executive leadership, investment and operating roles for companies including Barclays Global Investors/Blackrock and Charles Schwab.
 
Outside of ImpactAssets, Margret is a recognized voice on impact investing and philanthropy.  Her leadership has been invaluable to family offices, wealth managers, foundations and corporations.  She currently serves on the boards and investment committees of three family offices.   
 
Margret graduated from The Stanford Graduate School of Business and holds a degree in Economics from University of California Santa Barbara. Margret lives in San Francisco, CA with her husband and children. 
 
Margret has been featured in media outlets worldwide including Forbes, Barron’s, Chronicle of Philanthropy, Money & Meaning and Real Leaders.