Who We Are

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


ImpactAssets: Empowering Access to Impact Investing

In 2010, ImpactAssets was spun out of Calvert Impact Capital in recognition of the growing need to increase flows of capital to the world’s greatest challenges.

The ImpactAssets Donor Advised Fund was created "of, by and for impact investors" to provide a flexible solution for the innovative and creative impact investing that philanthropists were seeking.

To this end, our north star has always been to provide unparalleled access to investment into top entrepreneurs and fund managers best positioned to tackle these challenges.

Since its inception, ImpactAssets has become the leading facilitator of direct impact investing within donor advised funds. Our portfolio represents more than 660 impact investment positions and $1.5 billion in assets. And we connect donors to a rotating offering of private impact funds, as well as a broader asset platform, all fully aligned to the UN Sustainable Development Goal framework.

We are also dedicated to field building through the ImpactAssets 50 database of private debt and equity fund managers, The ImpactAssets Handbook for Impact Investors and the ImpactAssets Issue Brief library.

Our success is testament to our highly engaged 1,500+ clients, strategic partners, board and staff. Impact is personal and we will continue to build out the ImpactAssets platform, expanding and collaborating to bring our community experience to life. We're proud of our progress, and recognize that we are at the tip of the iceberg in a dynamic and shifting world.

Please join us!

ImpactAssets is an independent 501(c)3 organization.


  • Agustin Mosquera

    Associate, Custom Investments

  • Alex Neckles

    Regional Director, Distribution

  • Amy J. Bennett

    Chief Marketing Officer

  • Angie Zine

    Investment Services Officer

  • Brianna Smith

    Associate, Operations

  • Charlotte Weiner

    Partnerships and Strategic Initiatives, Stop the Spread

  • Dana Cotter

    Chief of Staff, Head of Strategic Planning

  • Deb Parsons

    Managing Director, Business Development & Client Engagement

  • Emma Smith

    Partnerships and Strategic Initiatives, Stop the Spread

  • Eric Meissner

    Director, Custom Investments & Business Analytics

  • Erin O’Brien

    Senior Associate, Investments

  • Evan Coller

    Senior Manager, Marketing

  • Frank Seo

    Associate, Client Service

  • Gabe DiClerico

    Chief Financial Officer

  • Jed Emerson

    Senior Fellow

  • Jennifer Davis

    Communications Intern, Stop the Spread

  • John Quinn

    Investment Operations Associate

  • Judith Bartkowski

    Officer, Operations

  • Kate Leopold

    Senior Associate, Client Service

  • Kelsey Dwyer

    Senior Associate, Custom Investments

  • Kevin Iraheta

    Senior Associate, Custom Investments

  • Kimberly Chen

    Program Manager, Stop the Spread

  • Kristopher Morrison

    Engagement Officer

  • La Mar Hall

    Associate, Business Development

  • Linda Benson

    Senior Strategic Marketing Manager

  • Malik Kadir

    Senior Associate, Client Service

  • Margret Trilli

    Chief Executive Officer & Chief Investment Officer

  • Molly Chidester

    Chief Operating Officer, Stop the Spread

  • Nick Peters

    Director, Investments

  • Paul-Miki Akpablie

    Partnerships and Strategic Initiatives, Stop the Spread

  • Rebecca Gelb

    Director, Operations

  • Rebecca Hull

    Implementation Officer

  • Sally Boulter

    Senior Engagement Officer

  • Sandra Osborne Kartt, CFA

    Managing Director, Investments

  • Sara Templeton

    Associate, Business Development

  • Sharon Knight

    Executive Director, Stop the Spread

  • Sherry Tong

    Associate, Operations

  • Siobhan King

    Portfolio Manager

  • Stephanie Denzer

    Strategic Marketing Communications

  • Timothy Freundlich

    Founder and Executive Director, Strategic Development

  • Traci Young

    Executive Assistant

  • Tracy Sherman

    Senior Marketing Content Manager

  • Yun Callahan




  • Gerhard Pries


  • Karl “Charly” Kleissner, Ph.D.


  • Kim Wright-Violich


  • Lauren Booker Allen


  • Liesbet Peeters


  • Liesel Pritzker Simmons


  • Ron Cordes


  • Wayne Silby