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ImpactAssets custom investments surge to more than $200m in 2020

Four ways that private funders can ensure vaccines reach hard-hit communities

(9/29) The Race to Net Zero: A Climate Pioneer’s Roadmap

The ImpactAssets 50 2022 Impact Fund Manager Showcase

Andrew Lee

Global Head of Sustainable and Impact Investing, UBS Global Wealth Management, Chief Investment Office

Carlos Peña

Director, Investments, ImpactAssets Capital Partners

Christian Peele

Chief of Staff, Head of Strategic Planning

Carlos Polanco

Associate, ImpactAssets Capital Partners

Cynthia Muller

Director of Mission Investment, W.K. Kellogg Foundation

Dan Skaff

Co-Founder and Manager Partner, Radicle Impact

Andrew Lee

Global Head of Sustainable and Impact Investing, UBS Global Wealth Management, Chief Investment Office

Cynthia Muller

Director of Mission Investment, W.K. Kellogg Foundation

Jed Emerson

Chair, IA 50 Review Committee, Global Lead of Impact Investing, Tiedemann Advisors

Jennifer Kenning

Senior Advisor, IA 50 Review Committee CEO and Co-Founder, Align Impact

Justina Lai

Chief Impact Officer and Shareholder, Wetherby Asset Management

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

Karl “Charly” Kleissner, Ph.D.

Co-Founder, Toniic, Founder, KL Felicitas Foundation

Lauren Booker Allen

Partner & Head of Impact Advisory, Jordan Park

Liesel Pritzker Simmons

Co-Founder & Principal, Blue Haven Initiative

Malaika Maphalala

CPWA® Private Wealth Advisor Natural Investments, LLC

Margret Trilli

Chief Executive Officer and Chief Investment Officer ImpactAssets

Mark Berryman

Managing Director of Impact Investing, The CAPROCK Group

Rehana Nathoo, Founder and CEO, Spectrum Impact

Ronald A. Homer

Chief Strategist, Impact Investing, RBC Global Asset Management (US) Inc.

Stephanie Cohn Rupp

Partner and Chief Executive Officer, Veris Wealth Partners

Events

(9/29) The Race to Net Zero: A Climate Pioneer’s Roadmap

2022 Impact Labs - Promotional Image_Website - No Copy

2022 Impact Investing Labs

About ImpactAssets' Impact Investing Labs

Your charitable dollars can have a greater impact on the world - through impact investing.

ImpactAssets makes it easy for you to grant and invest your charitable dollars in the impact areas you care about most.

Each month, the ImpactAssets Engagement Team will share insights from our 1700+ donor community who have used their charitable dollars to invest in hundreds of innovative, impact-driven organizations, funds and strategies.

You'll learn best practices on how to amplify your philanthropy, including how to:

Invest for impact through the ImpactAssets Donor Advised Fund
Access top tier private debt and equity impact funds
Build a personalized, diverse impact portfolio

Sign up for the date that works best for your schedule:
Oct. 26 at 10a PT/1p ET
View Lab Recording

Hosted by The ImpactAssets Engagement Team

Alex-Neckles
Alex Neckles
Regional Director, Distribution
Sara-Templeton
Sara Templeton
Officer, Business Development
Debra-Parsons
Deb Parsons
Managing Director, Business Development and Client Engagement
USC MSSE Portraits on October 13, 2021. (Brian Feinzimer)
La Mar Hall
Associate, Business Development
Sally Boulter Senior Engagement Officer ImpactAssets
Sally Boulter
Senior Engagement Officer
Kristopher-Morrison
Kristopher Morrison
Engagement Officer
Tim-Freundlich
Tim Freundlich
Founder and Executive Director, Strategic Development

Questions? Contact us at engagement@impactassets.org.

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

Passionate about bridging the divide between capital and impact.

Alex Neckles

Regional Director, Distribution

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

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

Carlos Peña

Director, Investments, 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, Head of Strategic Planning

First generation graduate, foodie and beach preserver.

Carlos Polanco

Associate, ImpactAssets Capital Partners

Climate activist with a passion for scaling impact organizations.

Dana Cotter

Chief of Staff and Head 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

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

Agustin Mosquera

Associate, Investment Services

Passionate about bridging the divide between capital and impact.

Alex Neckles

Regional Director, Distribution

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

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

Carlos Peña

Director, Investments, 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, Head of Strategic Planning

First generation graduate, foodie and beach preserver.

Carlos Polanco

Associate, ImpactAssets Capital Partners

Climate activist with a passion for scaling impact organizations.

Dana Cotter

Chief of Staff and Head 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

Climate advocate, animal lover, vegan.

Erin O’Brien

Principal, Investments, ImpactAssets Capital Partners

Global citizen. Impact driven.

Evan Coller

Senior Marketing Manager

Passionate about increasing community investments and resources.

Frank Seo

Associate, Client Service

Father. Gardener.

Gabe DiClerico

Chief Financial Officer

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

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

Lifelong commitment to people, communities and planet.

Kristopher Morrison

Engagement Officer

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

La Mar Hall

Associate, Business Development

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

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

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

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

Passionate about making positive change.

Yun Callahan

Controller

Read bio

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

Agustin Mosquera

Associate, Investment Services

Passionate about bridging the divide between capital and impact.

Alex Neckles

Regional Director, Distribution

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

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

Carlos Peña

Director, Investments, ImpactAssets Capital Partners

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

Chanda Keefe

Director, Technology

First generation graduate, foodie and beach preserver.

Carlos Polanco

Associate, ImpactAssets Capital Partners

Climate activist with a passion for scaling impact organizations.

Dana Cotter

Chief of Staff and Head 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

Climate advocate, animal lover, vegan.

Erin O’Brien

Principal, Investments, ImpactAssets Capital Partners

Global citizen. Impact driven.

Evan Coller

Senior Marketing Manager

Passionate about increasing community investments and resources.

Frank Seo

Associate, Client Service

Father. Gardener.

Gabe DiClerico

Chief Financial Officer

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

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

Lifelong commitment to people, communities and planet.

Kristopher Morrison

Engagement Officer

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

La Mar Hall

Associate, Business Development

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

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

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

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

Passionate about making positive change.

Yun Callahan

Controller

Events

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