We are more than advisors. We are your allies in creating meaningful change.
To that end, we have gathered a collection of unconventional people with diverse backgrounds - in finance, international development, impact investing, philanthropy, entrepreneurship, and nonprofit leadership.
Our range of experiences and depth of passion equips us to consider your returns from all angles. As well as your influence.
Jack Meyercord
President
Winter Wall
Chief People Officer
Matthew Weatherley-White
CEO and Chief Investment Officer
Kristin Viola
Chief Financial Officer
Courtney Joyner-Gage
Head of Client Service and Philanthropy
Greg Tanner
Chief Operating Officer
Jolyne Caruso-FitzGerald
Chair, Board of Directors
Jennifer Kenning
Co-founder
Ali Motroni
Client Experience Director
Our Values
Our values are our foundation. They guide our collective approach to creating positive, sustainable change, and reflect our commitment to creating lasting impact together.
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Yihana von Ritter
Director of Investments -

Alex Cote
Associate Director of Public Markets -

Annemarie Happee
Director of Operations -

Kai Bidell
Portfolio Strategist -

Zach Strom
Associate Director / Investment Strategist -

Joey Ward
Operations Associate -

Hunter Wallace
Executive Partner -

Evelina Durlind
Associate Advisor -

Bryn Pellowe
Associate Advisor -

Andrea Rennie
Operations Associate -

Catherine Stanton
Operations Associate -

Rodrigo Zozaya
Investment Associate -

Efrata Kirose
Client Service Associate -

Robert Cain
Client Service Associate