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.
Matthew Weatherley-White
Chief Investment Officer
Greg Tanner
Chief Operating Officer
Jennifer Kenning
CEO and Co-founder
Jack Meyercord
President
Winter Wall
Chief of Staff
Ali Motroni
Client Experience Director
Jolyne Caruso-FitzGerald
Chair, Board of Directors
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 -
Kristin Viola
Director of Finance -
Annemarie Happee
Associate Director, Operations -
Alex Cote
Portfolio Strategist -
Courtney Joyner - Gage
Senior Advisor -
Zach Strom
Investment Strategist -
Kai Bidell
Portfolio Strategist -
Hunter Wallace
Executive Partner -
Evelina Durlind
Associate Advisor -
Rocio Redondo Alamillos
Private Funds Associate -
Joey Ward
Associate, Operations -
Bryn Pellowe
Associate Advisor