Sophie Kelly

Sophie Kelly

I believe that capital, when invested strategically, can be one of the greatest forces for social and environmental change. My work is centered around the notion that impact investments can generate returns for investors while simultaneously addressing...
Nick Flores

Nick Flores

After I finished reading “The Green Collar Economy” by Van Jones, I knew I wanted to work in impact investing. I was enthralled with the idea that wealth could serve as a catalyst for creating social and environmental benefits alongside a financial return.  My...
Richard Rock

Richard Rock

Two things made me want to work in wealth management. First, the wealth management industry is full of conflicts. I knew there had to be a better way to bring high-quality advice to families without the conflicts that plague our industry. Second, I love serving...
Garrett Dinsmore

Garrett Dinsmore

In my previous role, I invested in private markets on behalf of pensions and endowments. I saw a growing demand for sophisticated access to alternative and private markets from individual investors and families who were traditionally excluded from this type of...
Mark Berryman

Mark Berryman

Impact has always been in my DNA. In fact, my first job after an accounting degree was serving as a 3-year Peace Corps Volunteer in Mali, West Africa. While grassroots development work will always be in heart, I know that philanthropy alone cannot solve environmental...

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