ImpactAssets is a nonprofit financial services firm that enables philanthropists and individual investors to engage in impact investing.

Finance

Non Profit

ImpactAssets

ImpactAssets' headquarters in Bethesda, MD, United States

Margret Trilli

Dana Cotter

Wafford Duke

Deb Parsons

Nick Peters

Surin Ramkissoon

Alice Lowenstein

Tim Freundlich

Lauren Booker Allen

Kim Wright-Violich

Karl Kleissner

Gerhard Pries

Dan Skaff

Wayne Silby

The Investment Services Team at ImpactAssets facilitates impact-driven investment opportunities for clients by managing investment operations, providing strategic advice, and ensuring smooth execution of transactions to align financial goals with social and environmental outcomes.

Investment Services Team

The Leadership Team at ImpactAssets is responsible for setting the strategic direction of the organization, ensuring alignment with its mission of promoting impact investing. They oversee critical functions including investment strategy, business development, client engagement, and operational efficiency, facilitating collaboration among departments to maximize social and financial returns for clients and stakeholders.

Leadership Team

The Investments Team at ImpactAssets is responsible for developing and executing investment strategies that align with the firm's mission of facilitating impact investing. They research and identify opportunities, manage portfolios, and ensure that investments generate both financial returns and positive social or environmental impact.

Investments Team

This department oversees the governance and strategic direction through the board of directors.

Board Operations

The Client Services team at ImpactAssets is dedicated to supporting philanthropists and individual investors in their impact investing journeys. The team ensures exceptional client experiences through comprehensive support, personalized engagement, and efficient handling of all client inquiries and transactions.

Client Services

The Operations team at ImpactAssets ensures seamless execution of financial transactions, manages client accounts, and maintains regulatory compliance. They streamline processes, support fund management, and handle day-to-day operational tasks to facilitate impactful investments and philanthropy initiatives.

ImpactAssets

Org chart

Board & advisors

Teams

Investment Services Team

Leadership Team

Investments Team

Board Operations

Client Services

Operations

Offices

ImpactAssets

Org chart

Board & advisors

Teams

Investment Services Team

Leadership Team

Investments Team

Board Operations

Client Services

Operations

Offices

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