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

Nick Peters

Surin Ramkissoon

Wafford Duke

Alice Lowenstein

Tim Freundlich

Dana Cotter

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

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

This department manages employee relations, benefits, and organizational development.

Human Resources

This department manages and oversees the processes and functions involved in investment operations and services.

Investment Operations

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.

ImpactAssets

Org chart

Board & advisors

Teams

Investment Services Team

Board Operations

Client Services

Human Resources

Investment Operations

Investments Team

Offices

ImpactAssets

Org chart

Board & advisors

Teams

Investment Services Team

Board Operations

Client Services

Human Resources

Investment Operations

Investments Team

Offices

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