Margret Trilli

Margret Trilli has a diverse work experience spanning various organizations and roles.

Margret served as the CEO and Chief Investment Officer at ImpactAssets from April 2020 and previously held the position of President and Chief Investment Officer from October 2018 to April 2020.

In addition to their role at ImpactAssets, Margret also served as a Board Member of the Investment Committee at the Natural Resources Defense Council (NRDC) starting in November 2021. Margret joined the LP Advisory Board of Kiva, Refugee Fund in March 2021 and became a Board Member at WaterEquity in September 2021.

Prior to their current roles, Margret was involved in the investment sector as a member of the Investment Committee at the Kauffman Foundation's Catalytic Capital Fund starting in October 2018. Margret also founded and served as the Managing Partner of Intentional Capital, a boutique venture firm focused on sourcing and evaluating private placements for family offices in various industries.

Before their venture in the investment sector, Margret worked at Charles Schwab as Officer/VP/MD, Strategy and Acquisitions from April 2007 to February 2012. In this role, they led the strategy and planning for Schwab's Advisor Services division and oversaw acquisitions. Margret also held leadership roles at Barclays Global Investors, where they served as Principal, Global Head of Market Data and Research Analytics from May 2002 to May 2005, and Principal, Global Product Head from June 1999 to May 2002.

Margret's work experience showcases their expertise in investment management, strategic planning, acquisitions, and leadership in various industries.

Margret Trilli obtained their Bachelor's degree in Economics from the University of California, Santa Barbara. Following that, they attended the Stanford University Graduate School of Business until 2006. The details of their degree and field of study during their time at Stanford are not provided.