Capricorn Investment Group
Lisa Wilhelmy has a strong background in finance and compliance, with experience at companies like Capricorn Investment Group, Deutsche Bank, and Capital Group. Lisa holds a Bachelor of Business Administration in Finance from Loyola Marymount University and has worked in various roles such as Manager, Compliance & Business Operations, Portfolio Accounting Analyst, and Personal Banker.
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Capricorn Investment Group
One of the largest mission-aligned firms in the world, Capricorn Investment Group was born from a belief that sustainable investment practices can enhance risk-adjusted returns. Underlying this investment approach is a deep desire to demonstrate the huge investment potential that resides in breakthrough commercial solutions to the world’s most pressing problems. With offices in New York City and Palo Alto, the firm has grown to manage approximately $10 billion in multi-asset class portfolios for families, foundations and institutional investors.