T100: Insights from Impact Advisors & Consultants 2017

Intermediaries Accelerating Impact

In the T100 Launch Report, Toniic found that investors who are working with advisors or consultants are moving faster into impact than investors without advisors. Additionally, Toniic has seen demand from investors who want to learn more about the available impact intermediaries in the market. To meet this demand, Toniic launched the Impact Advisor Survey in 2016 with impact intermediaries that have been recommended by Toniic 100% Impact Network members who are currently supported by these intermediaries to move towards achieving 100% impact in their portfolios.

Please find below the list of 37 advisors and consultants that participated in the Toniic Impact Advisor Survey in 2016. The full report with details about the practice of these intermediaries was released in June 2017.

Download a PDF file of the following table.

Company NameAdvisor Name(s)TitleLocation
1919 Investment CounselAlison BevilacquaPrincipalCincinnati, OH USA
Abacus Wealth PartnersBrent KesselCEOSanta Monica and San Francisco Bay Area, CA USA
Align Impact, LLCJennifer KenningCEO & Co-founderDenver, CO, Santa Monica and San Francisco Bay Area, CA, and NY, USA
Ascent Private Capital ManagementJonathan FiresteinManaging Director, Private Capital and Impact InvestingSan Francisco, CA USA
Athena Capital AdvisorsWilliam McCalpinManaging PartnerLincoln, MA USA
Ballentine Partners, LLCWilliam TickleDirector of Impact InvestingBoston, MA USA
Beyond Family OfficeOrit VakninPartnerTel Aviv, Israel
Bienville CapitalJack MeyercordHead of Impact Investments, Portfolio ManagerBoston, MA USA
Blended Value GroupJed EmersonFounderSan Francisco, CA USA
Bridges VenturesClara BarbyPartner and Head of Impact+London, UK
Brownson, Rehmus & FoxworthAdam DurfeeLead AdvisorSan Francisco, CA
Cambridge AssociatesJessica MatthewsManaging DirectorSan Francisco, CA USA
Challenger 88Wolfgang HafenmayerPartnerZurich, Switzerland
Colorado Capital Management, Inc.Steven EllisPresidentDenver, CO USA
First Affirmative Financial NetworkLaura IsanukBusiness Development ManagerDenver, CO USA
Future-Fit FoundationMartin RichCo-founderLondon, UK
Grieg InvestorGudleik NjåPartnerOslo, Norway
HIP (Human Impact + Profit) Investor IncR. Paul HermanCEOSan Francisco, CA USA
I-DEV InternationalPatricia Chin-SweeneySenior PartnerSan Francisco, CA USA
IVM Caring CapitalHans VolberdaPartnerAmsterdam, Netherlands
Merrill LynchHarrison FischerFinancial AdvisorNew York, NY USA
Merrill LynchMary Foust
Alena Meeker
Senior Vice President
First Vice President
San Francisco, CA USA
MissionPoint PartnersAdam ReinManaging DirectorBoston, MA USA
Morgan StanleyDan RosensteinFinancial AdvisorNew York, NY USA
San Francisco, CA USA
onValues Ltd.Ivo KnoepfelFounder and Managing DirectorZurich, Switzerland
Open Capital AdvisorsAnnie RobertsPartnerNairobi, Kenya
Principium Investments, LLCMichael Tracy, CFPPrincipal & Chief Investment OfficerBoulder, CO USA
Roots of ImpactBjoern StruewerFounder & CEOFrankfurt, Germany
Snowball LLPPaul BlythInvestment DirectorLondon, UK
SNW Asset ManagementGlen YeltonHead of Impact InvestingJohnson City, TN USA
Sonen CapitalRaúl PomaresFounderSan Francisco, CA USA
UBS Financial ServicesKathy LeonardSenior Vice President and Senior Portfolio ManagerDenver, CO USA
Unitus CapitalNeha MudaliarDirectorBangalore, India
Veris Wealth PartnersCasey VerbeckDirectorBoulder, CO USA
Wire GroupTera TerpstraManaging PartnerUtrecht, Netherlands

Plus 2 anonymous participants

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