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ImpactAssets

3 followers

‌

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

Industries

Finance, Non Profit

Headquarters

Bethesda, United States

Employees

11-50

Links

Org chart

Margret Trilli
CEO & Chief Investment Officer

Margret Trilli

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Alice Lowenstein
Chief Operating Officer
Wafford Duke
General Counsel
Tim Freundlich
Founder & Executive Director, Strategic Development
Dana Cotter
Managing Director, Impact
Deb Parsons
Managing Director, Business Development & Client Engagement
Surin Ramkissoon
Managing Director of Finance
Patti McKenzie
Director, Finance & Controller
Eric Meissner
Senior Director, Investment Services
Kavita Vijayan
Senior Director, Head of Marketing
Chanda Keefe
Director, Technology
Evan Coller
Senior Digital Marketing Manager
Tracy Sherman
Senior Marketing Content Manager
Taumra Lawrence
Executive Assistant
Karen Sunderam
Investment Strategist, ImpactAssets Capital Partners
Nick Peters
MD, Investments, ImpactAssets Capital Partners
Carlos Peña
Director, Investments
Ashley Cohen
Principal, Investments, Impactassets Capital Partners
Mark Berryman
Impact Assets 50 - Investment Review Committee
Luca A. Zerbini
Impact Assets 50 Fund (ia50)
Ivy Duke
General Counsel

Teams

+7

Investment Services Team

10 members

+2

Leadership Team

5 members

+2

Investments Team

5 members

+2

Client Services

5 members

+1

Operations

4 members

Marketing & Communications Team

3 members

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