ImpactAssets strengthens investment and customer engagement with three strategic promotions
The appointments reflect rapid growth as impact investing increases by 60% and grants by 76% in 2020.
Northampton, MA –News Direct– ImpactAssets
BETHESDA, MD, September 22, 2021 / 3BL Media / – ImpactAssets, a leading $ 1.6 billion impact investing firm, announced three promotions to its investment and business development teams :
Sandra Osborne Kartt, CFA has been promoted to Managing Director, Investments
Nick Peters has been promoted to Director, Investments
Deb Parsons has been promoted to Managing Director, Business Development
The promotions follow a rapid growth of the company’s cutting-edge impact investing offerings for individuals, advisors, foundations, businesses and other partners. In the face of the COVID-19 pandemic, ImpactAssets and its clients have made 220 investments in funds and businesses that have a transformative impact on people and the planet, for a total of $ 415 million in impact investments. Clients also doubled their commitment to solving the world’s biggest challenges, generously donating $ 181 million in grants, an increase of 76%.
Margret Trilli, CEO and Chief Investment Officer, said: “I am delighted to announce these well-deserved promotions. Sandy and Nick have each played a pivotal role in creating a range of top-notch impact investing, leading the team to complete 21 due diligence last year, and Deb was instrumental decisive in the strengthening of leading services in a context of explosive growth of new customers. With the continued expansion of our impact investing and charitable activities, I am extremely excited to see what they accomplish next. “
Sandra Osborne Kartt, CFA
As Managing Director of Investments, Sandra manages the team responsible for sourcing, due diligence and selection of investment options covering asset classes and impact themes. With expertise in social equity and microfinance, she oversees the Impact Notes program of ImpactAssets. Prior to joining ImpactAssets, Sandra held the position of Chief Risk Officer at Developing World Markets, an impact investing asset manager focused on connecting capital markets and financial institutions serving the bottom of the pyramid. in emerging and border economies. She also worked at Keefe Bruyette & Woods, a boutique investment bank, as a sell-side equity research analyst covering the US banking industry. Sandra holds an MA in Economics from New York University, a BA in Economics from Louisiana State University, and is a Chartered Financial Analyst.
Nick’s new roles as Chief Investment Officer include oversight of sourcing, due diligence and selection of investment options with expertise in climate solutions. Prior to ImpactAssets, Nick was part of the investment teams at AiiM Partners and Factor[e] Ventures, where he led investments in early stage and growth phase investments bringing positive environmental and social change. He also worked as a financial fellow at Project Drawdown, where he focused on financial and impact modeling of climate solutions, mobilizing climate-friendly capital and launching a new modeling platform. global. Nick holds an MBA from UC Berkeley’s Haas School of Business and graduated from UCLA’s Phi Beta Kappa with a BA in Economics and International Studies.
As General Manager of Business Development, Deb leads all customer engagement and business development at ImpactAssets. She has worked for over 15 years with investors, donors and large-scale initiatives to create positive social and environmental change. Deb has played a key role in consultancy projects aimed at bringing together disparate stakeholders for a common good with a particular focus on gender and race equity. She has worked in the for-profit and non-profit sectors in all areas of impact. Deb holds an MBA from Kenan Flagler Business School, UNC Chapel Hill, where she was a Carolina Venture Fellow.
ImpactAssets is the premier impact investing partner for individuals, families and philanthropists tackling the world’s biggest challenges by investing in the world’s brightest ideas. We make it easy for our clients to “discover, connect and invest” in game-changing entrepreneurs and funds. Founded in 2010, ImpactAssets increases money flows to impact investing with our 100% impact investing platform and on-the-ground development initiatives, including the IA 50 database of fund managers. impact of private debt and equities.
The ImpactAssets Donor Advised Fund is an innovative vehicle that allows donors to increase the impact of their donations by combining it with strategic, sustainable and responsible investments to build a sophisticated philanthropic endowment. The Fund currently has more than $ 1.6 billion in assets in 1,700 donor-advised funds, working with 350 wealth advisers in 60 financial services companies.
ImpactAssets is headquartered in Bethesda and offices in New York and San Francisco. Find out more on https://www.impactassets.org/ImpactAssets
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