ImpactWise, LLC was created with the sole purpose of helping the institutional investment community find and implement innovative investment strategies and solutions that can generate social and environmental impact accompanied with a financial return. Many of the investment professionals that advise these institutional assets have not fully embraced the use of impact investing, due to their lack of knowledge, time and financial resources. Acting as an independent consultant, we at ImpactWise, LLC are focused on bridging these gaps.

Sustainable Research and Analysis LLC (SRA) serves as an independent source for sustainable investment management company research, analysis opinions and sustainable fund disclosure assessments. Our research activities, which rely on a defined classification framework, extend across mutual funds, ETFs, other investment vehicles as well as securities. We cover the broad arc of sustainable investing strategies ranging from values-based investing, negative screening or exclusions, thematic investing, impact investing and ESG integration. SRA aims to meet the needs of: Institutional and retail-oriented investment managers, research analysts and product development specialists, Asset owners, such as endowments, foundations and pension funds, including defined contribution (401(k) plans, 401(b) and 457 plans and 529 College Savings Plans, Financial intermediaries, such as planners and distributors, wealth management and various other financial platforms, robo-advisors and family offices. Our sustainable investing oriented research focuses on the basics as well as topical subjects, industry trends and developments, investment products, both new and existing, sustainable investing frameworks, index construction, performance results, investment strategies, portfolio construction, analysis of sustainable investing cash flows, alerts, opinions and more.

Shift Capital is a real estate development and community impact investment group dedicated to revitalizing urban neighborhoods by creating shifts in environmental, social and economic viability. It is through diverse capital sources – private, public and social – that significant shifts can be made, shifts that make a difference – one neighborhood at a time.

Investment company with a focus on real estate and the capital markets • Development of investment strategies for private portfolio• Oversight of underlying capital market and real estate investments and strategies

Top-ranked independent financial advisory services and institutional asset management firm in the nation• Responsible for expansion of investment consulting business throughout the country• Developed and implemented strategy to cross sell consulting services to PFM’s 31 offices• Oversaw development of new products and services• Shepherded client automation project• Frequent speaker at industry events• Instrumental in asset growth from $3.0 billion to approximately $8.5 billion

Regional independent investment consultant to institutional fund boards• Created niche market in Pennsylvania public pension fund marketplace• Expanded institutional client base to healthcare, Taft Hartley, endowments and foundations• Developed client and compliance reporting packages• Established emerging manager fund of funds program• Oversaw assets under management growth from $0 to approximately $3 billion• Organized sale of company to The PFM Group

Regional pension and asset allocation advisor to small and mid-size corporate pension plans• Established defined contribution pension plans for regional corporations• Advised area business owners on asset allocation issues• Frequent speaker at pension and asset allocation conferences

One of the world’s largest financial services institutions• Created and implemented individual financial plans for clients in Philadelphia region and Europe• Developed a significant military, embassy and foreign business owner clientele• Achieved numerous company and industry awards