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ImpactAssets Strengthens Investment and Client Engagement With Three Strategic Promotions

Appointments reflect rapid growth as impact investments surge 60 percent and grants jump 76 percent in 2020.

SOURCE: ImpactAssets

DESCRIPTION:

BETHESDA, Md., September 22, 2021 /3BL Media/ - ImpactAssets, a leading $1.6 billion impact investing firm, announced three promotions across 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 firm’s leading-edge impact investment offerings for individuals, advisors, foundations, corporations and other partners. In the face of the COVID-19 pandemic, ImpactAssets and its clients made 220 investments in funds and companies that are having a transformative impact on people and planet, totaling $415 million in impact investments. Clients also doubled down on their commitment to solving the world’s greatest challenges, generously giving $181 million in grants, a 76 percent increase.

CEO and Chief Investment Officer Margret Trilli said, “I am thrilled to announce these well-deserved promotions. Sandy and Nick have each been vital in building a best-in-class lineup of impact investments, leading the team in completing 21 due diligences last year, and Deb has been instrumental in strengthening top tier service amidst explosive growth in new clients. With continued expansion in our impact investment and charitable activity, I am tremendously excited to see what they will accomplish next.”

Sandra Osborne Kartt, CFA

As Managing Director of Investments, Sandra manages the team responsible for sourcing, due diligence and selection for investment options spanning asset classes and impact themes. With expertise in social equity and microfinance, she oversees the ImpactAssets' Impact Notes Program. Prior to joining ImpactAssets, Sandra served as a Risk Officer at Developing World Markets, an impact investment asset manager focused on linking the capital markets and financial institutions serving the bottom of the pyramid in emerging and frontier economies. She also worked at Keefe Bruyette & Woods, a boutique investment bank, as a sell-side equity research analyst covering the U.S. banking industry. Sandra holds an MA in Economics from New York University, a BS in Economics from Louisiana State University, and is a Chartered Financial Analyst.

Nick Peters

Nick’s new duties as Director of Investments include overseeing the sourcing, due diligence and selection of investment options with expertise in Climate Solutions. Prior to ImpactAssets, Nick was on the investment teams at AiiM Partners and Factor[e] Ventures, where he led investments in early and growth stage investments delivering 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 global modeling platform. Nick holds an MBA from the Haas School of Business at UC Berkeley and graduated Phi Beta Kappa from UCLA with a BA in Economics and International Studies.

Deb Parsons

As Managing Director of Business Development, Deb leads all client engagement and business development at ImpactAssets. She has 15+ years working with investors, donors and large-scale initiatives to create positive social and environmental change. Deb has played key roles in consulting projects focused on bringing together disparate stakeholders for a common good with specific focus on gender and racial equity. She has worked in both the for-profit and nonprofit sectors across impact areas. Deb holds an MBA from Kenan Flagler Business School, UNC Chapel Hill, where she was a Carolina Venture Fellow.

About ImpactAssets

ImpactAssets is the leading impact investing partner for individuals, families and philanthropists tackling the world’s greatest 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 flows of money to impact investing with our 100% impact investment platform and field-building initiatives, including the IA 50 database of private debt and equity impact fund managers. 

The ImpactAssets Donor Advised Fund is an innovative vehicle that empowers donors to increase the impact of their giving by combining it with strategic, sustainable and responsible investing 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 advisors across 60 financial services firms.

ImpactAssets is headquartered in Bethesda, with offices in New York City and San Francisco. Learn more at https://www.impactassets.org/ImpactAssets

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KEYWORDS: impact investing, philanthropy, financial services, Donor Advised Fund, ImpactAssets

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