Eric Stephenson named to InvestmentNews’ 2021 40 Under 40 List
Los Angeles, CA —June 7, 2021— Align Impact, LLC, a financial advisory firm focused exclusively on the impact marketplace (“Align”), announced today that InvestmentNews has recognized Eric Stephenson as a 2021 40 Under 40 Honoree. Eric was chosen from a pool of nearly 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to earn a spot on the final list of 40 talented individuals. Eric has been with Align Impact since 2018 and is Director of Client Advisory & Operations and a member of its investment committee, advancing the firm’s work helping investors and their advisors form and implement effective impact investing and philanthropic strategies.
“I am honored to be named to InvestmentNews’ 40 under 40 list,” said Eric Stephenson. “My journey to the wealth management space and to impact investing has been an incredibly humbling and rich learning experience. I am excited to get to marry my background in finance with a career that enables me to help others do something purposeful and of value. I am so inspired by Align’s deeply passionate clients, my brilliant coworkers and the power of what we can do together to move capital to the places it’s needed most and make real systems change around the world.”
“I am so pleased and proud that Eric has been recognized by InvestmentNews for his many accomplishments as a changemaker dedicated to advancing the field of impact investing and wealth management to make the world work better for all of its 7.8 billion people,” said Jenn Kenning, Co-Founder and CEO of Align. “Eric has an unwavering commitment to society working for everyone, he is an extraordinaire at serving clients and meeting them where they’re at, a thought leader in the impact investing field and an ever-evolving student of the wealth management arena. Impact investing is a personal journey for all of us and it takes a special person like Eric to be able to help clients see, express and ultimately realize their dreams for what their capital can do for their lives and for the greater good. On behalf of the entire team at Align, I want to congratulate Eric on this wonderful distinction. It is richly deserved.”
For five years prior to joining Align Impact, Eric was the Portfolio Director at the Cordes Foundation, tasked with assessing, proposing and implementing a strategic plan towards 100% mission alignment across asset classes, and overseeing the Foundation’s philanthropic initiatives. He was previously part of the fund investments team at Hamilton Lane and started his finance career with the global leasing group at Xerox.
Eric serves as co-chair of the Cordes Foundation, a member of the advisory board for Duke University's CASE i3 Initiative on Impact Investing, and is a due diligence mentor at Harvard University's Initiative for Responsible Investment. He earned his BBA from Temple University, MA from University of the Pacific and is an active CAIA charterholder and alumnus of the SEO Career Program.
InvestmentNews’ 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry. By rewarding these honorees, InvestmentNews hopes to reveal the promising future for the industry.
“The 2021 class of 40 Under 40 honorees stood out in a remarkable year,” said George B. Moriarty, Chief Content Officer of InvestmentNews. “This diverse group represents the great things the financial advice industry will accomplish in the future.”
Eric Stephenson, along with the others making the 8th annual 40 under 40 list, is highlighted in the June 7, 2021 issue of InvestmentNews and online at investmentnews.com. To learn more about Eric, the other 2021 winners, awards and the luncheon please visit www.40under40inadvice.com.
As an independent fiduciary, Align Impact works alongside financial advisors, institutions, foundations and directly advises individual clients and their family offices, all in the service of integrating impact investments into the broader wealth management strategy. Align specializes in building customized impact portfolios designed to deliver the same risk adjusted returns as best-in-class, globally diversified asset management strategies while enabling capital to flow to companies and funds working to address the world's greatest challenges. For more information, please visit us at www.alignimpact.com.
Media Contact:
Cindy Stoller
Confluence Partners
917-331-0418
cstoller@confluencepartners.com
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