The ImpactAssets team brings several decades of experience in impact investing, innovative financial services, philanthropy and wealth management.
Tim is a long-time innovator in new financial instruments in the social enterprise sector, which he now applies as the head of ImpactAssets, the $1 billion boutique donor advised fund and investment note offerer for impact investments. While previously at Calvert Foundation for 12 years, he conceived of and launched the donor advised fund. He was also instrumental in building the $250mm Community Investment Note with more than $1 billion invested into 300-plus nonprofits and for profits globally.
He co-founded and serves as Managing Partner for Good Capital that, in addition to its flagship Social Enterprise Expansion Fund LP, founded the 2,500-person annual Social Capital Markets (SOCAP) conferences in San Francisco and four Impact Hubs in the US; co-working, meeting and community space serving approximately 2,000 social innovators.
Tim is a sought-out industry speaker and regularly featured and quoted in media such as ThinkAdvisor and WealthManagement and has appeared on TheStreet and Forbes. He received a BA from Wesleyan University and an MBA from the University of San Francisco. Tim and his wife, Julie, live in San Francisco with their sons, Milo and Gus.