Who We Are

The ImpactAssets team brings several decades of experience in impact investing, innovative financial services, philanthropy and wealth management.

Margret Trilli

Chief Executive Officer & Chief Investment Officer

Margret's 25-year career includes executive leadership, investment and operating roles for large and small companies including Barclays Global Investors/Blackrock and Charles Schwab. Her experience spans investment management, product management, strategy and planning, reengineering, turnarounds and business building. Margret’s investment expertise spans direct private equity and venture capital, international equities, currency hedging, commercial real estate, energy, natural resources, ESG/values-aligned strategies and impact investing.

She founded Intentional Capital, a boutique private equity firm serving custom direct investments to a select group of family offices, many of whom have fully developed impact investing strategies. Margret also serves on the boards and investment committees of three family offices.

Margret graduated from Stanford Graduate School of Business and holds a degree in Economics from University of California Santa Barbara. Margret lives in San Francisco, CA with her husband and children.

Margret was recently featured in Forbes on how ImpactAssets is tackling COVID-19 with a new ImpactAssets COVID Response Fund. View the interview here.