Who We Are

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

Stephanie Wei, CFA

Managing Director, Business Development and Client Engagement

Stephanie Wei, CFA is Managing Director of Business Development and Client Engagement. Prior to joining ImpactAssets, she served as Managing Director of Investment Solutions at Wells Fargo Securities, LLC where she worked with high net worth investors and their advisors to create customized investments and risk management solutions. Stephanie earned a master’s degree from the Fletcher School of Law and Diplomacy at Tufts University and her bachelor’s degree from UC Berkeley with high honors.  Prior to Wells Fargo, she worked at the Federal Reserve Bank of New York and served as an intern for the US Department of State at the Embassy in Beijing, China. She also currently serves as a Trustee for the Crowden Music School in Berkeley. She is a Chartered Financial Analyst and holds the FSA Credential from the Sustainability Accounting Standards Board.

Favorite UN SDGs:
#5 Gender Equality
#16:  Peace, justice and strong institutions