ALIGN IMPACT, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 176516). Regulatory assets under management: $715.4M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos.
Showing 25 of 35 people.
| Name | Role | Location |
|---|---|---|
| Jeffrey Miller | OWNER | San Mateo, CA |
| Rebekah Saul Butler | ELECTED MANAGER | Park City, UT |
| Elizabeth Rafael | MANAGER; OWNER | Santa Monica, CA |
| Chintan Panchal | MANAGER | Santa Monica, CA |
| Bruce Burton Daniel | PRESIDENT | Auburn, AL |
| Ronald Davis | TRUSTEE | Warrenville, IL |
| Miller W Jeffrey | MANAGER; OWNER | Fort Worth, TX |
| Karen Miller | OWNER | Austin, TX |
| Jennifer Dee Kenning | CO-FOUNDER; MANAGING MEMBER | — |
| Gregory Robert Tanner | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| John Duffield Meyercord | PRESIDENT | — |
| Jolyne Kristen Caruso-Fitzgerald | MANAGER; TRUSTEE | — |
| Fran Seegull | MANAGER | — |
| Thomas John Knowles | ELECTED MANAGER | — |
| Alexandra Shabtai | TRUSTEE | — |
| Kristin Marie Viola | CHIEF FINANCIAL OFFICER | — |
| Matthew Richard Weatherley-White | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| Courtney Lavin Joyner | HEAD OF CLIENT SERVICES & PHILANTHROPY | — |
| CORDES RONALD DENNIS | DIRECTOR | — |
| SHERMAN SPENCER DAVID | MANAGING MEMBER; PRESIDENT | — |
| KESSEL BRENTON W | MANAGING MEMBER; PRESIDENT; SHAREHOLDER OF ABACUS WEALTH MANAGEMENT, INC | — |
| KELLEHER SEAN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| LU LAN FANG NMN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| KENNING JENNIFER DEE | MANAGING MEMBER | — |
| KESSEL BRENTON WARWICK | MANAGING MEMBER; SHAREHOLDER OF ABACUS WEALTH MANAGEMENT, INC | — |