People Moves

Threshold Group Creates Impact Investing Role

Eliane Chavagnon Editor - Family Wealth Report November 24, 2015

Threshold Group Creates Impact Investing Role

Threshold Group has hired an impacting investing expert to fill a new role at the firm.

Threshold Group, the wealth management firm and family office, has brought in Stephanie Rupp as managing director of impact investing – a new role at the firm.

Rupp was previously chief executive at San Francisco, CA-based Toniic, a global network of impact investors. She has over 15 years of experience working in the field of global impact investing, impact fund design and implementation, microfinance, and crowdfunding. She also spent five years at Omidyar Network, and earlier held roles at Planet Finance, UBS Investment Bank in New York and London, and served as a consultant to the World Bank and UNESCO.

Threshold has offices in Seattle, WA, and Philadelphia, PA.

In August, the firm joined forces with Trucost to provide carbon audits of investment portfolios – particularly those of family foundations. The two firms are also working together to assess the carbon risk exposures of underlying assets in derivative investments.

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