ImpactAlpha, June 17: It feels like a hundred years ago that I first walked onto the vast trading floor of one of the world’s largest global investment banks. All I could think was, “Cool.” I was enthralled by the energy and intensity. There seemed to be important work being done and new insights being shared as salespeople, traders, and analysts moved the capital markets.
Cornerstone Capital Group has joined the Pathstone family.
Cornerstone’s leadership and expertise in sustainable and impact investing will enhance Pathstone’s existing efforts in this increasingly important approach to portfolio construction. Culturally, we are well aligned: We both were formed by veterans of large financial institutions who sought to bring innovative new ideas to market; we both hold a fiduciary duty to clients as our leading priority; we both place high value on employee diversity and well-being; and we both are deeply committed to integrating customized financial and impact objectives into every client’s portfolio.
Together we can continue our focus on being a firm celebrated for our core values and recognized as “Built for Clients, Powered by Innovation and Smart in a Way that Matters.”