Ron Cordes has enjoyed a 30+ year career in the investment industry. He was a co-founder and CEO of AssetMark, a leading U.S. managed account platform with $30+ billion of AUM, co-authored “The Art of Investing” published by McGraw Hill, and was an Ernst & Young Entrepreneur of the Year. Since co-founding the Cordes Foundation in 2006 with his wife, Marty, Ron has focused on impact investing and social entrepreneurship and currently serves on the boards of MicroVest, ImpactAssets, Fair Trade USA and the Social Impact Lab at Lynn University. His work in this area has been profiled in an array of publications including the New York Times, Barron’s, FastCompany, Forbes and FORTUNE.
Marty Cordes is Co-Founder of the Cordes Foundation, which she created with her husband, Ron, in 2006. She directs the Foundation’s philanthropic and gender-lens investing work advancing economic opportunities for women. In addition, Marty serves on the board of Nest, an organization building a new handworker economy that connects global craftspeople, brands, and consumers in a circular value chain. Previously, Marty enjoyed a career in the banking industry and served in several volunteer leadership capacities with social service organizations in the San Francisco Bay Area. Her former board roles include Freedom from Hunger, Grameen PrimaCare and Ripple Effect Images.
Steph Stephenson is Co-Chair of the Cordes Foundation, working to advance the Foundation’s ethical fashion and sustainable supply chain initiatives. Prior to joining the Foundation, Steph held positions at Conde Nast and luxury fashion brands Alberta Ferretti and Maiyet. Passionate about the intersection of fashion and philanthropy, she serves on the board of directors for Indego Africa, a non-profit dedicated to lifting artisan women and their families out of poverty, and advisory boards of Soko, a Kenyan-based ethical jewelry brand, and Remake, an advocacy group committed to building the conscious consumer movement. As an active member of Nexus, Steph co-chairs the Nexus Ethical Fashion Lab and serves on the Nexus Impact Investing Steering Committee. She is a Milken Institute Young Leader, StartingBloc Fellow and Hive Global Leader.
Eric Stephenson is Director of Client Services at Align Impact and member of its investment committee, advancing the firm’s work helping investors and their advisors form and execute effective impact investing and philanthropic strategies. For five years prior to joining Align Impact, Eric was the Portfolio Director at the Cordes Foundation, tasked with assessing, proposing and implementing a strategic plan towards 100% mission alignment across asset classes, and overseeing the Foundation’s philanthropic initiatives. He was previously part of the fund investments team at Hamilton Lane and started his finance career with the global leasing group at Xerox. Eric serves as co-chair of the Cordes Foundation, member of the advisory board for Duke University’s CASE i3 Initiative on Impact Investing, is a due diligence mentor at Harvard University’s Initiative for Responsible Investment, and is a frequent speaker at universities and industry conferences on the topics of impact investing and social enterprise. Eric earned his BBA from Temple University, MA from University of the Pacific and is an active CAIA charterholder and alumnus of the SEO Career Program.
Akanksha Kochhar is an Associate at the Cordes Foundation. Passionate about impact, gender lens and women’s empowerment, she joined the team to support the impact investment due-diligence process. Akanksha was previously with Women’s World Banking supporting development efforts, Petros Connecticut Fund conducting due-diligence activities for the investment committee, and S&P Global’s Market Intelligence team in India where she served as a Private Equity Research Associate. Akanksha is involved with The Resolution Project as a Resolution Guide for a team of fellows from Venezuela and is also a member of the Impact Investing Working Group at NEXUS Global. She earned her MBA in finance and degree in Economics with honors from New Delhi, India. Akanksha passed the first two levels of the CFA program and is currently pursing Level III.
Tim is an innovator of financial instruments for impact investing. He spent 12 years at the Calvert Foundation where he helped build the $250 million Calvert Community Investment Note and launched the prototype of the Giving Fund, a $300+ million donor advised fund that was spun out as ImpactAssets in 2011, which he co-founded and where he currently serves as President. Tim also co-founded Social Capital Markets (SOCAP), the Impact HUB in San Francisco, Berkeley, New York and Washington DC, and Good Capital, the General Partner for the Social Enterprise Expansion Fund LP. Tim earned a B.A. in Film from Wesleyan University and an Executive M.B.A. from the University of San Francisco. He lives in San Francisco with his wife, Julie, and sons, Milo and Gus.
Prior to her current portfolio of board and advisor roles, Beth served as an executive in multiple investment and financial services companies. Past positions include Chief Growth Officer for ImpactAssets, Chief Marketing Officer for NestWise and Executive Vice President for LPL Financial. Beth spent nearly 17 years with Charles Schwab, where she held several executive positions in marketing, business line management and product development. She serves as Board Treasurer for the Gnu Foundation and is an angel investor in eEcosphere. Beth earned a B.A. in Economics from Middlebury College and an M.B.A. from the Wharton School at the University of Pennsylvania. She lives in San Francisco where she enjoys hiking and other outdoor activities.
Gabe currently serves as Director of Operations at ImpactAssets. He was previously Senior Auditor at Deloitte & Touche, serving investment management clients, and also worked at St. Joseph’s Carpenter Society, a housing and community development organization in Camden, NJ, where he helped develop financial literacy education for low- and middle-income future homeowners and assisted with accounting and finance functions. Gabe earned a B.S. in Economics from the Wharton School at the University of Pennsylvania with a triple concentration in management, accounting and operations, and information management. He is a Certified Public Accountant (CPA), licensed to practice in Pennsylvania, and is a member of the American Institute of Certified Public Accountants (AICPA) and Pennsylvania Institute of Certified Public Accountants (PICPA). Gabe lives in Washington DC with his wife and in his spare time is a volunteer coach for a grade school boys basketball team.
Jerry is the Founding Director for the Social Impact Lab at Lynn University in Boca Raton, FL. Previously, he was the Founding Director for the Center for Social Impact Learning at the Middlebury Institute of International Studies and Founding Director of the Global Center for Social Entrepreneurship at University of the Pacific. Before his work in higher education, Jerry served as CEO of the Katalysis Partnership, a microfinance organization providing training, technical assistance and credit to microfinance institutions in Central America. Prior to Katalysis, Jerry was the regional field director for International Voluntary Services, based on the island of Antigua, where he directed a socioeconomic development program on ten newly independent island-nations in the Eastern Caribbean. His work in grassroots economic development started in Appalachia (West Virginia coal mining region) where he worked for 10 years to develop and direct the first Rural Economic Development Corporation in the U.S. to finance community-based business enterprises in a chronically depressed region of the U.S.