Independent wealth
management team,
at your service.
We are not beholden to a big bank, insurance company, or a broker dealer and we don’t have to hit sales quotas. Independence enables us to be nimble and responsive to your needs.
Putting your interests first.
Beyond our duty to fiduciary standards, service is embedded in our culture. Our focus at Impact Investors is on delivering value for our clients.
Advisor owned and operated.
Our team is literally invested alongside our clients, and the opportunity for employees to own equity helps us attract and retain top talent to work on your behalf.
Focused on the future.
From our investment strategies to our ownership structure, we’re built to help you thrive for generations to come.
Team Advantage
We serve each client together as an integrated team, offering over eight decades of combined wealth management experience, along with a robust professional network of specialists and product providers.
Our clients gain an edge with our...
- Pooled Knowledge
- Diversified Thinking
- Expanded Networks
- Shared Commitment
- Specialized Skills
- Synergy
Pooled Knowledge
Diversified Thinking
Expanded Networks
Expertise
Specialized Skills
Synergy
As a team, we provide investors...
- Higher Quality
- Customization
- Thorough Solutions
- Service Continuity
- Multigenerational Capacity
- Scalability
Higher Quality
Customization
Thorough Solutions
Service Continuity
Multigenerational Capacity
Scalability
Why Impact Investors?
Sustainable Investing
Independent Advice
Online Convenience
Team Service
Seasoned Insights
Featured in the Media
Meet Your team
Click on a team member’s photo to view their bio and more.
Shane Yonston
CFP®, MFP
Principal Advisor
Shane Yonston
Principal Advisor
Experience & Industry Leadership
As the firm’s founder, Shane Chairs the Investment Committee and serves as Chief Compliance Officer, in addition to advising a select group of clients and orchestrating our concierge, team-based wealth management service delivery.
For over two decades, Shane has been an RIA Owner-Operator specializing in managing clients’ investments as a fiduciary with a focus on the social and environmental impact of their portfolio.
Shane established Impact Investors in 2014 to provide team-based wealth management and a tailored approach for investors and professional advisors to make meaningful impact alongside financial returns. Previously Shane was the Managing Partner of an RIA with legacy ties to Jack Brill, pioneer and author of Investing from the Heart, where he honed skillsets in financial planning and socially responsible investing for almost a decade.
In addition to managing RIA firms, Shane has extensive experience in both public and private investment markets as a professional advisor and entrepreneur. In 2007 Shane founded RealExchange LLC, an investment advisory firm that provided access and due diligence services on syndicated replacement properties for real estate owners looking to divest assets while deferring capital gains through a 1031 exchange. In 2018, Shane founded and continues to operate as the General Partner for a private high impact fund of funds to provide qualified clients with access to a custom-designed, diversified private investment portfolio as part of their overall wealth management strategy.
Shane has a Masters Degree in Personal Financial Planning and has helped hundreds of people make big financial decisions like when to retire or take Social Security, or how much to gift during life. Shane has spoken at numerous national conferences for responsible and sustainable investing and has been quoted in publications such as CNBC, Financial Week, InvestmentNews, and featured on ABC Channel 10 News.
In his personal life, Shane is a proud girl dad of two, a Certified Yoga Instructor, and lifelong competitive beach volleyball player. A little-known fact about Shane is that he played Division I College Volleyball at UCSB as their first Libero, where he was honored with two team-nominated awards: “Most Responsible” and “Most Consistent”.
Professional Affiliations and Recognitions
- Current Member, US SIF - since 2005
- Past Agenda Committee ESG for Impact Conference – 2017-2023
- Past Plenary Presenter at ESG for Impact Conference - 2021
- Past Panelist, FPA Dallas: How to Implement ESG - 2020
- Past Panelist, FPA NorCal: ESG Best Practices - 2019
- Past Panelist, FPA Marin on ESG Best Practices - 2019
- Past Graduate, US SIF Policy Leaders Program - 2018
- Past US SIF Course Instructor: Fundamentals of Sustainable & Impact Investing – 2017
- Past Advisory Board Member, Self-Help Credit Union San Diego - 2017
- Past Sierra Club Presenter, Sustainable Impact Investing Series - 2015
- Past Board Treasurer, San Diego Leadership Alliance - 2013
- Awarded San Diego Metropolitan Magazine's 40 Under 40 - 2009
- Board Member, Outdoor Education Foundation of San Diego - 2007
- Founding Member, Net Impact Professional, San Diego - 2007
Education, Designations and Registrations
- CFA Institute Certificate in ESG Investing
- Master of Science in Personal Financial Planning, College of Financial Planning
- CFP®: Certified Financial Planner™
- Current Uniform Investment Advisor Series 66
- Former Registered Representative Series 7
- Licensed Agent: Life, Health and Annuity - CA Insurance License No. 0E68665
- Long Term Care Insurance (LTC) Certificate
Jake Ifshin
Principal Family Office Advisor
Jake Ifshin
Principal Family Office Advisor
Experience & Industry Leadership
As Principal Family Office Advisor at Impact Investors, Jake leads the growth and delivery of the firm’s family office services and helps shape its alternative investment strategies. He helps families align their wealth with their values across generations, bringing a family office approach that weaves impact investing into the broader work of managing the responsibilities and opportunities families must navigate to thrive. Jake oversees the firm’s work to identify, evaluate, and structure private market opportunities that pair financial returns with meaningful
social and environmental impact.
Jake has also worked independently as a business strategy consultant with organizations focused on impact areas including building decarbonization, sustainable hospitality, construction technology, real estate, workforce technology, and regenerative agriculture.
Before working in financial services, Jake was a nonprofit director and small business owner. Building and operating his own organizations gave him a firsthand education in what it takes to build something durable, and it sparked a keen interest in regenerative business practices and sustainable investing that continues to shape his work today.
Jake has always enjoyed challenging himself intellectually and engaging with the ideas that shape our world. These qualities led him to the Great Books program at St. John’s College in Santa Fe, New Mexico, where he earned a B.A. in Liberal Arts and an M.A. in Eastern Classics.
Today, he co-teaches a financial literacy course for students at St. John’s College and mentors students pursuing careers in finance and entrepreneurship, returning to the community that shaped his own thinking.
Jake lives in Placitas, New Mexico, and is frequently in Monterey and Santa Cruz to work in person with clients and partners. Outside of his professional life, he is an avid mountain athlete who enjoys climbing, biking, hiking, and skiing, and he plays both the bass and the mandolin.
Professional Affiliations and Recognitions
- Recipient, St. John’s College Annual Volunteer Award – 2026
- Advisory Board Member, Regenerative California
- Advisory Board Member, WaterDrop Systems
- Co-Instructor, Financial Literacy Course, St. John’s College
Education, Designations and Registrations
- Uniform Investment Adviser Law Examination, Series 65
- Graduate, Next Economy MBA, LIFT Economy
- M.A., Eastern Classics, St. John’s College
- B.A., Liberal Arts, St. John’s College
Megan Morrice
MBA
Principal Portfolio Manager
Megan Morrice
Principal Portfolio Manager
Experience & Industry Leadership
Megan brings 20 years of experience in financial services to her role on Impact Investors’ Investment Committee, with a career spanning wealth management, sustainable finance, and advisor education. She has a gift for translating complex financial information into terms that resonate with stakeholders across the spectrum, from senior finance professionals to grantees and climate activists, and her work has always been driven by a focus on climate resilience and social justice.
Megan currently serves as Associate Director of the Sustainable and Impact Finance Initiative at UC Berkeley’s Haas School of Business, and is the co-founder of ValuesAdvisor, a nonprofit platform that matches values-aligned financial advisors with clients seeking to invest in line with their principles. Her prior roles include ESG Specialist and Business Consultant at EQIS Capital Management, Adjunct Professor at Presidio Graduate School, and business development leadership at HIP Investor, an ESG ratings firm. Megan began her career in traditional wealth management, where she built a top-ranked advisory practice before moving into sustainable finance full-time.
Megan holds an MBA in Sustainable Management from Presidio Graduate School and is a graduate of the University of Southern California. She holds FINRA Series 63 and 65 licenses and is a GRI- and CDP-certified professional.
Megan lives in Oakland, CA. Outside of her professional life, she is an avid traveler and cold brew fanatic. A fun fact about her is that she can juggle.
Professional Affiliations and Recognitions
- Co-Founder & Director of Operations, ValuesAdvisor
- Associate Director, Sustainable and Impact Finance Initiative, UC Berkeley Haas School of Business
- Former Adjunct Faculty, Presidio Graduate School
- GRI and CDP Certification, 2015
- FSA Credential Level II Candidate (SASB)
- 2016 Quarter Finalist, CodeLaunch Pitch Day for Best App; Presenter, Net Impact 2016
- Past Panelist, Women in Cleantech & Sustainability: Impact Investing – Delivering the Triple Bottom Line - 2017
- Past Panelist, Morgan Stanley: The Opportunity for Impact Investing 2017 – Has the Tide Turned Away from Sustainable Investing? - 2017
- Past Presenter, SRI Conference: Grab the Opportunity – Introduction to SRI for Advisors - 2019
- Past Presenter, SOCAP: Social Media – The New Shareholder Activism - 2017
- Past Presenter, SHEconomy Green Tech Sustainability Summit: Presented at Google to Executives on Sustainable Investing - 2023
- Past Presenter, ESG For Impact: Costs and Benefits of High Inflation Specific to the Stock Market, Climate and Equality - 2022
- Past Presenter, Women's Environmental Network: Voting With Your Dollar – Ways to Spend, Save & Invest for Sustainable Impact - 2018
- Past Session Presenter, Net Impact 2016: Beyond the Bottom Line – Careers in Impact Finance and Philanthropy - 2016
- Past Session Presenter, Net Impact 2016: NI16 Pitch Competition - 2016
- Past Presenter, Sustainable Brands: From TCFD, to Shareholder Activism, to Transparency Gaps – An Overview of the Current Investor Relations Landscape - 2019
- Contributing Author, Global Handbook of Impact Investing: Solving Global Problems via Smarter Capital Markets Toward a More Sustainable Society (Wiley, December 2020)
- Contributing Author, Activate Your Money: Invest to Grow Your Wealth and Build a Better World (Wiley, May 2021)
Education, Designations and Registrations
- MBA, Sustainable Management, Presidio Graduate School
- B.A., Psychology, Minors in Spanish and Law & Society, University of Southern California
- FINRA Series 65 License
- FINRA Series 63 License
- Former Registered Representative Series 6
Brian DeLoriea
CFA®
Portfolio Manager Associate
Brian DeLoriea
Portfolio Manager Associate
Professional Focus & Services
As a Portfolio Manager Associate, Brian is responsible for trading in client accounts to ensure that investments are positioned in line with client goals and account objectives. He monitors current investments and conducts due diligence and research on new potential investments for inclusion in Impact Investors’ portfolios. Brian works closely with the Client Advisors, Impact Investors’ Investment Committee, and members of the Client Services teams to provide a high-level wealth management service to our clients.
Brian has been working as an investment professional since 2003. Prior to joining Impact Investors, he was an Investment Officer with the State Universities Retirement System of Illinois from 2015 to 2025, assisting in the oversight and management of a $24 billion defined benefit portfolio and a $4.5 billion defined contribution program. Brian’s industry experience also includes five years managing trust accounts as a Portfolio Manager for Wells Fargo Wealth Management. He is currently pursuing the CFA Institute’s Certificate in ESG Investing.
Brian lives in Central Illinois with his wife, two sons, and their Great Dane, Lexie. In his free time, he enjoys attending his kids’ youth sports events, jogging, traveling to the occasional track and field meet as a fan, and experimenting with homemade pizza recipes.
Professional Affiliations and Recognitions
- Member of the CFA Institute and CFA Society of St. Louis
- Past Panelist, NAGDCA Annual Conference: Generational Divide in Public Retirement Plans –
Savings, Spending, and Retirement Income- 2023
Education, Designations and Registrations
- CFA Charterholder
- Former Registered Representative Series 7
- B.S., Economics and Finance, North Central College
Latif Horst
Cybersecurity & AI Officer
Latif Horst
Cybersecurity & AI Officer
Experience & Industry Leadership
Latif serves as Interim Technology and AI Officer for Impact Investors, helping the firm evaluate, design, and implement AI systems with appropriate controls for security, privacy, advisor oversight, client trust, and sustainability.
His work focuses on practical AI adoption: how firms move beyond experimentation and into governed, measurable workflows. He advises on Microsoft-native architecture, AI policy, data protection, secure knowledge systems, human-in-the-loop review, sustainable AI standards, and the operational changes required for AI to become useful without creating unnecessary risk.
Before this work, Latif spent more than two decades in enterprise technology, strategic business development, and emerging-market execution. At Cisco, he spent 13 years across public sector, Smart Cities, IoT, and global business development roles, helping shape large-scale technology initiatives across the UK, EMEA, and the Americas. He was recognized as a Cisco Sales Champion/President's Club recipient 11 times.
Latif later worked with several AI-first companies, including SmartRecruiters, Reejig, and Replicant, where he helped build enterprise motions around complex AI, workforce, and automation platforms. These roles gave him direct experience translating new technology into executive-level business cases, stakeholder alignment, deployment planning, and adoption strategy.
As a founder and operator, Latif has also built and scaled companies, including a consumer business that reached a $20M annual run rate and more than 100 employees. More recently, his work has moved deeply into AI systems implementation: building governed AI workflows, AI assistants, Microsoft-aligned architecture, and adoption models for organizations that need AI to operate safely inside real business environments.
Professional Affiliations and Recognitions
- Interim Technology and AI Officer, Impact Investors
- Founder, Joan
- Builder, Sidekick Genius / Sidekick product family
- Mentor & Advisor, Plug and Play Tech Center — AI-Native GTM
- Microsoft Founders Hub participant
- Cisco Sales Champion / President's Club, 11-time recipient
- Founder, Rebel HQ AI adoption community
Education, Training, and Professional Development
- AI governance, implementation, and Microsoft-native architecture through active system building
- Extensive Sales & Leadership Training, Cisco Systems
- Management Training, John Lewis Partnership
- Foundation Degree, Business & Management, Windsor & Maidenhead College UK
Kendra Wolfe
Client Service Officer
Kendra Wolfe
Client Service Officer
PROFESSIONAL FOCUS & SERVICES
As Director of Client Services, Kendra brings over 20 years of experience in financial management, operations, and high-touch client service. Her career spans leadership roles in both small businesses and high-growth ventures, including overseeing financial and HR functions for a seven-figure athlete training center and managing operations at a luxury design firm serving high-net-worth clients. These roles shaped her attentive, discreet, and service-oriented approach, earning her a reputation for anticipating client needs and consistently exceeding expectations.
Kendra is known for her proactive, detail-driven mindset and her ability to build trusted, long-term relationships. With a strong foundation in budgeting, payroll, compliance, and client communications, she brings a blend of business discipline, financial insight, and genuine client care to the socially responsible investment space.
Based in Aptos, CA, Kendra lives with her husband and two sons. Most weekends, you’ll find her cheering from the stands at youth baseball games. On quieter days, she enjoys sipping margaritas in the garden, arranging flowers and walking on the beach with her golden retriever, Augie.
Deeply committed to her community, Kendra volunteers with the Volunteer Center of Santa Cruz County, supporting disaster relief and homelessness initiatives. She is also the co-founder of The Santa Cruz Sports Foundation, a nonprofit that expands access to competitive sports for underserved youth reflecting her passion for equity, inclusion, and lasting impact.
PROFESSIONAL AFFILIATIONS AND RECOGNITIONS
- Current Member, USSIF: Forum for Sustainable & Responsible Investment
EDUCATION, DESIGNATIONS AND REGISTRATIONS
- BS, Agricultural Business; Concentration, Marketing – California Polytechnic State University
Ewa Broczek
Operations Manager
Ewa Broczek
Operations Manager
Professional Focus & Services
As the Operations Manager, Ewa oversees our firm’s daily operations, ensures the implementation of robust quality management systems, and drives continuous improvement initiatives. Her commitment to excellence in operational efficiency aligns perfectly with our mission to provide top-tier socially responsible investment solutions.
Ewa has over nine years of corporate leadership experience driving operational excellence, scaling high-performing teams, and leading strategic initiatives with measurable impact. With a strong foundation in project management, staffing operations, and workforce optimization, she has successfully managed multimillion-dollar programs and built global delivery models across fast-paced, high-growth environments.
Prior to joining Impact Investors, Ewa held senior roles in a staffing and consulting company, supporting some of the world’s leading tech brands. She has a proven track record of scaling operations from the ground up, improving efficiency through process redesign, and aligning cross-functional teams around data-driven KPIs. Whether navigating change management, or launching enterprise-wide initiatives, Ewa brings both strategic vision and hands-on execution to every challenge.
Outside of the professional realm, Ewa is also pursuing a fine painting career. Swapping dashboards for canvases allows her to maintain a healthy balance between structure and spontaneity. Whether leading operations or layering oil paints, she's driven by the same goal: turning vision into reality with purpose and precision.
Professional Affiliations and Recognitions
- Current Member, USSIF: Forum for Sustainable & Responsible Investment
Education, Designations and Registrations
- Postgraduate Studies, Faculty of Journalism, Political Studies & Media Communication, University of Warsaw, 2008 – 2009
- Master of Arts (MA) in Composition, Interpretation & Education, Akademia Muzyczna, 2003 - 2008
Olga Breyburg
Director Client Service Operations
Olga Breyburg
Director Client Service Operations
Experience & Industry Leadership
As Director of Client Service Operations, Olga leads Impact Investors’ operational infrastructure, custodial relationships, and client service delivery. She brings 15 years of investment operations experience across impact investing, wealth management, and private fund administration, with a track record of building scalable systems that keep client service accurate, consistent, and personal.
Olga joins Impact Investors from Candide Group, an impact investing firm, where she managed portfolio reporting, compliance, and fund operations for advisory clients and loan investments, and supported the firm’s deal pipeline from screening through diligence. She previously spent nearly a decade at Personal Capital as a Senior Investment Operations Specialist, where she managed account operations, cash movements, and billing across custodial partners, and began her career at Aspiriant supporting client reporting and trading operations.
Olga holds a Master’s degree in Finance from Golden Gate University and a Project Management certification from Harvard University. In her free time, she enjoys playing tennis and golf and values the opportunity to stay active, connect with friends, and embrace new challenges.
Professional Affiliations and Recognitions
- Portfolio Operations Manager, Candide Group
- Certification in Project Management, Harvard University, 2023
- Proficient across custodial and portfolio platforms including Charles Schwab, Pershing, Fidelity, and Addepar
Education, Designations and Registrations
- M.S., Finance, Golden Gate University
- Project Management Certification, Harvard University
Natalie Aiken
Brand Strategist
Natalie Aiken
Brand Strategist
BACKGROUND & INVOLVEMENT
Natalie serves as Brand Strategist for Impact Investors, where she supports business development, marketing strategy, and firm-building initiatives. She is currently pursuing a BA in Government with minors in Business Studies and French at Georgetown University.
Natalie has also interned with Charles Schwab’s Amplified Planning, where she supported client onboarding and gained hands-on experience with financial planning and its platforms. She also serves as a Strategy Consultant with the Georgetown Marketing Association, leading pro bono marketing engagements for D.C.-area businesses.
Outside of work, Natalie is a Division I varsity swimmer at Georgetown and co-founder of Swim Liberia, a nonprofit she started to teach children in Liberia to swim. In her free time, she enjoys traveling the world with her family.
INVOLVEMENT & RECOGNITIONS
- Co-Founder of Non-Profit Organization, Swim Liberia
- Division I Varsity Student-Athlete, Georgetown University Swimming & Diving
- National Champion, 2026 Luxembourg National Swimming Championships
- Medalist, 2025 Big East Swimming and Diving Championships
EDUCATION
- BA, Government, Minors in Business Studies and French, Georgetown University (expected 2028)
Strategic Partners
R. Paul Herman
CEO & Founder
HIP Investor
R. Paul Herman
CEO & Founder
Paul Herman is a globally recognized leader in investing for positive impact and profit. His firm, HIP Investor, tracks and licenses over 140,000 impact investment ratings of stocks, bonds, and funds and his 2010 text-book, The HIP Investor, is included in 28 university, MBA and MPA curricula worldwide on finance, capital markets and impact investing.
Paul is a graduate of the Wharton School of Finance at the University of Pennsylvania, and is also an adviser to the Sustainability Accounting Standards Board (SASB), Net Impact and Sustainable Brands.
Annie Sanders
Director Shareholder Advocacy
Green Century Capital Management
Annie Sanders
Director Shareholder Advocacy
Annie Sanders is Green Century’s Director of Shareholder Advocacy, leveraging the Funds’ and the firm’s clout as a shareholder to drive companies to adopt more environmentally sustainable policies and practices.
Prior to joining Green Century in 2022, she served as Executive Director of Green Corps, where she worked for 16 years advancing campaigns to protect our climate, expand clean energy, promote land conservation and protect wildlife.
She holds a BA in Environmental Studies from the University of Chicago.
Toussaint Bailey
Founder & CEO
Uplifting Capital
Maria Lettini
CEO
US SIF
Certified B Corporation
B Corp Certification means that we have met B Lab’s rigorous standards for social and environmental impact, we’ve made a legal commitment to stakeholder governance, and we’re demonstrating accountability and transparency by disclosing our record of performance in a public B Corp profile.
Industry Leaders
For over twenty years, the founding partners of our firm have empowered shareowners to
earn competitive returns while making a positive difference with their investments.
75 Years
of combined portfolio management experience integrating social and environmental criteria to drive shareholder value.
How Can Impact Investors Help Me?
If you are an individual, family, or mission-driven institution faced with the challenge of managing your wealth in a prudent way that aligns with your values, Impact Investors can help.
Individuals
&
Families
Group
Retirement
Plans
Foundations
&
Endowments
Our Process
Identify Objectives
Design Strategy
Implement Action Plan
Evaluate & Adjust
