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Since 1983, we have offered comprehensive investment strategies for sophisticated investors committed to social change. Today, our team of eight investment professionals consults on over $1 billion in assets and is one of the leading investment consulting groups in the country exclusively focused on social and environmental investing. Our diverse backgrounds in finance, philanthropy and advocacy help us provide a unique investment experience. We provide a team approach to each client that ensures our ability to provide personalized, customized advice throughout the investment experience.
Thomas Van Dyck
CIMA® Senior Vice President - Financial Consultant, Senior Consulting Group (415) 445-8304 thomas.vandyck@rbc.com Thomas has been a leader in the field of socially-responsible investing since starting at Dean Witter in 1983. In 1987, he founded Progressive Asset Management (PAM), a firm dedicated to socially responsible investing. At PAM, Van Dyck created the firm's shareholder advocacy program. Joining Piper Jaffray in 1997, he developed an investment management consulting team, now called the SRI Wealth Management Group, which moved to RBC Wealth Management in 2006. Van Dyck has authored numerous articles and studies on the economics of socially responsible investing. He has been actively involved in cleantech investing and was instrumental in developing Piper Jaffray's Cleantech Ventures private equity fund of funds strategy. Throughout his career, he has worked to encourage major pension funds like CalPERS and CalSTRS to consider issues such as divestment from South Africa and environmental investment strategies.
Catherine Chen
CIMA® Vice President - Financial Consultant, Senior Consulting Group (415) 445-8308 catherine.r.chen@rbc.com Catherine has significant corporate finance and institutional advisory experience and has been in the investment field since 1993. Before joining RBC Wealth Management, she was part of the SRI Wealth Management Group at Piper Jaffray where she advised foundation, non-profit organizations and high net worth individuals on socially responsible investments. Prior to Piper Jaffray, Catherine worked with J.P. Morgan as an investment banker covering the healthcare, natural resources and technology sectors. During her tenure at J.P. Morgan, Catherine advised clients on over $5 billion of M&A, project finance and equity and fixed income underwriting transactions. She was based in the New York, San Francisco, and Hong Kong offices, and has expertise in advising multi-national companies. Prior to that, she was an analyst in the International Banking Department of Chinatrust Commercial Bank in Taiwan, part of one of the largest conglomerates in Taiwan. She performed investment analysis for a variety of project finance transactions and assisted in the establishment of the firm's Hong Kong office.
Maryann Simpson
AWM First Vice President - Financial Consultant, Senior Consulting Group (415) 445-8303 maryann.simpson@rbc.com Since 1987, Maryann has advised clients and been a leader in the socially responsible investment community. She develops comprehensive social investment strategies for foundations, non-profit organizations and high net-worth individuals. Maryann brings over 35 years of social activism in the LGBT and women's communities to her investment approach. Many of her clients are individuals and organizations active in the social justice community. She is a member of the Unitarian Church and frequently volunteers her time to underserved communities. She serves on the advisory boards for Girl's Source, the Civil Marriage Collaborative and the Economic Development and Justice (EDJe) Circle. She is also a finance committee member for the Horizon's Foundation. She and her partner of 28 years are the proud mothers of their daughter. Maryann is Series 7 and 66 registered.
Joshua Levine
Vice President - Financial Consultant, Consulting Group (415) 445-8311 joshua.levine@rbc.com Joshua holds the professional designation of Accredited Investment FiduciaryTM (AIF®). Designees of the AIF® work with institutions to understand and articulate the legal and regulatory environment surrounding fiduciaries, develop and implement an effective investment management process applying the principles of Modern Portfolio Theory, document all due diligence, and above all, treat their clients with the utmost prudence and care.
Kristopher Morrison
Senior Investment Associate Kris provides administrative and operational support to the team. Before joining the group in 2004 Kris provided client and operations expertise at Charles Schwab and Washington Mutual. Prior to that, he worked in urban design, city and environmental planning in the Pacific Northwest and Arizona for eight years. Kris earned a BS degree in Urban Planning from the College of Architecture and Environmental Design at Arizona State University. He is Series 7 licensed.
Rebecca Sampson
Client Associate Rebecca conducts proprietary social research and qualitative screening services for the group. As the Social Investment Analyst, she is responsible for implementing customized screening strategies for each client.
Kelly Mackey
Client Associate Kelly provides operational and administrative support to the team and clients. She had been working with other teams in the San Francisco RBC Wealth Management office prior to joining our group. Previously, Kelly spent several years as a Media Planner in New York. She is originally from Boston and is a graduate of Pennsylvania State University. Outside of work, she is a recreational runner. She has completed several marathons, including the Nike San Francisco Marathon which she participated in with The Leukemia & Lymphoma Society's Team In Training. |
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