Sonen Capital Appoints Chief Growth Officer to Lead Business Expansion
Sonen Capital, a leading impact investment and advisory firm headquartered in San Francisco, CA, is pleased to announce the appointment of Simone Balch as its Chief Growth Officer. In her role, Simone will leverage her wealth of experience to spearhead strategic growth initiatives and drive Sonen's expansion to deliver bespoke impact investment solutions to the market.
With a proven track record of accelerating growth and achieving exceptional results, Simone brings more than 25 years of investment and private wealth management expertise to Sonen. She will play a key role in crafting and executing strategic initiatives designed to enhance the expansion of Sonen's global impact investment management and advisory services. Prior to joining Sonen Capital, she was the Regional Director of business development for private clients and family offices at Cambridge Associates. Simone has also played key roles in expanding markets and growing businesses at Matthews Asia, Diamond Dragon Advisors, Developing World Markets, and Goldman Sachs.
"We are thrilled to welcome Simone to the Sonen Capital team," said Bob Goldstein, Sonen's CEO. "Her extensive experience and strategic vision make her the ideal person to lead our growth initiatives as we continue to expand our business and drive positive change in the world of impact investing. We are confident that Simone will lead our expansion efforts to new heights."
In addition to overseeing the sales and marketing team, Simone will serve as a member of the Sonen Capital executive team and contribute to the overall direction and strategy of the firm. Simone arrives at a period of expansion and significant progress towards realizing Sonen's strategic vision to become the trusted partner of choice for asset owners seeking investment solutions to tackle the world's most urgent challenges.
About Sonen Capital
Sonen Capital is a leading impact investment manager and advisory firm registered with the SEC. Founded in 2011, Sonen provides innovative impact investment and advisory solutions to families, foundations, institutions, and other advisors. Sonen believes that investing to generate financial returns and lasting social and environmental impact are not only compatible, but also mutually reinforcing objectives.
A certified B Corp with a 149.6 B Impact Score, Sonen works with clients to develop and manage impact investment strategies and portfolios across all investment areas and asset classes.
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