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Investors

288 Investments

INDIVIDUALS

  • Anonymous (70)
  • Siena Aguayo & Andy Bartholomew
  • Ralph Alpert
  • Felipe Arratia
  • AZD Trust
  • Robert Bacon
  • Holly Badgley & Peter Stern
  • Peter Barnes
  • Benjamin Bear & Nancy Noah-Bear
  • Laurie Bernstein
  • Richard Billington & Dorrit Billman
  • Elizabeth Boardman
  • Elizabeth Boatwright
  • Micah Botkin-Levy
  • Peter Brastow
  • Elisa Breton & Matthew Nathanson
  • Tree Bresson
  • William & Victoria Bruckner
  • Erin Callahan
  • Carol Cavanaugh
  • Elsa Y. Chan & Ken Tsunoda
  • Barbara Christwitz
  • Joanie Ciardelli
  • Mary Ann Cobb
  • Helen Cohen & Mark Lipman
  • Jeff Cunan & Micaela Rubalcava
  • Morgan Curtis
  • Linda Dallin & Paul Sussman
  • Jennifer Dalton & Miles Gordon
  • Steve Daniels
  • S.W. Dittenhofer III
  • Sarah Donoghue
  • Marta Drury
  • James R. Eitel
  • Elain Louise Enns & Charles E. Myers
  • Julie Esterly
  • Caroline L. Everts
  • Michael S. Falk
  • Jessica and Mike Farrell
  • Helen Fitzmaurice & Benjamin Keller
  • Mary C. Ford & Robert F. Lewis
  • Page Nelson Foster & Masa Uehara
  • David Friedman
  • Sue Gannon
  • Jack Gedney
  • Lenore Goldman
  • Anne Gomez
  • Sean Greene & Daniel Hlad
  • William & Melanie Grossman
  • Mike Hannigan
  • Marilyn Harder
  • Alice Henry
  • Mark & Deanna Herrera
  • Paul Hidy
  • Adam Hirsch
  • Adrienne Hirt & Jeffrey Rodman
  • Adam Hochschild
  • Dan Hodapp & Peggy da Silva
  • Lisa Honig
  • Glenda Hope
  • Timothy Huang
  • Martha Hyde
  • The Indigo Revocable Trust
  • David Jaber
  • Robert Johnston
  • Lona Jupiter
  • Betty Kissilove
  • Kesa Kivel
  • Paul Kivel & Mary Luckey
  • Carolyn & Kevin Knudtson
  • Joseph Kresse
  • Susan Kubiak
  • Susan & Charles Lakatos
  • Jennifer Lambdin & Mark Schack
  • Jonathan Leaning
  • Stephen L. Leeds
  • Elinor Levine
  • Richard Lewis
  • David Lingren & Ilana Schatz
  • Oliver H. P. Lloyd
  • Dave McClary
  • Adair McClatchy
  • Laura & Alexander Merchant
  • Pamela Merchant
  • Paulette Jean Meyer
  • Patricia Moore
  • Mark Morris & Karen Weil
  • Sally Morrow
  • Phyllis Murphey
  • J.D. Nasaw
  • Zoe Newman
  • Carolyn North Strauss
  • Henry Obermayer
  • Ocone Family Trust
  • Laura Oldanie
  • Jeffrey Ordower
  • Karen Orso
  • Wendy Oser
  • Clifford & Lisa Lee Peterson
  • Hanna Pitkin
  • The Price Family Trust
  • Elizabeth Rankow
  • Shari Rifas
  • Elisabeth Hardman Rix
  • Robert Roat & Anna Marie Schmidt
  • Joan & Bill Robbins
  • Adam C. Roberts
  • Maria Rodriguez
  • Mary A. Rogier
  • Kirby Sack
  • Peter S. Samis
  • Sherri Schultz
  • Ellen B. Seh
  • Alison Sevak
  • Patricia Silver
  • Gerald & Linda Snodgrass
  • Dolores Taller
  • Frances Taylor
  • TDH Family Holdings LLLP
  • Bonnie & George Thomas
  • Kenneth P. Tsunoda
  • Marianna Tubman
  • Alfred Twu
  • Marc van Anda
  • Daniel Van Olst
  • Marco Vangelisti
  • Susan Vickers, RSM
  • David Volkmannv
  • David & Adrienne Weil
  • Nina Weil
  • Sandy Weil
  • Wolff Family Trust
  • Daniel Wu
  • Molly & Dennis Wuthrich
  • David Zebker
  • Miriam Zofith Zuk

IN MEMORIAM

  • Alvin H. Baum Jr
  • Baukje Gray-Sluis & Herman Gray
  • Hadley Dale Hall & L. Warde Laidman
  • Stephen Matchett
  • Richard Yurman

NONPROFIT

  • Anonymous (2)
  • East Bay Children’s Law Offices
  • Community Economics Inc.
  • Haight Ashbury Neighborhood Council
  • ImpactAssets
  • San Francisco Friends School
  • San Francisco SafeHouse
  • Sierra Harvest
  • The Women’s Building
  • YES Nature to Neighborhoods

FOUNDATIONS

  • Anonymous (5)
  • The California Endowment
  • Darrin & Shaula Massena Family Fund
  • Erich & Hannah Sachs Foundation
  • Friedman Family Foundation
  • People’s Life Fund
  • Rose Foundation for Communities and the Environment
  • San Francisco Foundation
  • S.H. Cowell Foundation
  • Silicon Valley Community Foundation
  • Stupski Foundation
  • Twin Pines Cooperative Foundation

CLIENTS OF FINANCIAL ADVISORS

  • Representing 70 individuals & 15 organizations
  • Chordata Capital
  • Communitas Financial Planning
  • Figure 8 Investment Strategies
  • Fresh Pond Capital
  • Hall Capital Partners
  • Harrington Investments, Inc.
  • Natural Investments LLC
  • The Sustainability Group, Part of Loring, Wolcott & Coolidge Trust
  • Rice, Heard, & Bigelow, Inc.
  • Trillium Asset Management
  • Veris Wealth Partners

RELIGIOUS & HEALTH ORGANIZATIONS

  • Adrian Dominican Sisters
  • CommonSpirit Health
  • Congregation of the Sisters of Charity of the
  • Incarnate Word
  • Marianists Province of the U.S.
  • Marist Fathers and Brothers
  • Mercy Partnership Fund
  • Providence St. Joseph Health
  • Religious Communities Impact Fund
  • Sinsinawa Dominicans
  • Sisters of St. Joseph of Orange
  • Sisters of the Holy Names of Jesus and Mary
  • St. Ignatius Church
  • St. John’s Presbyterian Church, Berkeley
  • Trinity Health Corporation

CORPORATIONS & INSTITUTIONS

  • Bank of America
  • Bank of the West
  • PNC Bank
  • CSAA Insurance Group
  • East West Bank
  • First Bank
  • First Republic Bank
  • Heritage Bank of Commerce
  • HSBC Bank USA
  • Mechanics Bank
  • Parnassus Core Equity Fund
  • Parnassus Endeavor Fund
  • Silicon Valley Bank
  • Northern Trust
  • US Bank
  • Union Bank
  • United Business Bank
  • Wells Fargo Bank, N.A.