CoverProfile

Cole Gleeson

Impact Investing Analyst

Sonoma Private Wealth

United States, California, San Francisco

About Me

Cole builds, analyzes, and evolves SPW/HIP Investor’s ESG Strategies and Portfolios with the Chief Investment Officer. Cole led the strategy construction of HIP’s Science Based Targets for Climate Action, prioritizing greenhouse gas reductions (GHGs), launch in August 2019. In his spare time you will find Cole doing anything and everything involving sports, from basketball to golf. He graduated from Cal-Poly San Luis Obispo with a degree in Finance.

Profile Information

Impact Investing Analyst

Sonoma Private Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

Mar 22, 2025

More profiles to browse

Profile Photo
Richard Mordesovich
Chief Executive Officer, Founder

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation