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Westfuller Sustainability Actions

Founded mission-aligned firm

Since its founding in 2011, Westfuller has built lasting relationships with its clients built on an authentic desire to collaborate, support and serve. Ian Fuller is a co-founder and partner of Westfuller, an investment advisory and wealth management firm that provides advice, strategy, and investment management for values-aligned global institutions and private clients seeking impact.

Enhanced ESG integration

Heng Yang’s work includes enhancing ESG integration across client portfolios by strengthening and deepening ESG analytics and tools that support investment decisions. He is also responsible for client performance reporting and ongoing portfolio monitoring.

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Managed mission-aligned solutions

Ellen Chiu is responsible for portfolio research and implementation of mission-aligned investment solutions in high net worth and institutional portfolios.

Sourced ESG and impact investments

Kreg Kerr is a member of the investment committee which is responsible for portfolio strategy and implementation of mission-aligned investment solutions in high net worth and institutional portfolios. This role includes sourcing and conducting due diligence on investments across asset classes for ESG and Impact portfolios, including asset managers and private investments.

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Coordinated racial justice coalition

The coalition is coordinated by Westfuller, a registered investment advisor, Majority Action, a nonprofit shareholder advocacy organization, and the Service Employees International Union (SEIU). Investors and pension fund leaders affiliated with funds that represent over $1.2 trillion dollars in assets under management joined together to call on BlackRock, Vanguard, Fidelity, and State Street to align their proxy voting on matters related to racial equity and justice with long-term financial interests for a sustainable and inclusive economy.

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Launched Bivium Westfuller

Mona Williams is Chief Operating Officer of Bivium Westfuller (BWF), a mission-aligned OCIO joint venture between Bivium Capital Partners and Westfuller Advisors, launched in 2020. As COO, she is responsible for institutionalizing the joint venture with an emphasis on operational excellence and execution, process development and implementation.

What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Westfuller

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United States