Wealth Advisor Rebecca Orlowitz manages custom investment portfolios across asset classes and impact themes while integrating financial and impact goals. She works with clients to engage in shareholder activism as well as report on their portfolio’s impact. In addition to advising on investments, Rebecca creates financial plans and works closely with clients to understand their goals and needs. She believes sustainable business and investment leads to better companies, communities, and a better world.
Prior to joining Stakeholders Capital, Rebecca worked at Veris Wealth Partners as a Senior Wealth Management Associate on a team that advised high net worth and institutional impact investors. Rebecca also served on the firm’s sustainability committee which managed firm policies and BCorp Certification.
Rebecca is the founder of Give Inc, an impact business and investment consultancy. She has served on the Junior Board of UNICEF since 2010. Rebecca has a BS in Finance from Villanova University and holds the CIMA Certification.