Our People

Syntrinsic’s people have a distinctive blend of investment experience, technical expertise, and heart for service. We value intellectual rigor, hard work and creative problem-solving skills. We collaborate intensely with each other and with our clients; thus, we must be as good at listening as we are at articulating, and as candid in our questioning as we are in providing answers.

As our firm has grown, we have placed tremendous emphasis on identifying people who are willing and able to grow in their professional capacity, to become more valuable to our firm and thus to our clients by developing their knowledge base, honing their skills, and taking on increased responsibilities as appropriate. Like most of our clients, we are committed to personal and communal growth.

If you are interested in seeking employment with Syntrinsic, please visit our Career Opportunities page.

 

CONSULTING

Ben Valore-Caplan, CEO

Ben Valore-Caplan, Chief Executive Officer

Ben Valore-Caplan is founder and CEO of Syntrinsic Investment Counsel, guiding the firm’s vision, mission, and strategy while supporting several client relationships. MORE

Akasha Absher, Chief Consulting Officer

Akasha Absher serves as Syntrinsic’s Chief Consulting Officer, charged with overseeing the firm’s efforts to create enduring strategic partnerships with our clients to craft best in class stewardship platforms that will allow them to have a meaningful impact in the community. MORE

Helen Lee, Consultant

Helen Lee, Consultant

Helen Lee serves as a Consultant, bringing years of experience managing investment portfolios and relationships. Helen came to Syntrinsic after serving almost two decades in various roles with financial technology, investment management, and pension/retirement plans. MORE

Jennifer Magarelli, Consultant

Jennifer Magarelli, Consultant

Jennifer Magarelli serves as a Consultant, drawing upon a deep understanding of client’s unique needs to deliver a high level of service. Jennifer came to Syntrinsic after spending time with financial technology, municipal bond portfolio management, and wealth management. MORE

Anna Todorova, Associate Consultant

Anna Todorova, Associate Consultant

Anna serves as an Associate Consultant at Syntrinsic, providing a high level of direct support for clients in the maintenance of accounts, movement of monies, and the development of policies, allocation studies, and performance reports. MORE

Ryan Stibich, Associate Consultant

Ryan Stibich, Associate Consultant

As an Associate Consultant, Ryan interfaces with clients to meet their operational needs, model and implement portfolio changes, and helps coordinate Syntrinsic’s performance reporting efforts. MORE

 

RESEARCH AND ANALYTICS

Michael Duffy, CFA®, Chief Investment Officer

Michael Duffy, CFA®, Chief Investment Officer

Mike serves as Syntrinsic’s Chief Investment Officer. He oversees manager due diligence and capital markets research and leads the firm’s investment committee. MORE

Alex Haun, CFA®, CAIA®, Senior Analyst

Alex Haun, CFA®, CAIA®, Senior Analyst

As Senior Analyst, Alex contributes to the firm’s research on the economy and capital markets while conducting money manager due diligence. He serves on the firm’s internal investment committee, serving as a key component of that committee’s decision-making process. MORE

 

ADMINISTRATION

Alexander Gordon, Chief Operating Officer

Alexander Gordon, Chief Operating Officer

Alex Gordon co-founded Syntrinsic and now serves as the firm’s Chief Operating Officer and Chief Compliance Officer. MORE

Lisa Inhulsen, Administrative Manager

Lisa Inhulsen, Administrative Manager

Lisa has been serving as Administrative Manager with Syntrinsic since its inception in 2008. MORE