Doing Well by Doing Good: A UBS Breakaway on Building a $2.9B Mission-Driven Enterprise

Ben Valore-Caplan, founder of Syntrinsic, sat down with Louis Diamond and Diamond Consultants – Financial Advisor Recruiters and Consultants to talk about the journey behind Syntrinsic—from leaving the wirehouse world to building a $2.9B RIA focused on mission-driven institutions.

Ben shares how impact and ESG investing have evolved, how to grow without losing sight of purpose, and why joining IMA Financial Group felt like the right next step.