Phil Kirshman, CFA®, CFP®

Chief Investment Officer
Phil Kirshman, CFA®, CFP®

Phil Kirshman, CFA®, CFP®

Chief Investment Officer

Phil Kirshman joined Syntrinsic as the Chief Investment Officer in December 2020. In his role, Phil oversees investment strategy and manager due diligence for Syntrinsic’s Investment Committee.  In addition, Phil works with Syntrinsic clients, including community and private foundations, public charities, and other philanthropic entities and families, providing investment advice and strategic guidance to support their missions.

Prior to joining Syntrinsic, Phil served as the founding Chief Investment Officer for Cornerstone Capital Group, directing Cornerstone’s investment policy planning, strategic asset allocation optimization, investment implementation, and manager due diligence. He also brings in-depth experience in the fields of sustainable and impact investing. Before Cornerstone, Phil was a senior partner on a UBS Institutional Consulting team based in Boulder, Colorado.

Phil serves on the board and executive committee of Calvert Impact Capital (CIC), and chairs CIC’s Governance Committee. Phil recently served on the board and executive committee of US SIF: The Forum for Sustainable and Responsible Investment, and was treasurer of the US SIF Foundation. He also recently completed a term on the Advisory Council to the City of Denver Office of Sustainability, by appointment of the Mayor of Denver, and chaired its finance committee. He was featured in the Denver Business Journal’s “Who’s Who in Impact Investing,” and is the founder and creator of Impact Metropolis, an online impact investing community. 

Phil earned his bachelor’s degree in Philosophy and Legal Studies from the University of California, Santa Cruz, and is a Chartered Financial Analyst® and a Certified Financial Planner®. In his free time, he enjoys playing squash, attending live concerts, and exploring both traditional and immersive arts experiences.

“I am passionate about supporting people and mission-focused organizations to be thoughtful about how their capital is used to enhance their own sustainability as well as that of the larger world. There’s a great opportunity today for private and philanthropic capital to play a more positive role in the world than it often has in the past. It’s a pleasure to work with forward-thinking people who aspire to bring more creativity and innovation to addressing our systemic challenges.”

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