SAN FRANCISCO--()--Sonen Capital, a leading investment advisory firm specializing in bespoke investment portfolios with social and environmental impact, today announced the election of Judy Belk and Holden Lee to its Board of Directors.

Judy Belk brings extensive executive experience in philanthropy and corporate management. As former President and CEO of The California Wellness Foundation, one of the largest philanthropic organizations in California, the foundation launched a mission-related investing strategy to leverage its $1 billion endowment for social impact. Previously, she has held senior leadership roles at Rockefeller Philanthropy Advisors and Levi Strauss & Co. She is a former board member of the Surdna Foundation and currently serves on The SCAN Foundation board of directors.

Holden Lee brings deep expertise in mission-driven investment strategies and investment management. He is a Social Impact Fellow at the Center for Social Sector Leadership at Berkeley Haas currently, and he has spent the past decade as Chief Investment Officer and Chief Financial Officer for organizations dedicated to mobilizing capital in industries with strong opportunities for investment and impact. His career includes guiding innovative investment initiatives at Cambridge Associates, TPG, and Tides.

“We’re honored to welcome Judy and Holden to our board. Both are visionary leaders and experts in philanthropy and impact investing, and their insights and contributions will be instrumental in driving Sonen Capital’s next phase of strategic growth,” said Stuart Davidson, chairman of Sonen Capital’s board. “Judy’s leadership in philanthropy and commitment to advancing social change, combined with Holden’s track record of investing capital to address the pressing challenges of our times, will be invaluable as we continue to scale and build on the firm’s strong momentum in 2024.”

The addition of Belk and Lee complement the firm’s talented team and reinforces their dedication to investment strategies that pursue uncompromising financial returns and drive meaningful social and environmental impact.

ABOUT SONEN CAPITAL

Sonen Capital is an independent impact investment OCIO and advisory firm that partners with families, foundations, endowments and institutional investors to create bespoke investment solutions that deliver competitive financial performance while driving meaningful and measurable social and environmental impact.

Headquartered in San Francisco, Sonen is majority employee-owned and a certified B Corp with a 149.6 B Impact Score. For more information, please visit www.sonencapital.com.