Eric Stephenson, CAIA, CFP®

Eric Stephenson, CAIA, CFP®

Eric Stephenson is the Head of Advisory at Align Impact, a New York-based impact investing firm. He has over a decade of experience in the financial industry, with expertise in impact investing, compliance, and operations.

Professional Experience

• Chief Operating Officer and Chief Compliance Officer, Align Impact (2019 - Present)
• Director, Advisory & Operations, Align Impact (2018 - 2023)
• Co-Chair and Director, Cordes Foundation (2015 - Present)
• Associate, Cordes Foundation (2014 - 2015)
• Associate, Sarona Asset Management (2015)
• Analyst, Hamilton Lane (2011 - 2012)
• Analyst, Xerox (2010 - 2011)
• Intern, Xerox (2008)

Education and Certifications

• BBA, Finance, Temple University (2005 - 2010)
• MA, Education, University of the Pacific (2013 - 2015)
• Chartered Alternative Investment Analyst (CAIA), CAIA Association (2017)
• Series 65, FINRA (2019)
• CERTIFIED FINANCIAL PLANNER™ (CFP®), CFP Board (2023)

Honors and Awards

• 40 Under 40, InvestmentNews (2021)

Eric Stephenson is a recognized leader in the impact investing space, having been named to InvestmentNews' 40 Under 40 list in 2021. He is fluent in Spanish and holds several professional certifications, including the CAIA and CFP® designations.1