“Everything we do has an impact. Every dollar spent has an impact. The question is how much control and intention you put behind it.”
Impact is inevitable, but intention is optional. Ali Marchand, our senior client relationship manager, explores how we help clients use their wealth as a tool for influence, legacy, and values-driven change. She frames investing as a spectrum—from liquid equities to private credit—where every dollar shapes social and environmental outcomes. At the heart of it is stewardship: making wealth intentional and preparing the next generation to carry forward a legacy that reflects more than accumulation.
ABOUT THE GUEST
From $10 billion hedge funds and digital asset firms to individual financial planners, Ali has worked with a broad spectrum of clients. She has played key roles in several startups and founded her own financial marketing business in 2019.
Ali delivers timely insights into the evolving world of sustainable investment strategies and helps structure investments—both at the individual position level and across broader portfolio universes.
Approachable and open, Ali believes no question is too small. She embraces a beginner’s mindset, confident that continuous curiosity leads to lifelong learning.
In addition to seamlessly balancing her career with the joys (and challenges) of motherhood, Ali puts bankers through the ‘spin cycle’ as an indoor cycling coach in Zurich. She also enjoys traveling through Europe—especially to Paris and Amsterdam—exploring nutrition, and diving into murder mysteries.
About the Artist
Olivia Vaughn Hern is a NYC-based artist, animator, and film/theatrical designer whose work blends costume, makeup, production design, and handmade animation into dreamy, bold visual worlds. Working across film, theater, puppetry, and fine art, she explores light, color, and tactile storytelling to create layered and genre-defying work.
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Where to Listen
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