Tami Kesselman Joins as a Partner of LOHAS Advisors

February 4, 2020

Tami Kesselman Joins as a Partner of LOHAS Advisors


Tami Kesselman Joins as a Partner of LOHAS Advisors

The LOHAS team has a new impact investing pro! A Harvard-educated strategist and former Bain consultant, Tami Kesselman is a pioneer and thought leader on achieving concurrent financial and impact results who has spent the past two decades working to advance the success of socially and environmentally motivated investing.

Tami is a creative and analytical family office strategy advisor with a passion for working one-on-one with individual investors and family offices, assisting them with identifying and accelerating opportunities to migrate portfolios and invest capital more effectively to improve the world while concurrently growing their financial returns. With an innate ability to help clients reallocate investment capital in ways that resonate across generations, she has become highly sought after as increasingly more wealth is transitioning.

“We are thrilled to have someone of Tami’s caliber join the LOHAS team not only for the experience and deep expertise that she will offer firm clients but also the insight and thought leadership that she will provide to the growing LOHAS organization.” – Rick Davis, Managing Partner of LOHAS Advisors

A frequent keynote speaker at impact investor conferences and an annual lecturer at Harvard, Tami speaks on the complex intersection of capitalism, sustainability, public policy, business management, and geopolitics as global social and environmental standards evolve. She has facilitated board-level strategy sessions for clients on six continents, annually chairs Opal’s Private Wealth Impact Investing Forum, serves on the Steering Committee for the NEXUS Impact Investing Working Group and the United Nations-NEXUS Small Island Resiliency Braintrust, and is a member of the Global Alumni Board of Directors for Harvard Kennedy School.

As a Partner at LOHAS Advisors, along with helping drive the firm-wide growth strategy, Tami will work with clients to enable their impact investing visions, whether reallocating portfolio capital or leveraging donor-advised funds and other creative resources.

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LOHAS works with its clients and their investment advisors and wealth managers to identify the optimal mix of financial requirements and social or environmental values for investing that delivers both profit and impact.

LOHAS works with its clients and their investment advisors and wealth managers to understand risk/return profiles and explore alternative investment strategies, and then we source, analyze, help structure, and support impact investment transactions.

LOHAS works with a variety of clients on issues most relevant to them, customizing each engagement to meet their needs; but we also focus heavily on key areas and strategies that reflect our team’s expertise and more effectively enable our clients’ aspirations.

Investment seeking both profit and impact comes from a growing variety of sources - from individual investors to organizations to their advisors - and LOHAS works with each to support their specific needs, developing customized strategies and providing hands-on implementation.

Whether keynoting or moderating family office, impact investing, or social impact entertainment conferences, contributing to leading publications, delivering or participating in webinars or podcasts, or providing interviews on key industry topics, the LOHAS team helps drive public discourse on investment delivering both profit and impact.

LOHAS team members leverage vast operational experience and extensive industry relationships to deliver execution-ready impact investing strategies with enabling partner affiliations and hands-on support.