Sorenson Impact Advisory Unites Industry-Leading Talent to Shape the Next Era of Impact Investing

SALT LAKE CITY--(BUSINESS WIRE)--Sorenson Impact Advisory today announced the addition of six professionals from Align Impact, significantly deepening its bench of institutional talent and experience. The move brings together two of the most credentialed impact-focused practices in the country under one platform — and marks a defining moment for the independent impact advisory space.

Sorenson Impact Advisory is an SEC-registered impact investment advisory firm co-founded by Lauren Sercu, a seasoned institutional impact investor, with the anchor capital, support, and vision of prolific impact investor and entrepreneur Jim Sorenson, as part of the broader Sorenson Impact Group.

Align Impact, a Denver-based impact advisory firm, announced the closing of its doors after 12 years on April 30, 2026. Rather than simply wind down, the Align team made a deliberate decision to find the strongest possible home to pursue their mission – and chose Sorenson Impact Advisory. The incoming team is led by Matthew Weatherley-White, one of the architects of modern impact investing, and Jack Meyercord, who brings more than 20 years of institutional and public-markets investment experience.

A Platform Built for this Moment

The addition expands Sorenson Impact Group's roster to include some of the most experienced practitioners in impact investing across its four distinct branches: Sorenson Impact Advisory, the Sorenson Impact Foundation, the Sorenson Impact Institute, and Sorenson Impact Funds.

Group Chair and Founder Jim Sorenson said the platform is pioneering a best-in-class model with intention.

"Impact investing has always deserved a platform built exclusively around it — with the scale, infrastructure, and talent to execute without compromise. That is what we are building at the Sorenson Impact Group. With Matthew, Jack, and the team from Align, we saw a unique opportunity to accelerate that plan and our shared vision for impact." — Jim Sorenson, Group Chair and Founder, Sorenson Impact Group

What sets Sorenson Impact Advisory apart is the platform behind it. Co-Founder Lauren Sercu explains that the Advisory team has direct access to the full resources of the Sorenson Impact Group — proprietary deal flow, proven fund strategies, diligence capabilities, cutting-edge research, and impact measurement tools built and refined across four distinct branches. This integrated model sets Sorenson Impact Advisory apart from standalone advisory firms.

"We built Sorenson Impact Advisory to execute on our vision for impact and returns without compromise. Bringing the Align Impact team on board is the moment everything we have each built starts compounding collectively." — Lauren Sercu, Co-Founder and Managing Partner, Sorenson Impact Advisory

To pair with Sercu's institutional market-rate investment background, partner Lindsay Zizumbo brings a decade of philanthropic strategy and field-building expertise — giving the combined team a rare ability to serve clients across the full capital spectrum, from philanthropic and catalytic capital all the way through to market-rate impact investments.

"The clients we serve have made a fundamental choice — to put their capital in service of something larger than solely financial return. Honoring that choice at the highest level requires the very best people and the most rigorous capabilities available. We believe this is a category-defining move." — Lindsay Zizumbo, Partner, Sorenson Impact Advisory

Matthew Weatherley-White said he and his team will benefit from this world-class combination of expertise and industry-leading resources.

“The Sorenson Impact Group was built by practitioners who have been doing this work at the highest level for decades. Joining Sorenson Impact Advisory means clients will benefit from an entirely new level of combined expertise, infrastructure and institutional commitment to impact. I am proud of what I have built in my career and even more excited about what we will build next.” — Matthew Weatherly-White, Partner, Sorenson Impact Advisory

A Visionary Firm with Decades Behind It

As part of the Sorenson Impact Group, Sorenson Impact Advisory was co-founded by Lauren Sercu and Jim Sorenson with a singular mandate: prove that a 100% mission-aligned institutional portfolio can outperform traditional benchmarks. With the support of their anchor client, the Sorenson Impact Foundation, they built one of the only SEC-registered firms in the country dedicated entirely to impact investing.

Lauren Sercu began her career at Cambridge Associates, where she developed deep expertise in institutional portfolio management serving endowments, foundations, and families. She went on to build the impact investing practice at a boutique investment firm, where she served as the outsourced Chief Investment Officer for the Sorenson Impact Foundation, and in a matter of three years, fully transitioned the Foundation's portfolio to 100% mission alignment while outperforming traditional benchmarks. She stands as one of the first Chief Investment Officers in the country to accomplish that feat, a milestone that redefined what was possible in the field and laid the foundation for everything Sorenson Impact Advisory was built to do.

Jim Sorenson is a world-renowned entrepreneur, business leader, and societal innovator, regarded as an important thought leader and pioneer of the impact investing movement. Through his role as Chairman of the Sorenson Impact Foundation, and as the founder of the Sorenson Impact Institute at the University of Utah, he has helped build the institutional infrastructure that makes impact investing possible at scale. In 2022, Sorenson established the Sorenson Impact Group, a multi-disciplinary organization focused on facilitating impact investing across asset management, advisory services, and catalytic ecosystem building.

The Team Behind Align Impact — A Decade in the Making

Align Impact was among the first dedicated impact advisory firms in the country. Over more than a decade, it built one of the most rigorous and respected practices in the field — earning B Corp certification, recognition by Investment News, and features in the Wall Street Journal, Bloomberg, Financial Times, Fortune, Reuters, and the New York Times.

The Align team brings a caliber of institutional investment experience that is rare in the independent advisory space. Matthew Weatherley-White is one of the architects of modern impact investing. As a Founding Partner of The CAPROCK Group, he helped design some of the first large-scale institutional impact portfolios in the country and led the firm's designation as a founding B Corporation — building a reputation recognized by the Wall Street Journal, The World Economic Forum, The World Business Forum, Bloomberg, and the Financial Times. He subsequently led Align Impact as CEO and Co-CIO. He joins Sorenson Impact Advisory to bring that depth of experience to an even more focused, institutional-caliber, mission-dedicated practice.

Jack Meyercord brings over 20 years of institutional investment experience, primarily in public equity markets. He founded Conscious Endeavors in 2019 drawing on earlier roles managing Tiger-seeded funds and leading impact investing at Bienville Capital before joining Align Impact and ultimately Sorenson Impact Advisory.

Four additional Align professionals complete the move, each bringing a distinct and essential capability: Kristin Viola, Partner; Courtney Joyner-Gage, Partner; Annemarie Happee, Director of Operations; and Alex Cote, Investment Principal. This team joins the existing Sorenson Impact Advisory team as one firm organized around a single mandate: impact investing, executed without compromise, across the full capital spectrum.

About Sorenson Impact Advisory

Sorenson Impact Advisory, LLC is one of the only SEC-registered investment advisory firms in the country that is 100% dedicated to impact investing. Founded by practitioners with decades of institutional experience in the field, the firm specializes in investment advisory services and full-spectrum capital alignment for families and institutions. Based in Salt Lake City, Utah.

www.sorensonimpact.com/impact-advisory