Directory/Stephanie Bergmann

Stephanie Bergmann

Chief Investment Officer

Cascade Wealth Advisors

Community-Submitted

Based in Canada, Stephanie Bergmann works at the intersection of renewable energy finance and family office advisory at Cascade Wealth Advisors. They are known for building cross-sector coalitions that drive measurable change.

Geography

Canada

Actor Type

Wealth Holder

Years in Impact Space

11

Preferred Contact

LinkedIn

Development Stage

Mature

Year Founded

2011

Expertise Areas

Renewable Energy FinanceFamily Office AdvisoryGreen BondsRisk-Return Optimization

Tags

Youth

Intervention Points

Youth & Education Finance

Thematic FinanceInvesting in youth development, education access, and learning innovation.

supporting

Wealth Advisor Ecosystem Reform

Investment StrategyReforming the advisory ecosystem to integrate impact into financial advice.

supporting

Climate & Environmental Finance

Thematic FinanceDirecting capital toward climate solutions and environmental preservation.

experimenting

Network

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