About

Seeds is enabling the evolution toward truly intentional, purposeful & personalized investing

The Seeds Story

Seeds was founded by financial advisors who recognized a growing gap between advisors and clients looking to truly align personal values with financial priorities.

Without the right tech tools to engage clients in conversations about values and to efficiently deliver tailored portfolio solutions, advisors were missing opportunities to address pent-up demand. Meanwhile, a fragmented—and often “greenwashed”—supply of investment products in the market continued to misalign with client needs.

So Seeds created a better way for leading advisors to deliver more.

A investor is talking on the phone and smiling while staring at his  open laptop.

Our Investment Philosophy

We believe in active, engaged, and responsible investment management that drives investors and companies toward more socially responsible, ethical, and sustainable practices.

EPI Integration + Quality:

We believe analyzing companies' Earth, People, and Corporate Integrity risk factors (or what we call their "EPI") can ensure better alignment with client values and mitigate portfolio risks over the long term.

The Seeds Team

Seeds is made up of a team of industry experts with decades of collective wealth management, product development, and portfolio management experience.

Zach Conway

Zach Conway

Founder & CEO

Financial advisor, brand developer & entrepreneur

Michael Conway

Michael Conway

Founder & Chairman

35 years building successful HNW advisory firm

Kristen O’Grady

Kristen O’Grady

COO & Head of Product

Experienced product developer at large asset managers and banks

Peter Moroni

Peter Moroni

Head of Growth

Strategic sales leader with deep expertise across institutional & retail channels

Vered Frank, CFP®

Vered Frank, CFP®

Head of Marketing

Financial product strategy and marketing leader

Ofir Braverman

Ofir Braverman

Head of Technology

Experienced CTO and developer at Investment Firms, Hedge Funds

Kuni Chen, CFA

Kuni Chen, CFA

Head of ESG Integration

Wall Street veteran, researcher, and senior ESG & impact investor

Jon Strelec, CFA

Jon Strelec, CFA

Investment Consultant

Portfolio and investment specialist

Seeds Select Advisors

Seeds has partnered with strategic advisors in key areas to accelerate growth while maintaining a best in class experience and level of service.

Adrian Grenier

Adrian Grenier

Strategic Advisor

Actor, environmentalist, and impact investor

Barbara Cooperman

Barbara Cooperman

Brand Advisor

20+ yrs. C-Suite CMO; Kroll, Reed Elsevier

Pratap Penumalli

Pratap Penumalli

Technology Advisor

Former Google product manager responsible for helping launch most widely used products

Terry Mollner

Terry Mollner

Impact Advisor

Founder Stakeholders Capital; Calvert Funds; Ben & Jerrys

Alexandra Poe

Alexandra Poe

Strategic Advisor - Legal

Experienced Chief Legal Officer advising alternative and impact asset managers

Randy Haase

Randy Haase

Investment Strategy Advisor

30 years Wall Street veteran

Seeds Advisory Board

Adrian Grenier

Adrian Grenier

Strategic Advisor

Actor, environmentalist, and impact investor

Barbara Cooperman

Barbara Cooperman

Brand Advisor

20+ yrs. C-Suite CMO; Kroll, Reed Elsevier

Pratap Penumalli

Pratap Penumalli

Technology Advisor

Former Google product manager responsible for helping launch most widely used products

Terry Mollner

Terry Mollner

Impact Advisor

Founder Stakeholders Capital; Calvert Funds; Ben & Jerrys

Alexandra Poe

Alexandra Poe

Strategic Advisor - Legal

Experienced Chief Legal Officer advising alternative and impact asset managers

Randy Haase

Randy Haase

Investment Strategy Advisor

30 years Wall Street veteran