Wed Mar 05 2025

This week on Swimming with Allocators, Earnest and Alexa welcome Ian Fuller, Co-founder and CEO of Westfuller Advisors. The discussion centers on integrating social justice into investment strategies and the impact investing landscape. Ian shares his journey from aspiring political scientist to wealth management, emphasizing the importance of aligning investments with clients' values. He discusses the challenges of founding Westfuller Advisors, the firm's values-driven approach, and the methodology for incorporating clients' values into investment decisions. The episode highlights the potential for impact investing to drive meaningful social change and financial success. Also, don’t miss our insider segment as Tosh Ernest, Head of Catalyst 2045 at Silicon Valley Bank (SVB) discusses her work to drive investment in underrepresented founders, highlighting the economic potential of diverse innovation and the need for data-driven approaches to overcome systemic barriers in venture capital.