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

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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