Sorenson Forges Impact Investing Powerhouse with Align Talent

SALT LAKE CITY, UT – April 28, 2026 – In a move signaling a significant consolidation within the impact investing sector, Sorenson Impact Advisory has announced the integration of six key professionals from the recently shuttered Align Impact. The talent acquisition brings together two of the industry's most credentialed teams, creating a formidable entity poised to redefine the landscape for mission-driven institutional and family wealth management.

Leading the group of incoming professionals are Matthew Weatherley-White, a celebrated architect of modern impact investing, and Jack Meyercord, a veteran with over two decades of institutional investment experience. They, along with four other colleagues, join the Salt Lake City-based firm following the closure of Denver-based Align Impact on April 30, 2026. This strategic union concentrates a rare depth of expertise under the umbrella of the Sorenson Impact Group, a multi-disciplinary platform built by prolific entrepreneur and investor Jim Sorenson.

"Impact investing has always deserved a platform built exclusively around it — with the scale, infrastructure, and talent to execute without compromise," said Jim Sorenson, Group Chair and Founder. "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."

A Strategic Consolidation

The transition follows the difficult decision by Align Impact to close its doors after 12 years. The respected B Corp-certified firm, which managed approximately $715 million in assets at the time of its last SEC filing, was unable to secure the necessary capital to achieve long-term profitability. Rather than simply disbanding, the Align team sought a new home to continue their mission, ultimately choosing Sorenson Impact Advisory.

This move is less a traditional acquisition and more a strategic absorption of top-tier talent. It underscores a pivotal moment in the maturation of the impact advisory space, where scale, integrated resources, and proven track records are becoming critical differentiators. By absorbing the institutional knowledge and client experience of the Align team, Sorenson significantly deepens its capabilities, particularly in serving high-net-worth individuals, who comprised over $500 million of Align's former asset base.

The consolidation creates a powerhouse with a clear mandate. Sorenson Impact Advisory, co-founded by Lauren Sercu and Jim Sorenson, is one of the few SEC-registered firms in the country dedicated entirely to impact investing. Its foundational goal is to prove that a 100% mission-aligned institutional portfolio can not only meet but outperform traditional financial benchmarks.

The Architects Unite

The union is particularly notable for the concentration of visionary leadership it creates. Matthew Weatherley-White, often dubbed 'the philosopher king of impact investing,' is a co-founder of The CAPROCK Group, where he helped design some of the first large-scale institutional impact portfolios. His decision to join Sorenson lends significant weight to the firm's intellectual and strategic prowess.

"The Sorenson Impact Group was built by practitioners who have been doing this work at the highest level for decades," Weatherley-White stated. "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."

He joins a leadership team helmed by Lauren Sercu, a co-founder and Managing Partner who has her own groundbreaking achievements. Before establishing the advisory firm, Sercu served as the outsourced Chief Investment Officer for the Sorenson Impact Foundation. In a landmark accomplishment for the field, she transitioned the Foundation's entire portfolio to 100% mission alignment within three years, all while outperforming conventional benchmarks. This feat laid the practical and philosophical groundwork for the advisory's core mission.

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

Rounding out the deep bench of expertise are professionals like Jack Meyercord, who brings extensive experience in public equity markets from his time managing Tiger-seeded funds and leading impact initiatives at Bienville Capital, and Sorenson partner Lindsay Zizumbo, whose background in philanthropic strategy enables the firm to serve clients across the full capital spectrum.

An Integrated Platform Built for Purpose

What fundamentally distinguishes Sorenson Impact Advisory from standalone firms is the ecosystem that surrounds it. The advisory is one of four distinct branches of the Sorenson Impact Group, alongside the Sorenson Impact Foundation, the Sorenson Impact Institute at the University of Utah, and Sorenson Impact Funds.

This integrated model provides the advisory team with what Sercu describes as direct access to a comprehensive suite of resources. This includes proprietary deal flow from the venture funds, cutting-edge research and impact measurement tools from the academic institute, and field-building insights from the foundation. This structure is designed to eliminate the compromises that can arise in firms where impact is just one offering among many.

This holistic approach allows the team to guide clients—from foundations to families—in aligning their entire balance sheet with their values, deploying capital that ranges from purely philanthropic grants to catalytic, risk-tolerant investments and market-rate impact strategies.

"The clients we serve have made a fundamental choice — to put their capital in service of something larger than solely financial return," said Lindsay Zizumbo, Partner at Sorenson Impact Advisory. "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."

With the addition of the Align team, Sorenson Impact Advisory is not just expanding its roster; it is amplifying its capacity to deliver on its ambitious promise, armed with a concentration of talent and an integrated platform that is unique in the world of mission-driven finance.