Bank of America

Bank of America is a prominent financial institution headquartered in Charlotte, North Carolina, that offers a comprehensive range of banking, investing, asset management, and risk management services. It serves approximately 51 million consumer and small business relationships through a network of around 5,300 retail banking offices and 16,350 ATMs, alongside robust online and mobile banking platforms. The bank supports approximately 3 million small business owners with innovative online products and services. It operates in over 40 countries, providing tailored wealth management, corporate banking, and trading solutions for corporations, governments, institutions, and individuals. Established in 1874, Bank of America has grown to become a leader in its field, known for its extensive support and diverse financial offerings.

Michael Castiglie

Vice President

Rita Cook

President

John Cooper

Senior Vice President

Christopher Hopkins JD

Managing Director, Investment Banking

Ezra Lightman

Managing Director, Bank of America Merrill Lynch

Matt Linski

President

Al McRae

President

Jim Morehead

President

Tom Murphy

Founding Director

Zach Nobis-Olson

Senior Vice President, Asset Based Lending

Max Oligario

Senior Vice President, Georgia Market Executive Global Commercial Banking

Lisa Parks

Vice President and Senior Relationship Manager Development Program, Global Commercial Banking

Junichi Shiroshita

Managing Director

Thomas Stoddard

Vice Chairman of Investment Banking

Lauren Trussell

Senior Vice President

Kelly Tyler

President

Harry Yandle

Investment Banking Associate

Past deals in Impact Investing

DSD Renewables

Debt Financing in 2023
Distributed Solar Development (DSD), a business backed by BlackRock Real Assets’ Global Renewable Power platform and GE Renewable Energy.

iCapital Network

Corporate Round in 2022
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.
Solidarity Microfinance provides a supportive and collaborative environment empowering low-income individuals to grow their small businesses and take the first steps toward creating a financially stable future for their families.

Intersect Power

Debt Financing in 2021
Intersect Power is a clean infrastructure company bringing efficient, innovative, and scalable low-carbon solutions to its customers in energy and commodity markets. Our expertise includes all phases of development, design, engineering, finance, and operations. Intersect Power has a pipeline of 3.2GWDC of late-stage solar and storage projects that will be in operation by 2023 and an emerging pipeline of other clean infrastructure assets. The company has also developed and sold more than 1.7 GWDC of contracted solar projects across California and Texas, which are owned and operated by third-party investors.
Community Housing Network helps people in need find affordable housing solutions. We help people who are homeless or at risk of becoming homeless, people with disabilities, people with low-income, and others find decent, affordable housing.

DSD Renewables

Funding Round in 2021
Distributed Solar Development (DSD), a business backed by BlackRock Real Assets’ Global Renewable Power platform and GE Renewable Energy.

EngAGE

Grant in 2020
EngAGE is a nonprofit that takes a whole-person approach to community and creative, healthy aging by providing arts, wellness, lifelong learning, community building and intergenerational programs to thousands of seniors and families living in affordable senior and multi-generational apartment communities in California, Oregon, and Minnesota.

Visible Alpha

Venture Round in 2018
Visible Alpha, LLC operates an online data and analytics platform that focuses on enhancing the investment research process for institutional investors. Founded in 2012 and headquartered in New York, the company also has operations in Mumbai, Noida, and London. It specializes in developing a proprietary dataset and a suite of tools that provide insights into the future fundamentals of companies by extracting detailed forecasts, assumptions, and logic from sell-side models. This approach offers a high level of transparency and granularity, enabling investors to make informed decisions and generate alpha through improved understanding of analysts' perspectives. Visible Alpha aims to drive efficiencies in the research process by unlocking valuable intelligence that was previously hidden within traditional financial models.
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