Ben Valore-Caplan - Financing L³Cs
Syntrinsic Investment Counsel, LLC

Mr. Valore-Caplan’s extensive credentials include Certified Investment Management Analyst (2004) from the Wharton School of Business and Investment Management Consultants Association; editorial board member, The Investment & Wealth Monitor, professional journal of the Investment Management Consultants Association. Since 2002, he has served as instructor on stewardship and fiduciary responsibility for the Colorado Society of Certified Public Accountants, Association of Small Foundations since 2002, and other nonprofit affinity groups. Professionally, he provides investment advice to foundations, endowments, faith based institutions and philanthropic families.

His career encompassed roles as Senior Vice President-Investments, UBS Financial Services, Inc., and UBS Consultant. He is a former member of the UBS Wealth Management Advisory Committee and UBS Institutional Consulting Advisory Committee.

Valore-Caplan’s nonprofit leadership service is equally extensive: Eleven years as education and social entrepreneur; founding executive director of Denver Summerbridge at Kent Denver School; board service for Logan School for Creative Learning, Denver Urban Gardens, Summerbridge Breakthrough Advisory Network, and the Denver Campus for Jewish Education.