Kari Groth Swan

Head of Investor Relations at Treehouse Management, LLC / Family Office Executive / Innovation in Impact Investing and Fund Development Finance/ Board Member

Role
Head of Investor Relations at Treehouse Management, Llc
Location
Minneapolis, MN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kari Groth Swan

Collaborative, engaged community leader. Passionate about philanthropy with experience as professional, volunteer, donor, investment manager, trustee, fiduciary and board member. Broad experience working with boards, executive staff, investment / finance committees and key donors. Proven fundraiser for education, arts and culture, social services, political causes, and health/human services agencies with a special interest in Impact Investing. Member: Global Impact Investors Network (GIIN), CREO Family Office Syndicate, UN PRI Signatory, WRISE: Women of Renewable Industries and Sustainable Energy, Association of Fundraising Professionals (AFP) and Minnesota Council on Planned Giving (MCPG). Senior Investment Leader with 20 years comprehensive wealth management experience. Demonstrated success in broker/dealer, private bank and asset management firms. Representative Clients: Individuals, family offices, public & private foundations, profit-sharing plans. Specialties: Exceptional communication skills and polished media experience. Frequent Public Speaker / Industry Expert: Panel presentations, Radio and TV. KARE 11, WCCO, KMSP. Quoted in Minneapolis Star Tribune, Saint Paul Pioneer Press and Registered Representative.

Experience

  1. Head of Investor Relations

    Treehouse Management, Llc

    May 2023 — Present · Minneapolis, MN, US

    Treehouse Management is a family owned business whose mission is to make strategic, market-rate investments with a focus on decentralized renewable energy projects and ESG (environmental, social and governance) investment opportunities. These investments are designed to inspire and promote change in the way the world invests. We are a minority owned and women-led company. At Treehouse we are investing in change. We are cultivating climate solutions.

Education

  • Up With People (UWP)

    Alumni

  • St. Olaf College

    B.A.

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Kari Groth Swan — Head of Investor Relations at Treehouse Management, Llc in Minneapolis, MN, US | Unifers