Founder and CEO, Syntrinsic Investment Counsel
Ben Valore-Caplan is Founder and CEO of Syntrinsic Investment Counsel, LLC, an independent investment advisory firm that strategically partners as fiduciary with a national clientele of nonprofit organizations and philanthropic families to develop, implement, and monitor customized investment strategies. Prior to launching Syntrinsic, Ben was Senior Vice President-Investments and an Institutional Consultant at UBS, where he had built BVC Foundations Group. He earned his undergraduate degree from Brown University and Masters of Business Administration from the Executive MBA program at the University of Denver.
Before becoming an investment advisor, Ben served as an educator and social entrepreneur. Chief among these efforts, Ben created Denver Summerbridge, an academically rigorous educational opportunity program enabling young people from economically disadvantaged situations to attend and succeed in college and beyond while training talented high school and college students to become impactful educators and leaders. The program served as model and catalyst for several other youth opportunity programs, and it continues to thrive under its new name, Breakthrough Kent Denver.
Ben frequently educates trustees, staff, and other stakeholders through workshops and keynote addresses, writes commentaries and white papers, and is the author of the award-winning book, Leadership Magic: Practical Tools for Creating Extraordinary Organizations.
In 2012, Ben was appointed by Colorado Governor Hickenlooper to serve as a Trustee for the Colorado Public Employee’s Retirement Association (PERA), Colorado’s $40+ billion public employee pension plan, where he strives to help guide the Plan toward greater fiscal sustainability. He is an actively engaged member of The Colorado Forum and serves on the Education Committee of the Rose Community Foundation. Ben also sits on the Investment Advisory Committee of the City and County of Denver and chairs the Investment Committee for The Logan School. He has served as an officer of the Board for Denver Jewish Day School, The Logan School, and Denver Urban Gardens. Ben coached two youth soccer teams for ten seasons and was named Coach of the Year by the Colorado Rapids Youth Academy.
Ben, his wife, and children enjoy the outdoors. They travel, play music, make stuff, write, cook, play games, and generally enjoy each others’ company. They live in Denver, Colorado.