Portola Creek was founded in 2017 and is headquartered in San Francisco.
We are set apart by the broad and deep investment experience that our professionals bring to Portola Creek. Our highest priority is ensuring that your experience with Portola Creek is rewarding and valuable.
We are located adjacent the Transbay Terminal, which will be the new epicenter of downtown San Francisco.
Our team has lived and worked through several market cycles, and have a thorough understanding of the equity and fixed income markets, real estate, private investments, small business, and tax and estate planning. Most importantly, Portola Creek is comprised of professionals who are passionate about aligning your investment portfolio with your personal values.
Todd Wilson founded Portola Creek Capital to help clients align their money with their values and to use capital to change the world for good.
"My interest in impact investments really surfaced during the last few years as I reflected on both my own childhood experiences and those that I enjoy with my kids today. It seems that everywhere I turn…the state of our ocean coral reefs…the snowpack levels in Tahoe…things are simply not what they used to be. I recognize that makes me sound old. But as I approach my 50th year on this planet, I am struck by just how dramatic the change to our environment has been in such a short period of time. I know there will always be changes in climate, but it is the accelerating pace of the change that really concerns me. The best news is we can invest in a responsible manner and impact the world around us in a positive way. The evidence is now overwhelming: Stocks of companies that are well-governed and are socially and environmentally responsible outperform their peers."
Prior to founding Portola Creek, Todd was President and COO at a San Francisco-based fintech company focused on sustainable investments. Before that, Todd was a Vice President and Portfolio Manager at BNY Mellon. He was also a Portfolio Manager for eight years at Atherton Lane Advisers (a RIA acquired by BNY Mellon in 2016). Prior to joining Atherton Lane Advisors, Todd spent over ten years as a Financial Advisor at Merrill Lynch in San Francisco. Todd began his career at Aetna, designing and implementing employee benefit plans for mid-market companies located in Northern California.
Todd received a BA in Economics from the University of California at Berkeley, focusing on Investments and Econometrics.