Loran White

Head of Client Experience

  • Loran White - Investment expertise in Values-Based Investing with ESG
  • Loran is a deeply-experienced and detail-oriented professional, who is tasked with the administration and customer support for Portola Creek clients. She brings two decades of experience in understanding everything about clients’ lives and needs, with stints at a San Francisco-based fintech company focused on sustainable investments, Morgan Stanley, Bear Stearns, and Piper Jaffray.

    Loran earned a degree in Business Administration from the University of Colorado, Boulder.

    In her free time, Loran enjoys yoga, time with her husband and adult sons, and the incredible and varied tastes of the San Francisco restaurant scene.

Questions? Contact Loran:

Our Mission is to bring values and ethics to the way we see investments and portfolios.