We won best for 2019!
Best for the World. Best for Customers.
Portola Creek meets the highest standards of verified overall social and environmental performance, transparency, and accountability.
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Portola Creek meets the highest standards of verified overall social and environmental performance, transparency, and accountability.
Learn more
"The evidence is now overwhelming: Stocks of companies that are well-governed and are socially and environmentally responsible outperform their peers.”
- Todd Wilson (Portola Creek Founder).
Portola Creek was founded by Todd Wilson in 2017 to help clients align their money with their values. Prior, 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.
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