About us
Our vision
We believe that the most valuable companies of tomorrow are the ones tackling the most challenging global issues today: climate change, alternative energy, inequality, health, food, and education.
Investing in these themes requires understanding of both public and private markets, both equity and debt, with a world view.
Our mission
Portola Creek Capital's mission is to democratize access to family office-like service and attentiveness.
We serve as your investment counsel, marrying your personal values into your investment, philanthropic, and estate ambitions.
Portola Creek is investing in the future of impact investing. We aim to provide custom and meaningful quarterly reports that measure the real impact of your personal investment portfolio.
Todd Wilson
Founder
"The evidence is now overwhelming: Stocks of companies that are well-governed and are socially and environmentally responsible outperform their peers.”
Our story
Portola Creek was founded by Todd Wilson in 2017 to help clients align their financial lives with their personal 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.
