At SerenityShares, we believe it is possible to achieve a market return or better while investing in a manner consistent with your values. Changing demographics and a growing desire by many people to invest while making a difference are driving assets toward impact investing. Our proprietary, rules-based (passive) methodology, identifies companies whose products and services target 20 societal and environmental challenges and forms the basis for a sector-diversified, core US-equity portfolio. Using the benefits of exchange traded funds (ETFs), SerenityShares is an innovator that seeks to democratize public equity investing in impact and offer portfolios that solve problems and meet the needs of investors.

A Pure Focus on Impact

Our sole focus is on delivering portfolio solutions for investors seeking to invest for a return while making a difference.

Democratizing Impact

We chose an exchange traded fund (ETF) solution to make sure that everyone who wants to invest in a better future could.

Transparent, Easily-Explained Philosophy

The SerenityShares impact methodology was designed so that institutions and advisors could easily explain to clients and/or their boards exactly what the portfolio holds and why they were chosen. Focusing on a challenge to overcome, such as elder care, versus a rating figure enables people to more easily form a connection and understand what the fund does.

Employing ESG in Proxy Voting

Making the companies we invest in better is of high importance. When SerenityShares votes its proxy, it evaluates environmental, social, and governance factors before voting.

About the Firm

Founded in 2016, SerenityShares Investments LLC (SSI) is a Washington-DC based registered investment advisor that serves as the sponsor to SerenityShares ETFs. Utilizing world-class financial sector partners, the SSI team is led by Scott Sacknoff, an ETF veteran with more than a decade of experience designing and managing indexes; Kathleen Neumann, the former president of TAMRO Capital Partners, a $2.5 billion (at peak) fund manager; and Robert Tull, who has launched hundreds of ETFs around the world and holds several issued and pending ETF patents.

Our ETF Team
ETF TrustETF Series Solutions
Fund AdvisorSerenityShares Investments LLC
Fund Administration & AccountingU.S. Bancorp Fund Services, LLC
DistributorQuasar Distributors, LLC
CustodianU.S. Bank National Association
Listing ExchangeNYSE Arca
Index ProviderSSI Indexes LLC
Index/IOPV CalculationICE Data Services
Sub-AdvisorVident Investment Advisory, LLC
Leadership
  • Kathleen Neumann, CFA, President
  • Kathleen Neumann

    As President of SerenityShares Investments, the investment adviser to the SerenityShares Impact ETF (NYSE: ICAN), Kathy is in charge of day-to-day operations including partner relationships and compliance oversight. She brings more than 30 years’ experience in the investment management industry including executive level experience running and managing an investment advisory firm. As President of TAMRO Capital Partners in Alexandria, VA, she was in charge of leading the business aspects of this $2.5 billion asset management firm including client services, finance, operations, compliance, and administration.

    Prior to joining TAMRO in 2004, Kathy held positions as Managing Director and Senior Client Portfolio Manager for Atlantic Trust Company and as Director of Client Services for Riggs Investment Management Corporation. Kathy earned her B.A. in Economics from the Univ. of Maryland, where she was nominated to Phi Beta Kappa, and her MBA in Finance and Investments from George Washington Univ. Kathy holds the Chartered Financial Analyst designation and is a past President of the CFA Society of Washington.

  • Scott Sacknoff, CEO
  • Scott Sacknoff

    As the founder of SerenityShares, Scott is 12-year ETF veteran that brings a diverse background of experiences in the fields of business consulting, index design and development, and marketing. A serial entrepreneur, he founded SSI Indexes, worked in venture capital, and consulted for a number of major institutions including Northern Trust, Powershares, Pricewaterhouse, AT Kearney, and ITT.

  • Robert Tull, COO
  • Robert Tull

    For over 20 years, Bob has played a leading role in the design and development of over 400 ETFs and other exchange-traded products, in the U.S., Europe, and the Pacific Rim; and is the named inventor on 8 issued and pending patents. He has advised or led the launch of ETFs that are among the largest and most well-known brands, including iShares (WEBS), PowerShares, Deutsche Bank, WisdomTree, MacroMarkets, Van Eck, Claymore and First Trust. From 2000 to 2005, Bob was Vice President of New Product Development at the American Stock Exchange LLC and Executive Director of AMEX ETF Services. Prior to that, Bob held senior roles at Deutsche Bank and Morgan Stanley.

  • Reed Williams, CIMA, ESVP, National Sales Director
  • Reed Williams

    A 16-year ETF veteran, Reed serves as the Head of ETF Sales and National Accounts and is responsible for defining and leading the execution of the firm's impact investing sales strategy.

    Most recently, Mr. Williams spent more than 10 years with WisdomTree Investments, a leading global asset manager and pioneer of both smart beta and actively managed ETFs. As one of their initial hires, he covered the 3rd party, financial intermediary marketplace as a Regional Sales Director and was part of the team that grew the firm from a start-up with no revenue to $60 billion in assets at its peak. Reed began his career at State Street Global Advisors where he spent 5 years within their Advisor Strategies Group--the dedicated department for the creation, distribution, and marketing of the SPDR ETF family of offerings. During that time he was involved in the launch and sales successes of some of the industry’s largest and most well-known ETFs today.

    Reed holds the accredited certification and recognized industry designation of Certified Investment Management Analyst (CIMA), sponsored in conjunction by the Investments & Wealth Institute and the Wharton School of Business at the Univ. of Pennsylvania.