About Us
Our Team
Mission Statement
Our History
Jhon Cooper III
General Manager Mr. Cooper is BBB Investment General manager He has been responsible for directing the investment activities of the Cooper family since 1981. These duties have included the development of the investment strategy, the establishment of capital allocation policies and the supervision of the investment program.
Jhon Cooper III
General Manager Mr. Cooper is BBB Investment General manager He has been responsible for directing the investment activities of the Cooper family since 1981. These duties have included the development of the investment strategy, the establishment of capital allocation policies and the supervision of the investment program. Mr. Cooper helped formed BBB investment in 1988 to answer requests for investment services from outside the Cooper family. He also serves as the General Partner of the BBB fund, L.P., which he formed in 1990. Prior to 1981, Mr. Cooper was employed as a public accountant by Peat Marwick Mitchell & Company in New York City. Mr. Cooper attended the Graduate School of Business Administration, New York University, and received a B.A. in Government and Economics from Bowdoin College.
Professional Background
Patrick Dinan,CFP,President
Originally from Pennsylvania, I have a bachelor's degree in finance from the University of Pittsburgh with a minor in English literature. I'm a CERTIFIED FINANCIAL PLANNER™ and seasoned advisor with over sixteen years of experience in the financial services industry. Prior to founding Impact Fiduciary, I was one of the first advisors at Personal Capital, a large independent firm, where I directly worked with over 300 clients and advised on more than $100 million of assets.
Personal Story
My wife and I met in Pittsburgh before moving to the west coast. After spending the past decade in California, we’ve rounded out most of the major cities including San Diego, San Francisco and now reside in Los Angeles. When I’m not advising clients, you can find me at one of the local parks or beaches with my two young daughters. I love swimming in the open water and over the years I’ve escaped from Alcatraz, swam under the Golden Gate Bridge and raced from San Diego to Coronado.
Our History
Mission Statement
Our History
Fiduciary duties exist to ensure that those who manage other people’s money act in their beneficiaries’ interests, rather than serving their own interests. Decisions made by fiduciaries cascade down the investment chain affecting decision-making processes, ownership practices, and ultimately, the way in which companies are managed. Some i
Fiduciary duties exist to ensure that those who manage other people’s money act in their beneficiaries’ interests, rather than serving their own interests. Decisions made by fiduciaries cascade down the investment chain affecting decision-making processes, ownership practices, and ultimately, the way in which companies are managed. Some institutional investors believed that environmental, social and governance (ESG) issues were not relevant to their portfolio value and were therefore not consistent with their fiduciary duties. This assumption is no longer supported.
Following the launch of the original report Fiduciary Duty in the 21st Century (2015), the Principles for Responsible Investment (PRI), the United Nations Environment Programme Finance Initiative (UNEP FI) and The Generation Foundation launched a four-year project to clarify investors’ obligations and duties in relation to the incorporation of ESG issues in investment practice and decision-making.
As the project’s 2019 final report demonstrates, there is extensive evidence showing the critical importance of incorporating ESG standards into regulatory conceptions of fiduciary duty. Investors who fail to incorporate ESG issues are failing their fiduciary duties and are increasingly likely to be subject to legal challenges.
Hear from governments, regulators, and investors around the world how they are supporting the updated conception of fiduciary duty.
Mission Statement
Mission Statement
Mission Statement
Maximize your financial life while investing in a better world.
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$150.00
Your investmen will come out to something good and enable you to meet our goals and improve conditions.
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