SLOANE ORTEL (SHE/HER)
"There is no checklist comprehensive enough to rely upon. You have to pay attention."
WHAT I DO NOW
Current Role
As Chief Investment Officer and architect of Ethical Capital's investment process, I manage long-term portfolios with industry-leading moral and material rigor.
Philosophy
Investment management is a craft that demands continuous learning. My process combines deep analytical rigor with authentic human connection—understanding not just companies and markets, but the communities they serve and the lasting impact of our choices.
Client Focus
Every client interaction brings energy and purpose to my work. I believe in bringing warmth and practical insight to portfolio management, creating strategies that honor both financial goals and personal values with industry-leading rigor.
BEYOND WORK
- Co-Founder - Woodcache PBC
Leading developer of efficient, durable carbon removal projects in the intermountain west - Board Member - Responsible Alpha
Global consultancy helping institutions transition to a sustainable future - Co-host - Free Money with Sloane and Ashby
Candid conversations with long-term investors, co-hosted with Stanford's Ashby Monk
Skiing
Utah's many awesome resorts
Gardening
Replacing lawn with wildlife-friendly perennials
EXPERIENCE
2007-8
Oppenheimer & Co
2009
Family Office
2010-18
CFA Institute
2018-21
Independent Consultant
2021
Founded Ethical Capital
SPEAKING & WRITING
Featured Writing
How I Became an Active Manager
The best place to start understanding my personal journey
What Does Inflation Mean to You?
Personal impact of economic changes
What Should You Expect When You're Investing?
Setting realistic expectations
What Should You Expect When You're Investing?
Setting realistic expectations
Speaking Engagements
Topics I Cover:
- Portfolio management and long-term investing strategies
- Building diverse and inclusive investment practices
- Climate adaptation and sustainable finance
- Community building in financial services
- Aligning money with values for all investors
Fair warning: my Achilles heel is email. If you need me, your best bet is to get on my calendar.