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OneAscent Capital was established to proactively develop a program of private market investment options available for OneAscent Investment clients and those new to OneAscent.

Alternative Investments have long been foundational assets for sophisticated institutional investors. Many accredited investors, such as endowments, foundations, and family offices, allocate a meaningful percentage of their total assets to alternatives in an effort to achieve superior risk-adjusted returns. In recent years, there has been an increase in the number of impact investments within this space, as well, targeting a variety of causes, such as the environment, poverty, and some faith-based missions.

We believe there is a need for more alternative investment vehicles to expand the opportunity set for investors, and that these opportunities should not be limited just to wealthy institutions. The need is even more pronounced for faith-driven investors, as the investment universe only narrows when mission alignment is prioritized. While some investors may have the resources to identify, research, and invest in a diversified portfolio of alternative investments, many do not. For those investors, a fund-of-funds vehicle provides an opportunity to gain exposure to a diversified and professionally managed portfolio of alternative investments with a more accessible minimum commitment level.

Operating Thesis for OneAscent Capital

We seek to invest in people who can have a meaningful and positive impact on humankind and who are aligned with our Christian values.

The investment process strives to be thoughtful, proactive, and best-in-class in all phases of identification, evaluation, commitment, and shepherding.

Vision for OneAscent Capital

  1. Glorify God with our time and talents
  2. Deliver an attractive return to our clients
  3. Increase capital for faith-based impact fund managers and entrepreneurs
  4. Increase access for more Christian investors into private market faith-based investing

Through this vision, we believe we can grow faith-based investing and increase the number of Christians investing this way, which we pray result in human flourishing and Kingdom growth.

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Meet the Team

 

John Siverling,
MBA
  • Managing Partner of JAS Ventures, LLC
  • Over 30 years of business experience, including 20 years in the venture finance industry.
  • BBA from the University of Wisconsin and an MBA with Distinction from the University of Michigan Ross School of Business.
  • Led the formation and launch of the Christian Investment Forum as Executive Director
  • Oversaw the integration of CIF with Faith Driven Investor and support the launch of the FDI Marketplace

Nathan Willis,
CFA, CAIA
  • Director of Portfolio Strategy for OneAscent
  • Previously CIO of Greenhawk Corporation
  • 15 years with GenSpring Family Offices and member of Investment Committee
  • B.S. Taylor University
Martin Wildy,
CFA
  • Co-Founder of Investment Research Partners
  • 20 years of investment experience, including significant focus evaluating values-based and private investments.
  • Led three values-based global multi-asset mutual funds for Eventide Asset Management.
  • Volunteer and consultant for CFA Institute.
  • Board member of two preservation-focused charities in Central Pennsylvania.
  • Head Basketball Coach for the Special Olympics program in Centre County.

Steve Dauphin,
MBA
  • Founding Partner with Bonaventure Capital
  • Over 20 years of venture capital and growth equity investing
  • B.A. Harvard
  • MBA UNC Kenan-Flagler School of Business
Brett Greenfield,
CFP, CSRIC
  • Partner with Investment Research Partners.
  • 20 years of experience in the financial services industry, including significant focus on evaluating and constructing values-based portfolios.
  • Bachelor’s degree from James Madison University in Accounting.
  • Certified Financial Planner (CFP) and Chartered Social, Responsible, Impact Investing Counselor (CSRIC).
  • Led sustainable and faith-based investing for AssetMark, Inc., where he built values-based solutions for financial advisors and their clients nationally.

Cole Pearson
  • VP of Investment Solutions for OneAscent
  • CFA Level III Candidate
  • Previously a Senior Investment Associate for Eventide Asset Management
  • B.A., International Finance, University of Alabama
Derek Varner,
CFA
  • Partner with Investment Research Partners.
  • Nearly 15 years of experience in the investment management industry.
  • Previously the Associate Director of Investments for Bucknell University, leading research into financial markets, asset classes, and private investments.
  • Significant focus on evaluating impact investments for Bucknell.
  • Investment Committee member for Centre Foundation, a community-focused charity established to improve the lives of those living in Centre County, Pennsylvania.

Rob Grubb
  • COO and Co-Founder of OneAscent
  • 30+ years’ experience growing early stage companies to market leadership positions
  • Previously served in executive roles with several successful Birmingham-based healthcare technology companies
  • Member of State of Alabama’s Small Business Commission
  • B.S., University of North Alabama

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