Advisors at this firm
Peter K
Series 65
Sausalito, CA
Macroclimate LLC
Peter Kriss is a financial advisor at Macroclimate LLC with four years of industry experience. He holds a Series 65 designation and has held roles at Geofinancial Analytics, Inc., Qventus, Inc., and Medallia. Outside of advising, Kriss serves as an advisor to Qventus, Inc., helping design analytics products for hospital clients, and is a part owner and board chair of Geofinancial Analytics Canada Corp., a data provider focused on advancing the clean energy transition. Macroclimate provides discretionary investment management and portfolio construction services to individuals, families, donor-advised funds, and nonprofit organizations. The firm employs a long-term, low-cost, passive and factor-based investment approach with an environment-focused ESG strategy, managing approximately $210 million across fewer than 40 client relationships.
Mark K
Series 65
Sausalito, CA
Macroclimate LLC
Mark Kriss is a Series 65-credentialed financial advisor with 20 years of industry experience. He is a managing director at Geofinancial Analytics, Inc. and Geofinancial Analytics Canada Corp., independent data providers focused on advancing the clean energy transition through geospatial technology. He also serves on the Sustainability Council of Dimensional Fund Advisors, contributing to sustainability investment solutions. Kriss is a principal at Macroclimate LLC, a firm that provides discretionary investment management and portfolio construction services to individuals, families, donor-advised funds, and nonprofit organizations. Macroclimate employs a long-term, low-cost investment approach grounded in Modern Portfolio Theory and offers an environment-focused ESG strategy primarily implemented through third-party funds.