Ucciferri, Jack

Jack Ucciferri combines deep experience in investing and ESG with a powerful network of relationships to help clients anticipate and address issues. He has policy expertise and a reputation as a highly creative, strategic thinker.

With a unique background as an entrepreneur, Jack is a recognized thought leader in corporate governance, ethics, impact investing and corporate responsibility. Before joining the firm, Jack was a managing partner at OurTown Housing Solutions and, before that, a portfolio manager and research and advocacy director for Harrington Investments, both in Santa Barbara.

Representative Matters
  • Previously worked as a registered investment advisor for a boutique wealth management firm that exclusively managed 100% ESG portfolios for high net-worth families and small institutions. He helped build and collaborate with coalitions of faith-based groups, NGOs, pension funds, and other activist investors to not only engage large and mid-cap publicly traded companies around a broad array of ESG issues including privacy, human rights, executive pay, climate change, proxy access, board composition, political spending and diversity, but also helped prioritize which companies and campaigns to focus efforts on. This involved filing, negotiating, and representing numerous Exchange Act Rule 14a-8 shareholder proposals to corporate boards.

Community

Former Board Treasurer, Fund for Santa Barbara

Former Advisor, TONIIC Impact Investment Network

Former Advisor, Santa Barbara Bicycle Coalition

Publications & Presentations

Education
  • J.D., 2020, Santa Barbara College of Law
  • M.A., University of California at Santa Barbara
  • B.A., University of California at Santa Barbara
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