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Clean Yield Asset Management's Overview

Total employees11
HeadquartersNorwich
Founded

Clean Yield Asset Management is an independent, SEC-registered investment advisory firm specializing in socially responsible investing (SRI) and impact investing. Founded in 1984, the firm works with individuals, families, trusts, and non-profit organizations to align their financial investments with their social and environmental values. Clean Yield provides portfolio management, financial planning, and shareholder advocacy services, aiming to generate competitive financial returns while promoting positive social and environmental change. They emphasize thorough research into companies' environmental, social, and governance (ESG) performance alongside traditional financial analysis.

Where is Clean Yield Asset Management's Headquarters?

HQ Function

The Norwich headquarters serves as the central hub for all primary operations, including investment research, portfolio management, client services, shareholder advocacy, and administrative functions.

Notable Features:

While specific architectural details are not widely publicized, the office's location in a picturesque Vermont town likely offers a tranquil and focused environment conducive to thoughtful investment management. It's probably a modest, functional office space rather than an opulent corporate building.

Work Culture:

The work culture at Clean Yield is likely collaborative, mission-driven, and intellectually stimulating, with a strong emphasis on ethical considerations, thorough research, and a commitment to client values. Employees probably share a passion for sustainable and responsible finance.

HQ Significance:

The headquarters' location in Vermont, away from major financial centers, underscores Clean Yield's independent approach and dedication to its unique niche in socially responsible investing. It represents their commitment to a grounded, values-based operational style.

Values Reflected in HQ: The choice of Norwich reflects values such as community, environmental consciousness, independence, and a focus on substance over superficial appearances.

Location:

While Clean Yield Asset Management is headquartered in Norwich, Vermont, USA, its investment scope can be global. As a socially responsible investment firm, they may analyze and invest in companies worldwide that meet their ESG criteria. Their shareholder advocacy efforts can also target multinational corporations. However, their physical office presence is primarily concentrated in their Vermont headquarters.

Street Address:

16 Beaver Meadow Rd

City:

Norwich

State/Province:

VT

Country:

USA

Clean Yield Asset Management's Global Presence

Buying Intent Signals for Clean Yield Asset Management

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Clean Yield Asset Management

As of April 2025, Clean Yield Asset Management' leadership includes:

Rian Fried - President & Chief Investment Officer
Shelley Alpern - Director of Shareholder Advocacy & Corporate Engagement
Karin Chamberlain - Portfolio Manager & Chief Compliance Officer
Dorigen Hofmann - Portfolio Manager
Elizabeth L. Lonergan - Portfolio Manager

Investors of Clean Yield Asset Management

Clean Yield Asset Management has been backed by several prominent investors over the years, including:

Privately Held - Clean Yield Asset Management is an independent, employee-owned firm.

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

Based on publicly available information, there have been no major executive hires or departures announced at Clean Yield Asset Management in the last 12 months, suggesting stability in their leadership team.

Technology (Tech Stack) used by Clean Yield Asset Management

Discover the tools Clean Yield Asset Management uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Clean Yield Asset Management Email Formats and Examples

Clean Yield Asset Management likely utilizes common professional email formats. Based on standard industry practices for a company of its size and nature, the most probable format would involve the first initial and last name.

flast@cleanyield.com

Format

rfried@cleanyield.com

Example

70%

Success rate

News and media

Business WireFebruary 1, 2023

Clean Yield Asset Management Calls on McDonald’s to Set Stronger Antibiotics Targets

Clean Yield Asset Management, along with other investors, filed a shareholder resolution urging McDonald's to strengthen its policies on antibiotics use in its beef and pork supply chains, aligning with WHO guidelines to combat antibiotic resistance....more

As You SowOctober 26, 2023

Clean Yield Asset Management Noted in 'Waste and Opportunity 2023' Report

Clean Yield Asset Management was mentioned in As You Sow's 'Waste and Opportunity 2023: Searching for Corporate Leadership' report, which assesses corporate efforts to reduce plastic pollution. The firm is known for its engagement on such environmental issues....more

Clean Yield BlogMay 15, 2023

Shareholder Resolutions: What Are They and Why Do They Matter?

Clean Yield Asset Management published an article explaining the significance of shareholder resolutions as a tool for investors to influence corporate behavior on environmental, social, and governance issues....more

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