Rowena Hartwell
Rowena Hartwell is an Investment Manager based in Keystone’s California office. She
joined Keystone Venture Trust Inc. in 2024. Prior to KVT, she served as a Senior Wealth
Manager at BNY Mellon Wealth Management, providing comprehensive financial planning and
investment advisory services to high-net-worth clients. Earlier in her career, Rowena
was a Senior Vice President and Relationship Manager at CIBC Private Wealth Management
in Canada, working closely with family offices and institutional clients. She also
gained experience as an Assistant Portfolio Manager on the Sustainable Investments team
at Loring, Wolcott & Coolidge in Boston, focusing on ESG-aligned strategies.
With over 20 years in the financial services industry, Rowena has built a
reputation for
guiding mission-driven investors. She specializes in aligning client investment
objectives with environmental, social and governance (ESG) principles. For example, a
recent Morgan Stanley report notes that nearly 90% of global individual investors
express interest in sustainable investing, reflecting the trend that Rowena strongly
embraces. She has helped clients participate in investment programs that balance
financial returns with positive social and environmental impact, demonstrating her deep
understanding of responsible investing.
At Keystone, Rowena oversees institutional and private client asset allocation
strategies from a global perspective, ensuring portfolios meet both local regulations
and international standards. Drawing on her international experience, she has led her
team to strong performance in emerging-market and sustainable fund allocations, and has
published research on sustainable finance. Rowena holds the CFA Institute’s Sustainable
Investing Certificate, which equips her with advanced skills to integrate ESG factors
into the investment process in today’s market. Her approach aligns with Keystone’s
commitment to ESG investing and sustainable growth.
Rowena is known for her integrity, meticulous work style, and exceptional client
relationship management. She is frequently invited to speak at industry conferences on
topics such as portfolio diversification and sustainable investing, and she contributes
to professional training programs and publications. Rowena is also an active mentor in
the community, supporting initiatives for women in finance and education. She holds both
the Chartered Financial Analyst (CFA) charter and the Certified Financial Planner (CFP)
designation, credentials that signify her adherence to the rigorous education, ethical
standards, and professional excellence of the wealth management profession.
.png)