Events

Jeff Scheer will deliver a presentation to a Sustainable Finance class at Columbia University on the “Role of an Investment Consultant”

Christine Fu-Shapiro will speak on a panel titled “Increasing your Agility and Marketing to a New Generation,” discussing Marketing, Customer Service, and User Experience strategies to reach the next generation.

Erika Karp spoke at the “Impact Investing: Consciously Aligning Profit with Social & Environmental Purpose” session of the Conscious Capitalism in Action Virtual Gatherings