Monthly Archives: April 2019

#EarthDayEveryDay

Apr 26, 2019 - ESG by

Earth Day took place this past Monday, an annual event celebrated on April 22, focused on environmental protection.  Starting in 1970, this annual tradition was founded by Gaylord Nelson, then a U.S. Senator from Wisconsin, after witnessing the ravages of the 1969 massive oil spill in Santa Barbara, California. On the […]

Impact Investing and a Trip to the Vatican

Apr 12, 2019 - ESG by

I recently had the very good fortune of visiting Italy with my family during my kid’s spring break.  I had been to Italy once before – about 15 years ago – but this time was different for two main reasons.  The first reason is that I was going to see […]

Impact Investing with a Focus on Immigrants/Refugees

Apr 5, 2019 - ESG by

Many of our clients have recently inquired about our ability to customize impact investments that can positively benefit immigrants/refugees.  Regardless of recent political debate – or perhaps in light of it – these groups are the focus of many foundations, philanthropies, and other investment businesses.  And that makes sense given […]