YourStake, YourStory
By YourStake, Gabe Rissman, Jack Casady
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Image by YourStake, Gabe Rissman, Jack Casady
Category: Investing
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Episodes: 22
Description
Hear the story of financial advisors who lead with socially responsible and values-based investing. Listen to the origin story of how they entered the field, and learn how they maintain their practice day-to-day.
| Episode | Date |
|---|---|
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EP 22: The PAX Principles: Darryl Lyons, CEO, on building his firm with intention and incorporating Biblically Responsible Investing
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Apr 11, 2024 |
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EP 21: The Queen Bee of ESG: Paula Glick on Honeytree's Disciplined, Integrated Approach
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Mar 27, 2024 |
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Ep 20: Hospicing the Old, Midwifing the New: Building the Financial Future with Angela Barbash, CSRIC, CoFounder & CEO at ReValue Investments
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Feb 14, 2024 |
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Ep 19: Harnessing unique data to develop competitive advantages with Bill Davis, Founder & Portfolio Manager at Stance Capital
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Dec 19, 2023 |
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Ep. 18 - From JP Morgan to Eden Financial: A Journey of Entrepreneurship and Impact - ft. Nycole Freer, CFP, BFA
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May 17, 2023 |
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Ep. 17 - Achieving Sustainability with System Change Investing. - ft. Frank Dixon of Global System Change
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May 04, 2023 |
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Earth Day Special! Ep. 16 - Are your portfolios tobacco free? - ft. Rebecca Brown CFP, of Tobacco Free Portfolios
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Apr 19, 2023 |
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Ep. 15 - Being financial activists - ft. Maureen Maguire, CFP, AIF, and Vanessa Jilot, CFP, CRPC, of Terra Blue Wealth Management
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Apr 05, 2023 |
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Ep. 14 - How aware of investment harm are you? - ft. Marco Vangelisti, CFA, founder of EK4T
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Mar 22, 2023 |
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Ep. 13 - How to serve a diverse set of clients and advisors through strong data, and comprehensive manager due diligence - ft. Fabian Willskytt, Associate Director at Align Impact
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Dec 14, 2022 |
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Ep. 12 - An often overlooked mega-trend: Planet-based proteins - ft. Elysabeth Alfano, CEO, VegTech Invest
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Nov 30, 2022 |
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Ep. 11 - How beekeeping brought me into ESG investing- ft. Jonathan Kvasnik, ChFC of Cherokee Investment Services
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Sep 21, 2022 |
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Ep. 10 - Using an AND approach to creating good in the world - ft. Michael Reynolds, CSRIC®, AIF®, CFT-I™of Elevation Financial.
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Aug 10, 2022 |
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YourStake, Your Story Ep. 9 - The Future of Investing should be Values-Based ft, Meghan Lape-Lefevre, AFC®, CFP®, EA®
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Jul 27, 2022 |
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YourStake, Your Story Ep. 8- Why you ought to talk about societal issues with your money manager ft, Kate Barron-Alicante, CFP, Director of Impact and Advisor at Abacus Wealth Partners
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Jun 15, 2022 |
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YourStake, YourStory Ep. 7- Making an Impact & Imaging What the Future Holds, ft. Zach Stein, Co-Founder and CEO of Carbon Collective
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May 31, 2022 |
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YourStake, YourStory Ep. 6 - Investing with Your Values without Compromise, ft. David Roth, BFA(TM) and Michelina Roth, Co-Founders of Fair Planet Advisors
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May 16, 2022 |
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Yourstake, YourStory Ep. 5 - Why ESG is the GPS of Investing, ft. Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLC
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May 02, 2022 |
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YourStake, YourStory Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person, ft. Sylvia Panek, AIF®, Investment Advisor & Financial Planner at Natural Investments
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Apr 22, 2022 |
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YourStake, YourStory Ep. 3 - Financial Literacy is Incomplete Without Financial History, ft. Phuong Luong, Principal Financial Planner at Saltbox Financial
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Apr 21, 2022 |
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Jason Howell
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Mar 11, 2022 |
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James Brewer
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Feb 24, 2022 |