Volume 2 | February 2nd, 2021

SPEAKER
SERIES
TUESDAY @ 3 pm
VALERIE NOVAKOFF
Founder & Managing Partner

Valerie works at the intersection of wealth management and the arts. As Associate Producer at Tony Award-winning producing office Davenport Theatrical (the first Broadway office on the Inc. 5000 list), she managed investor relations, overseeing over $25 million in Broadway investments. She regularly speaks at private equity and venture capital conferences, and her studies on gender parity in the commercial Broadway landscape have been published.
2021 & BEYOND

The pandemic, social unrest and political distress of 2020 pushed our clients to question the environmental, social and governance aspects of their investing. They are also became more intentional with their philanthropy. So did we.

Doug (right) and I (left) are excited about giving our clients the opportunity to invest in the spirit of the 17 United Nation's Sustainable Development Goals while still targeting portfolio performance.

If your financial adviser/planner hasn't spoken with you about "socially responsible investing" (SRI), schedule a conversation with us here.
LAST MONTH'S FEATURE
Click to the right to view our last Zoominar with Andrea Longton, CFA of the Opportunity Finance Network.

And click HERE to attend this week's.