YourStake, YourStory

YourStake, YourStory

Por: YourStake, Gabe Rissman, Jack Casady
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.
22 episodios disponibles

Latest episodes of the podcast YourStake, YourStory

EP 22: The PAX Principles: Darryl Lyons, CEO, on building his firm with intention and incorporating Biblically Responsible Investing 11/04/2024
EP 21: The Queen Bee of ESG: Paula Glick on Honeytree's Disciplined, Integrated Approach 27/03/2024
Ep 20: Hospicing the Old, Midwifing the New: Building the Financial Future with Angela Barbash, CSRIC, CoFounder & CEO at ReValue Investments 14/02/2024
Ep 19: Harnessing unique data to develop competitive advantages with Bill Davis, Founder & Portfolio Manager at Stance Capital 19/12/2023
Ep. 18 - From JP Morgan to Eden Financial: A Journey of Entrepreneurship and Impact - ft. Nycole Freer, CFP, BFA 17/05/2023
Ep. 17 - Achieving Sustainability with System Change Investing. - ft. Frank Dixon of Global System Change 04/05/2023
Earth Day Special! Ep. 16 - Are your portfolios tobacco free? - ft. Rebecca Brown CFP, of Tobacco Free Portfolios 19/04/2023
Ep. 15 - Being financial activists - ft. Maureen Maguire, CFP, AIF, and Vanessa Jilot, CFP, CRPC, of Terra Blue Wealth Management 05/04/2023
Ep. 14 - How aware of investment harm are you? - ft. Marco Vangelisti, CFA, founder of EK4T 22/03/2023
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 14/12/2022
Ep. 12 - An often overlooked mega-trend: Planet-based proteins - ft. Elysabeth Alfano, CEO, VegTech Invest 30/11/2022
Ep. 11 - How beekeeping brought me into ESG investing- ft. Jonathan Kvasnik, ChFC of Cherokee Investment Services 21/09/2022
Ep. 10 - Using an AND approach to creating good in the world - ft. Michael Reynolds, CSRIC®, AIF®, CFT-I™of Elevation Financial. 10/08/2022
YourStake, Your Story Ep. 9 - The Future of Investing should be Values-Based ft, Meghan Lape-Lefevre, AFC®, CFP®, EA® 27/07/2022
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 15/06/2022
YourStake, YourStory Ep. 7- Making an Impact & Imaging What the Future Holds, ft. Zach Stein, Co-Founder and CEO of Carbon Collective 31/05/2022
YourStake, YourStory Ep. 6 - Investing with Your Values without Compromise, ft. David Roth, BFA(TM) and Michelina Roth, Co-Founders of Fair Planet Advisors 16/05/2022
Yourstake, YourStory Ep. 5 - Why ESG is the GPS of Investing, ft. Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLC 02/05/2022
YourStake, YourStory Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person, ft. Sylvia Panek, AIF®, Investment Advisor & Financial Planner at Natural Investments 22/04/2022
YourStake, YourStory Ep. 3 - Financial Literacy is Incomplete Without Financial History, ft. Phuong Luong, Principal Financial Planner at Saltbox Financial 21/04/2022
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