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Podcast Archives: Entrepreneurs

| November 7, 2019

Impact Investment for Sustainable Wealth at Bair Financial

Marci Bair, Founder & CEO, and Victor Orozco, Managing Partner - Bair Financial Planning

Bair and Orozco serve a diverse community of female executives, LGBT couples and business owners who expect consumer and investment choices to reflect their personal values.     

Episode 34 | February 23, 2019

Beyond Risk & Return: Purpose Driven Investment at Bernstein

Michael Lear, Vice President & CFA, Bernstein Private Wealth Management

After two decades integrating impact and values-driven purpose into equity and fixed income portfolio strategies for entrepreneurs, foundations and family offices, Lear is a man on a mission: using public and private capital market funding to help his clients achieve sustainable investment goals.

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