Marketing and ESG Integration Strategies
for Sustainable Investing

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    "When an important client asked one of my team to incorporate more sustainable investing into her portfolio, I asked Paul for help. With his expertise, we were able to present the client with a sophisticated SRI analysis that impressed her…." more

    — Geri Pell, CFP, MBA, President, Pell Wealth Partners.
    Featured in Barron’s rankings of “Top 100 Women Financial Advisors”

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