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Connecting Values + Investments [Webinar Recording]

2020 has brought all of us back to our core values. On September 30th Bartlett Wealth Management was joined by Calvert, Impax and The Greater Cincinnati Foundation to share how you can align your investments with your personal values through Environmental, Social and Governance Investing. This virtual discussion will focus on opportunities for individuals and organizations to include this ESG approach to their personal wealth management approach.

Meet our panelists:

Craig Sarembock is a Wealth Advisor and Principal at Bartlett Wealth Management. He provides investment advisory services to high net worth individuals and their families, foundations, endowments and non-profit institutions. Craig had been a guiding leader of Bartlett’s Environmental, Social, and Governance Investing Strategies since joining the team in 2012.

Robert Killins, Jr., CAP® is Director of Special Initiatives at Greater Cincinnati Foundation (GCF) where he attracts and stewards donors for the foundation, supports GCF’s Private Foundation work and manages GCF’s $10 Million-dollar Impact Investment program. He has 22 years of foundation experience that includes corporate, private, and community foundations. Robert is a Chartered Advisor in Philanthropy (CAP).

Heather Smith is Lead Sustainability Research Analyst at Impax Asset Management LLC and Vice President, Sustainable Investing at Pax World Funds. She researches and evaluates the environmental, social and governance (ESG) performance of companies for inclusion in the firm’s portfolios. She is also a member of the Impax Gender Analytics team and coordinates the firm’s diversity-related shareholder engagements.

Lenore Reiner, CFP® is a vice president and senior responsible investment strategy specialist for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global markets. She is responsible for the suite of strategies focused on responsible investing, encompassing actively and passively managed U.S. and international equity strategies, fixed-income strategies and asset allocation funds.

Moderated by:

Holly Mazzocca, CFP® is a Wealth Advisor and Principal at Bartlett Wealth Management. She provides financial planning and investment management guidance to families and individuals that will help them toward achieving their unique life goals. Holly is a Certified Financial Planner and an active member of Bartlett’s ESG Investing team, identifying new “best-in-class” investment opportunities that align with client objectives.

Where can we help you go next?

Contact a member of the Bartlett team today.