Socially-responsible strategies to align your money with your values.
Join us for an in-depth discussion on the characteristics of Environmental, Social, and Governance (ESG) investing, including important factors to consider and how Bartlett integrates an ESG approach that makes an impact.
Wednesday, April 28, 2021 | 2:00pm-3:00pm EST
Please register by April 28th at 1:00pm.
ABOUT THE SPEAKERS
Aliya Riddle is an Associate Investment Advisor at Bartlett Wealth Management. She focuses on investment management for foundations, endowments and other non-profit organizations. She specializes in portfolio analysis and trade implementation. Aliya is the leader of Bartlett’s ESG Strategy team.
Krista Linn is a Director and Senior Portfolio Manager at Bartlett Wealth Management. She finds value in helping clients visualize financial goals that will support personal happiness. Krista serves high net-worth individuals and families from Bartlett’s Chicago office and she plays an active role in Bartlett’s ESG Strategy team.
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 force of Bartlett’s ESG Strategy team since joining Bartlett in 2012.