In the world of philanthropy, a great deal of time and energy is spent ensuring that programming and grant-making efforts align with the organization’s mission. But have you ever considered whether your investment portfolio does the same?
In the world of philanthropy, a great deal of time and energy is spent ensuring that programming and grant-making efforts align with the organization’s mission. But have you ever considered whether your investment portfolio does the same?
Nonprofit leaders, let’s talk about something that might not be the most glamorous part of your job but is absolutely essential: crafting an effective Investment
Why Values-Aligned Investing Matters Picture this: You’re at a board meeting, passionately discussing the need for more environmental conservation efforts. You’ve rallied everyone around the
As the President & Chief Investment Officer of Zenith Wealth Partners, I have dedicated my career to providing expert financial advice and finding new ways
As another busy year comes to a close, I’ve been reflecting on all the things inside and outside of work that bring me joy. One
