Greening Your Money
How Impact Investing and Banking can help people and the planet
Wednesday, April 24, 2024
6-7pm
Town of Somerset Community Center
Complimentary dinner from Tatte
Please RSVP below by April 22, 2024
Dinner Discussion Topics:
Can you expect comparable returns from sustainable investing?
Can sustainable investing help combat climate change?
Are Donor Advised Funds the best way to make donations & maximize your tax deduction?
Presenter:
William Bruno
Vice-President for Sustainable Investing
Sandbox Financial Partners
William Bruno is a VP, Sustainable and General Investing and Planning at Sandbox Financial Partners. He has worked as a financial advisor for over 15 years and has developed a deep understanding of sustainable (ESG) investing. His expertise and knowledge in the world of socially responsible and impact investing adds an important and growing niche to Sandbox and its client’s investing interests. Will has also served on the Episcopal Diocese of Washington's Committee on Socially Responsible Investing. In addition he has also published several articles on sustainable and impact investing, most recently in Kiplinger.com. Will and his two sons live in Bethesda, MD.
Prior to his career in finance, Will worked as a legislative assistant to former Congressman Gerald D. Kleczka, (D-WI). He then worked for several national associations, including American Psychiatric Association and the American Association of Homes and Services for the Aging (AAHSA) where he worked as Director of Legislative Affairs. AAHSA represents not for profit and faith-based long term care providers.
For additional information on sustainable and impact investing see the Sandbox Sustainable Page.
This event is provided to attendees for information purposes only and is not intended to be investment advice or a recommendation to take any action with respect to your portfolio.