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Guest: Max Mintz - Responsible & Ethical Investing Part 1
Manage episode 378044866 series 3347406
Kandungan disediakan oleh Joel Skene. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Joel Skene atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Max first discovered Responsible Investing as a client. In the process of obtaining his degree in Philosophy at Rutgers College, he discovered an interest in Ethics, and while he never expected to be in finance, he found his calling by connecting his studies with his interest in Economics and data analysis. Max has a passion for helping clients align their investments with their values and relies on his ethics training to help clients balance tradeoffs through the process of expressing their values in their portfolios.
Max is proud to be named a “40 Under 40” Financial Advisors by the Investment News in 2019. Max previously served 2 terms as the Treasurer for the Alliance for New Jersey Environmental Education – he takes pride in his support for educators working on the front lines educating the next generation to become responsible stewards of the environment. He also speaks on topics related to Financial Planning, Sustainable Investing, and Common Interests’ work as a Social Enterprise to various industry and interest groups – let him know if you’d like him to speak at an event!
Max Mintz is Series 7 and 66 licensed as a Financial Advisor with Vanderbilt Financial Group.
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