I have worked at First Affirmative Financial Network since 1986, serving as the CEO since 1999. First Affirmative is a leading provider of professional services to investment professionals who focus on socially responsible investing, sustainable investing, ESG investing and/or Impact Investing. ...more

I have worked at First Affirmative Financial Network since 1986, serving as the CEO since 1999. First Affirmative is a leading provider of professional services to investment professionals who focus on socially responsible investing, sustainable investing, ESG investing and/or Impact Investing. Through our managed account service, Sustainable Investment Solutions TM, we currently manage roughly $1 Billion for clients around the country. Our team has produced and hosted The SRI Conference on Sustainable, Responsible and Impact Investing (FKA SRI in the Rockies), the annual meeting of the industry for 30 years. We are preparing for a smaller, advisor-focused event to be held at The Broadmoor Hotel in Colorado Springs, CO October 10-12, 2021. Specialties: Social Responsible Investing, Sustainable Investing, Transformative Investing, Conference Logistics and Planning, Practice Managementless