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Guest: Max Mintz - Responsible & Ethical Investing Part 1
Manage episode 378044866 series 3347406
Joel Skene에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Joel Skene 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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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