Want to invest to make the world a better place? Want to invest in companies that are changing the world? Interested in ESG Investing?
You have come to the right place. This week we discuss socially responsible investing, ESG Investing , Impact Investing and the pros and cons of trying to change the world with your investing dollars. We also discuss what people get right and what they get wrong about socially responsible investing.
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Today's Guest: Dale Wannen
Dale Wannen runs Sustainvest Asset Management, an investment advisory firm solely focused on the world of sustainable and responsible investing. He is passionate about getting investors to realize that how they invest can in the long run, effect what this world will look like in 10, 20 or 50 years.
Dale Wannen, founder of Sustainvest Asset Management LLC, has over 20 years experience in wealth management and financial services. He specializes in ESG investment strategies, securities analysis, and shareholder advocacy. He is often a guest speaker on the topic of ESG investing and shareholder activism. Dale has an MBA in Sustainable Management from Presidio Graduate School in San Francisco and a B.A. in Economics from Rowan University and currently sits as a Board of Director of non-profit Stewards of the Coast and Redwoods and is an investment committee member of the Sonoma County Community Foundation.
Dale's Online Presence: