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Guest: Max Mintz - Responsible & Ethical Investing Part 1

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Manage episode 378044866 series 3347406
Content provided by Joel Skene. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joel Skene or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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.

This program is brought to you by:
Arc Integrated

Be sure to visit BizRadio.US to discover hundreds more engaging conversations, local events and more.

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 378044866 series 3347406
Content provided by Joel Skene. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joel Skene or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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.

This program is brought to you by:
Arc Integrated

Be sure to visit BizRadio.US to discover hundreds more engaging conversations, local events and more.

  continue reading

101 episodes

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