My career began in investment banking. This work provided me with the opportunity to learn about mergers and acquisitions, the capital markets, and the growing world of socially responsible, or impact, investing. The possibilities seemed endless to those of us working on a trading floor in Manhattan.
But I soon became disenchanted helping mega banks make money from other mega banks and needed to find a deeper purpose in my work. My discovery that my investments could serve as a resource to help me reach my personal goals and simultaneously work to advance society at large was transformative. I now align my expertise, my financial goals and my values in my work as an investment advisor.
As a Certified B Corp, my firm Entrust Financial believes in “doing well by doing good.” It is my honor to serve individuals and businesses looking to strike a similar balance, and to live their values through their investments.