Treehouse Shakers – Celebrate Imagination
Auction Ends: Oct 24, 2017 10:00 PM EDT

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Green your Investments with Katherine McGinn, CFA of Pell Wealth Partners

Item Number
112
Estimated Value
1000 USD
Opening Bid
350 USD

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Item Description

Green Your Investments! How can your investment portfolio make a positive impact on the world?

Meet Katherine McGinn, CFA, Financial Advisor at Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. Pell Wealth Partners has been named to the Barron’s list of Top 1,200 Financial Advisors from 2014-2016 and to the Barron’s list of Top 100 Women Financial Advisors from 2009-2016. Ms. McGinn was awarded WESTCHESTER 40 under 40 as an expert in Socially Responsible Investing.

During this 1-hour financial planning consultation, you will take a comprehensive one-on-one look at your entire financial life. Katie will dig deep, taking a look at your personal money goals, your values and how these are reflected in your current investments. Katherine specializes in Impact Investing and can help you begin to align your financial goals with your personal values.

Don’t miss this great opportunity to learn more about incorporating environmental, social and governance factors into your investment portfolio – so you can invest not only with your head, but also with your heart. For your convenience, Pell Wealth Partners has offices in both Rye Brook, NY and Midtown Manhattan.

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