Funk understands that a client’s motivation to invest more sustainably and achieve competitive financial returns requires a balanced approach. “There are many motivations to do the right thing. I ask clients this question: Are you part of the problem, or are you contributing to the solution?”
Paul Ellis founded Paul Ellis Consulting to work with financial advisors who want to integrate sustainable and impact investment strategies for their clients. Kristina Markos, M.L.S., is a senior communications professional specializing in finance and sustainable themes. She also teaches graduate and undergraduate communication courses at Lasell College.