Randy Kaufman and Kathleen McQuiggan

Editor’s Note: This is the fifth in a series of articles. To read other articles in the series, click here: article 1, article 2, article 3, article 4

Over the past four months I have interviewed 18 women who are trendsetters and innovators in the impact and sustainable finance sector. These women leaders are clear about today's capital market opportunities and risks. They are embracing both as the investment industry transitions toward a low carbon economy with greater emphasis on the economic value of intangible corporate assets and social impact enterprises.

These women are using their industry experience and leadership platforms to articulate a powerful message regarding the rapid growth in the use of non-financial data to drive investment performance and risk management. 

Marry Passion, Purpose And Profession

Kathleen McQuigganThe purpose of her work is to make a difference for the families and individuals she advises, to help them realize their financial and investment goals. This is what Kathleen McQuiggan does every day as a wealth advisor with Artemis Financial Advisors LLC. It’s a role that she embraced in June 2017, when she left Pax Ellevate Management, where she was managing director for three years. “Working with advisors in that role motivated me to be in practice for myself with individuals and especially women,” she said. “I’m passionate about helping them make investment and financial planning choices,” McQuiggan continued “based on what’s important to them.”

While at Pax World, McQuiggan was also responsible for sales, marketing and product management of the firm’s invest in women platform. She oversaw contributions to thought leadership in gender lens investing, women and sustainable investing, and led Pax World’s Women and Wealth Practice Management initiative, which focused on helping financial advisors better engage and serve female clients.

In this role, McQuiggan saw too many advisors not responding to client demand for more sustainable investment choices, whether focused on gender workplace issues, environmental impact or health and personal safety. That’s when she made the professional choice to begin providing these solutions to clients herself.

“I’ve always been a team player,” adds McQuiggan “and learned early on the value of relationship capital.” She also believes in “telling it like it is” and finds that her clients appreciate this approach to financial advice. 

There are a couple of other teams that benefit from McQuiggan’s extensive finance industry experience and gender diversity leadership. She serves as a special advisor on gender diversity to the Center for Financial Planning (CFP Board), working with the Center’s Women’s Initiative to address the shortage of women in the financial planning profession. She also consults, through Catalina Leadership, with financial services firms looking to invest in women.

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