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Ep 35: Blending Behavioral Finance & Multi-Generational Impact Investing Advice

Randy Kaufman, Senior VP and strategic growth advisor at EMM Wealth, incorporates her study of behavioral finance and the psychology of wealth into impact investing and strategic philanthropy portfolio allocations. Her clients include multi-generational family offices, foundations and high net worth individuals.
Recorded Feb 26 2019 31 mins
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Presented by
Paul Ellis | Randy Kaufman
Presentation preview: Ep 35: Blending Behavioral Finance & Multi-Generational Impact Investing Advice

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Sustainable Finance Knowledge for Financial Advisors
Each week, Paul Ellis discusses with his guest the details of how her or his participation in sustainable finance is disrupting "business as usual" in the investment and/or advisory industries.

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  • Title: Ep 35: Blending Behavioral Finance & Multi-Generational Impact Investing Advice
  • Live at: Feb 26 2019 2:55 pm
  • Presented by: Paul Ellis | Randy Kaufman
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