The 30 Best Impact investing in New Haven, Connecticut
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Tidewater Wealth Management
Tidewater Wealth Management is a leading financial institution located at 157 Church Street in New Haven, Connecticut, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to help you every step of the way. At Tidewater Wealth Management, we prioritize transparency, integrity, and client satisfaction, making us a trusted partner in your financial journey. Contact us today to learn more about how we can help you secure your financial future.
Bank of America Private Client Advisor William (W. Matthew) M Lynn
Bank of America Private Client Advisor William (W. Matthew) M Lynn is a Vice President and Private Client Advisor at Bank of America Private Bank in Western Connecticut. With a wealth management team of specialists, he actively engages clients to understand their financial health and goals. Providing relevant information, he helps clients navigate the complexities of their financial situation and offers holistic strategies in investment management, estate planning, philanthropy, and more. Matt has a strong network within Bank of America, including Wealth Strategists who can assist with complex estate planning. With a background in owning a retail business and corporate positions, Matt brings a unique perspective to financial advising. He is also involved in charitable organizations and serves as a Trustee of a modern dance company. Bank of America Private Bank has a rich history of helping clients manage significant wealth, with a commitment to personalized service and innovation. They prioritize client goals and offer disciplined financial strategies to navigate evolving markets. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Consult your advisors before making financial decisions.
International Center for Finance (ICF)
The International Center for Finance (ICF) is located at 165 Whitney Avenue in New Haven, Connecticut, United States. This institution provides academic and professional support for research in financial economics. The ICF hosts various conferences, including the Yale Impact Investing Conference and the Responsible AI in Global Business Conference. It also collaborates with the AI Group and the Yale Alumni Real Estate Association for educational events. The center aims to foster leadership in finance through innovative research and educational activities. The ICF is known for its research in behavioral science, historical databases, and training of MBA and doctoral students. Additionally, the center organizes academic conferences and houses The Investor Behavior Project at Yale University. Visit the ICF website for more information on their programs and events.
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