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TOP 30 Esg strategies in Massachusetts
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Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 400 Totten Pond Road in Waltham, Massachusetts. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Boston, MA, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Our team of experienced investment advisors and financial planners in Boston offer full-service financial planning and research-driven investments. At Beacon Pointe, we take our fiduciary responsibility to our clients seriously, with a holistic allWEALTH® approach that addresses all aspects of financial well-being. This includes wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
Merrill Lynch Financial Advisor Sylvia S. Han
Merrill Lynch Financial Advisor Sylvia S. Han is located at 440 Boylston Street in Boston, Massachusetts. Sylvia joined Merrill in 2013 as a Wealth Management Advisor, where she works closely with clients to provide customized advice and services to help them achieve their career, retirement, philanthropic, or business goals. With experience as a global portfolio manager and analyst, Sylvia understands the importance of portfolio risk control and seizing opportunities in the market. She is also interested in ESG investing and provides access to top-ranked firm-wide resources. In addition to her work at Merrill, Sylvia volunteers as an advisory board member for the Cary Library Foundation and the Boston Lyric Opera. She is also a committee member of The Boston Club and The President's Council of Cornell Women. Sylvia holds a Chartered Financial Analyst (CFA) designation, CERTIFIED FINANCIAL PLANNER (CFP) certification, and is a member of the CFA Institute and the Financial Planning Association.
Stakeholders Capital, a Perigon Partner
Stakeholders Capital, a Perigon Partner, is a finance institution located at 321 Main Street in Amherst, Massachusetts, United States. We specialize in investing for the common good, managing assets, and planning for the future sustainably. Our mission is to help clients align their values with their financial goals. At Stakeholders Capital, we believe in maximizing both financial returns and positive impact in the world. We offer customized investment plans that consider each client's goals, risk tolerance, and impact objectives. Our team combines traditional investment strategies with expertise in impact and sustainable investing to create diversified portfolios tailored to individual needs.
Merrill Lynch Financial Advisor Nathaniel C. Raynor
Merrill Lynch Financial Advisor Nathaniel C. Raynor, located at 100 Federal Street in Boston, Massachusetts, offers a thoughtful and high-touch approach to portfolio management for his clients. With a focus on providing tailored socially responsible investment strategies that incorporate ESG factors, Nathaniel works primarily with high net worth families and companies to create long-term wealth management and capital management strategies. Nathaniel graduated from Union College with a degree in Economics and is dedicated to minimizing taxes for his clients, especially in relation to public and private equity awards. Outside of the office, Nathaniel enjoys exploring Boston's vibrant restaurant and art scenes, as well as leading his team's business operations on Nantucket. He is a passionate advocate for Autism Speaks and Wounded Warriors, causes he championed during his time at Union College. Nathaniel resides in Boston's South End with his girlfriend Dani.
Reputation Institute
Reputation Institute, located at 399 Boylston Street in Boston, Massachusetts, is a leading institution that specializes in shaping and measuring brand reputation. Using the RepTrak algorithm, they provide expert strategies and precise metrics to help companies transform perception and sentiment into measurable and actionable data. Global brands trust Reputation Institute as the gold standard for Reputation Intelligence, relying on their expertise to assess how much people respect, admire, and trust them. Their ESG Scores, based on Environmental Social Governance measures, help companies stay ahead of the curve in terms of corporate ethicality. With over 20 years of tracking data and more than one million reputation data points collected annually, Reputation Institute provides valuable insights into what impacts a company's reputation and what doesn't.
Trillium Asset Management
Trillium Asset Management is a finance institution located at 60 South Street in Boston, Massachusetts, United States. They specialize in sustainable and responsible investing, helping clients align their financial goals with their values. With a focus on environmental, social, and governance factors, Trillium Asset Management offers a range of investment strategies that promote positive change in the world. Their team of experienced professionals work closely with clients to create customized investment portfolios that support a more sustainable future.
Marsh
Marsh is an insurance agency located at 99 High Street in Boston, Massachusetts, United States. With over 150 years of experience, we bring industry-specific expertise, deep intellectual capital, and global experience to help you manage and quantify risks. Our consulting, brokerage, and claims advocacy services utilize data, technology, and analytics to provide you with the guidance you need in today's world of increasing risk and complexity. We aim to help you find opportunities within these challenges and have a focus on possibility. Our services include political risk reports, insights on global insurance markets, and guidance on climate disclosures and their implications on your business. We are committed to helping our clients and communities thrive by protecting and promoting possibility. Marsh is a trusted advisor globally, offering expertise in risk, strategy, and people to help clients prosper in changing times and technologies. Our focus on global macro trends, ESG issues, and emerging technologies like autonomous vehicles showcases our commitment to providing comprehensive solutions for our clients. Marsh McLennan is a leader in risk, strategy, and people, offering services through four global businesses.
List of local businesses, places and services in Massachusetts
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