I am a CERTIFIED FINANCIAL PLANNER (tm) with over 15 years experience working with individual and institutional clients, pairing financial goals with social good. I specialize in Wealth Management, Comprehensive Financial Planning, and ESG Investing. I have a PhD from MIT and have passed my Series 7 and Series 65 FINRA exams. Specialties: Portfolio Management, Socially Responsible Investing, Financial Planning, Quantitative and Statistical Methods, Intrinsic Value Mathematics, Community Investing, Organizational Leadership, Securities Research and Analysis, Asset Allocation, Retirement Planning, Financial Risk Analysis, Media Coordination and Press Releases, Axys Portfolio Management Syst