Jay Bragdon is a senior financial advisor at Montis Financial. His primary responsibilities include relationship management, investment oversight, and portfolio management for Montis' clients’ families. Jay has served as an investment advisor to high-net-worth families for more than 40 years. A pioneer in the field of corporate sustainability, he co-chaired the first national symposium on ethics and investment at the Harvard Business School in 1972 and has worked continuously to expand this field. Jay emphasizes the stewardship of "living assets"—the well-being of people and nature—as the primary source of economic value creation. In 1995, he created the Global Living Asset Management Per