speaking engagement

Julie Pulda speaking at the Impact Capitalism Summit in Nantucket
07/01/2019Julie Pulda, Impact Analyst, will be speaking at the Impact Capitalism Summit July 17-18 in Nantucket.
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Leah Warren speaking at the 2019 Gearing Up Conference
06/01/2019Senior Client Advisor Leah M. Warren, CFP®, is speaking at the 2019 Gearing Up conference tomorrow at Bentley University’s Center for Women and Business.
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Drew McMorrow speaking at the FOX Wealth Advisor Forum
04/24/2019President & CEO Drew McMorrow, MBA, CFP®, will be speaking at the Family Office Exchange Wealth Advisor Forum next Thursday, May 2.
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Will Tickle speaking at the Impact Capitalism Summit in Denver
04/22/2019Will Tickle, CFA, Partner, Senior Investment Advisor, & Director of Impact Investing, will be speaking at the Impact Capitalism Summit in Denver this week.
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Jules Pulda guest judging the Fletcher Social Investment Group’s Project Showcase
04/10/2019Julie Pulda, Impact Analyst, will be a featured judge at her alma mater Tufts University’s Fletcher Social Investment Group’s (FSIG) Project Showcase on April 17.
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Chris Chandler speaking at Opal Group’s Impact Investing Forum
03/26/2019Partner and Senior Investment Advisor Christopher C. Chandler, CFA, CAIA, will be speaking at Opal Group’s 4th annual Impact Investing Forum next Monday, April 1.
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Jules Pulda speaking at careers in impact investing panel
03/20/2019Impact Analyst Julie Pulda is speaking at the Careers in Impact Investing panel discussion, hosted by Tufts University’s Fletcher Social Investment Group.
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Will Tickle featured at Total Impact Boston
09/28/2018Senior Investment Advisor and Director of Impact Investing Will Tickle, CFA, will be speaking at Total Impact Boston on October 4, 2018.
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FPA Career Night with Ballentine Partners
11/03/2017On November 8, Brian C. Kelleher, CFP®, will be a featured panelist on pursuing a career in financial planning at the Financial Planning Association of Massachusetts’ Financial Planning Career Night at Boston University.
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Age Healthy, Wealthy & Wise at the FOX Fall Forum
10/24/2017People are living longer than ever, but are we living better than ever? Is there anything we can do when we’re younger to make sure our last years are the best they can be?
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