Investing with Values Q3 2021

Investing with Values Q3 2021

Read our latest Investing with Values Newsletter and learn how investors are becoming more sophisticated and focused with their sustainable investing preferences, objectives, and expectations.

Investing with Values: Q3 2021

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Brian Presti, CFA, Chartered SRI Counselor™
Senior Portfolio Manager, Director of Portfolio Strategy

As the Director of Portfolio Strategy at The Colony Group, Brian assesses macroeconomic, financial market data, and trends to determine appropriate investment opportunities and asset allocation. Brian developed and oversees Colony’s Sustainable Investing Solutions and is passionate about helping clients align their investments with their values.

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