Corsi of Vahanian & Associates Attends Sustainable Investing Conference in D.C.
Cameron V. Corsi, Director of Business Development and Investment Research at Vahanian & Associates Financial Planning Inc., attended a sustainable investing due-diligence conference hosted by Calvert in D.C. on May 15-16, 2019. The investment roundtable conference brought financial advisors from the New York and New England area together to discuss today’s responsible investing themes and how traditional sustainable investing has recently evolved to a more inclusive style known as Environmental, Social and Governance “ESG” Investing. The roundtable was moderated by Calvert’s President and CEO with presentations from Calvert’s Director of ESG as well as Portfolio Managers and investment analysts.
Much of the conference focused was on subjects related to client values and beliefs and how ESG integration strives to support such unique criteria while adhering to the pursuit of tailored investment goals. The conference provided invaluable educational content on market themes, sustainability and portfolio risk management. Corsi is leading the Vahanian team’s efforts to develop an ESG platform for clients concerned with such issues.
About Vahanian & Associates:
Vahanian & Associates Financial Planning Inc. provides financial planning, investment management, and estate planning services for high net worth individuals and families, and is accepting new clients. The team also provides ESG and Sustainable Investing options. Vahanian & Associates is located at 60 Railroad Place in Saratoga Springs, NY (518) 583-0891. Jeffrey Vahanian, CFP®, President of Vahanian & Associates is also separately a registered representative offering securities through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Vahanian & Associates Financial Planning Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. The company website can be visited at www.vahanian.com.
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