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Ask the Expert: Investing with Multiple Stakeholders – Within Marriages, Families and Across Generations

May 23, 2023 at 2:00 pm - 3:00 pm EDT

Our members often ask us, “How can I talk about what I am learning about investing with my values with my partner? Or… with my parents? Or… with my children? We know this a big issue for many of you, so we are dedicating May’s Ask the Expert conversation to this topic. We are excited to be joined by Kellie Zesch, CFA and Caroline Sacks, who both work with Brown Advisory, a investment management and strategic advisory firm.

Join for any queries you might have related to talking to the people closest to you about the purpose of money, how you invest, and why you would like to see your values more deeply integrated into your investments.

ABOUT KELLIE ZESCH

Kellie Zesch is a partner and serves as a portfolio manager and head of the Austin office with Brown Advisory. Kellie provides individuals, families and institutions with strategic investment solutions and advice. Prior to joining Brown Advisory in 2017, she was a senior vice president and head of manager research at Chilton Trust Company in New York. Prior to this, she was a vice president at Birchwood Investments, a single family office where she managed alternative assets. Kellie started her career at Cambridge Associates, where she provided investment advice to endowments and families. Kellie also serves on the board of directors of FGI Industries Ltd (NASDAQ: FGI), where she chairs the Nominating & Governance Committee.

ABOUT CAROLINE SACKS

Caroline Sacks is a strategic advisor at Brown Advisory (Boston office). She works with high net worth individuals and multi-generational families in complex wealth planning transfer matters. Caroline partners with clients in structuring comprehensive estate plans and helping to achieve clients’ philanthropic goals. Prior to joining the firm, Caroline was an estate planning attorney in the Private Client Group of Ropes & Gray LLP in Boston.

REGISTRATION:

This event is exclusive to Invest for Better members. There will be no video recording. Register through Mighty Networks.

 

Details

Date:
May 23, 2023
Time:
2:00 pm - 3:00 pm EDT
Event Categories:
,

Venue

Zoom

Organizer

Invest for Better
Email
info@investforbetter.org

Details

Date:
May 23, 2023
Time:
2:00 pm - 3:00 pm EDT
Event Categories:
,

Venue

Zoom

Organizer

Invest for Better
Email
info@investforbetter.org