Episodes

Wednesday Aug 24, 2022
Purpose-Driven Investing with Stacey Kline of Otto Intelligence
Wednesday Aug 24, 2022
Wednesday Aug 24, 2022
Stacey Kline, CEO of Otto Intelligence, joins the podcast to discuss the future of purpose-focused finance. Noting the accelerating shift in aligning values with investment priorities, she unpacks how wealth advisors can employ ESG metrics and clients’ environmental and social impact preferences to inform investment strategies.
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