ImpactU interviews Jina Penn-Tracy of Centered Wealth
Authenticity comes from intrinsic motivation according to Jina and this is her commitment to her clients who are looking to take action in their own lives with their money. As a socially responsible investor since the 90’s and an advisor as of 2004 Jina has been working on impact investing with a strong sense of […]
12 Sept 2017
Expert Spotlight 002: Chintan Panchal
This week’s Expert Spotlight is focused on a very good friend of ours, Chintan Panchal. We like to call Chintan “the Impact Attorney”. His firm, RPCK|Rastegar Panchal is a global private equity focused law firm.
25 Aug 2017
A Story of Two Impact ‘Aha! Moments’
You may remember our blog “Impact Investing: Aware, Unaware, and Just Don’t Care”, in which we acknowledge that many advisors are unaware to impact investing, or just don’t care about it until they hear a story that leads them to their Impact Aha! moment. This story can be from a fellow advisor who has attracted many […]
16 Mar 2016
Impactful Insights with SmartTrust: Part 2
Vanderbilt Financial Group CEO and Impact Enthusiast, Steve Distante, had the pleasure of sitting down for a chat with Kevin Mahn on February 19th, 2016. This is part two of our two part interview series; if you missed part one, you can check it out here! Kevin is the Chief Investment Officer of SmartTrust® UIT. Steve nicknamed Kevin, the “Chief Impact Officer” after learning […]
6 Mar 2016
Impactful Insights with SmartTrust: Part 1 [Interview]
Vanderbilt Financial Group CEO and Impact Enthusiast, Steve Distante, had the pleasure of sitting down for a chat with Kevin Mahn on February 19th, 2016. Kevin is the Chief Investment Officer of SmartTrust® UIT. Steve nicknamed Kevin, the “Chief Impact Officer” after learning of his passion for sustainable and responsible impact investments, what Kevin calls, “the new SRI”. Kevin explained why SmartTrust® has […]
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