Phil Kirshman, CFA, CFP, UBS Institutional Consulting/Leonard Social Inv. Group

Overview

Consultant to foundations, endowments, non-profits and individuals on wealth management strategies, customized sustainability investing, shareholder advocacy, community investing and philanthropy. The Leonard Social Investment Group has over 35 years

Contact Information

1801 13th St. Ste. 100 Boulder, Colorado, United States 80302

phone: view phone(800)367-3052

fax: view fax(303)441-5370

Photos

Description

Consultant to foundations, endowments, non-profits and individuals on wealth management strategies, customized sustainability investing, shareholder advocacy, community investing and philanthropy. The Leonard Social Investment Group has over 35 years of combined experience providing SRI consulting services.

Extra fields

1% for Community: No

Compliance: Securities products and services are offered through UBS Financial Services, Inc., member SIPC and NYSE.

Complete the form below to contact us.

Please enter the text you see in the image at the left into the textbox. This is required to prevent automated submission of contact requests.

Verification Code image cannot be displayed