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 80302phone: 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.
