Beth Wahlig
- Role
- Director of Sustainable Investing & Private Wealth Advisor Speaker on Esg Investing at Mra Advisory Group
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Beth Wahlig
Zinnia picture above taken at king\'s gap in pennsylvania. tackling your financial…
Experience
Director of Sustainable Investing & Private Wealth Advisor Speaker on Esg Investing
Feb 2018 — Present
Wealth Management services focused on helping women manage their money. New offering of Women & Wealth which determines lifestyle goals and then aligns money management with those priorities. Focus is not just on the accumulation of wealth but how women can pursue their dreams and every day living with achievable financial goals.* Financial Advisory Practice focused on “Sustainable Investing” including the construction of Environment, Social & Governance (ESG) portfolios and Thematic portfolios for clients who care about creating change in the business models and workplaces of public companies in the U.S. and globally. Perform primary due diligence and securities analysis of ESG & Sustainable ETFs, stocks and bonds for portfolio inclusion. SRI is focused on making investments in areas where money can have positive impact. The impact of making a difference in moving towards a more progressive sustainable world by using a set of criteria developed by the United Nations’ Sustainable Development Program.
Skills
- Series 7
- Asset Management
- Alternative Investments
- Asset Allocation
- Bloomberg
- Securities
- High Yield
- Equities
- Portfolio Management
- Investments
- Investment Management
- Collaborative Contributions
- Hedge Funds
- Corporate Finance
- Investment Strategies
- Management Due Diligence
- Strategic Problem Resolution
- Crm
- Fixed Income Analysis
- Finance
- Bonds
- Client Relationship Building
- Trading
- Fixed Income
- Mutual Funds
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