Bruce Herbert

Role
Chief Executive at Newground Social Investment
Location
Seattle, WA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Bruce Herbert

Bruce is a pioneer in the field of sustainable impact planning and wealth management…

Experience

  1. Chief Executive

    Newground Social Investment

    Feb 1994 — Present

    Newground is a fee-only Registered Investment Advisor (RIA) serving investors who seek positive change without a sacrifice to financial performance. Founded in 1994, Newground provides socially conscious (SRI/ESG) money management and shareholder engagement services to individuals and institutions who are principled, proactive, and inspired to make a difference with their investments.

Education

  • fi360 | Center for Fiduciary Studies

    AIF, Accredited Investment Fiduciary

    2003 — 2003

  • College for Financial Planning

    Financial Planning

    1989 — 1991

  • University of South Carolina

    BS, Biology

    1978 — 1980

  • Trinity College Dublin

    Philosophy, Environmental Law

    1980 — 1981

  • William & Mary

    Anthropology, Philosophy, English

    1975 — 1977

  • Merrill Lynch, Pierce, Fenner & Smith

    Advanced Portfolio Management Institute

    1988 — 1988

  • University of South Carolina Joseph F. Rice School of Law

    Estate and Gift Tax Planning

    1987 — 1988

Skills

  • Change Management
  • Marketing Strategy
  • Corporate Social Responsibility
  • Social Enterprise
  • Marketing
  • Social Entrepreneurship
  • Public Speaking
  • New Business Development
  • Strategic Planning
  • Product Development
  • Leadership
  • Sustainable Business

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Bruce Herbert — Chief Executive at Newground Social Investment in Seattle, WA, US | Unifers