Bruce Herbert
- Role
- Chief Executive at Newground Social Investment
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Bruce Herbert
Bruce is a pioneer in the field of sustainable impact planning and wealth management…
Experience
Chief Executive
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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