George Gay

George Gay

CEO at First Affirmative Financial Network

Role
Chief Executive Officer at Formative
Location
Colorado Springs, CO, US
LinkedIn followers
500 followers

About George Gay

I have worked at First Affirmative Financial Network since 1986, serving as the CEO since First Affirmative is a leading provider of professional services to investment professionals who focus on socially responsible investing, sustainable investing, ESG investing and/or Impact Investing. Through our managed account service, Sustainable Investment Solutions TM, we currently manage roughly $1 Billion for clients around the country. Our team has produced and hosted The SRI Conference on Sustainable, Responsible and Impact Investing (FKA SRI in the Rockies), the annual meeting of the industry for 30 years. We are preparing for a smaller, advisor-focused event to be held at The Broadmoor Hotel in Colorado Springs, CO October 10-12, 2021.Specialties: Social Responsible Investing, Sustainable Investing, Transformative Investing, Conference Logistics and Planning, Practice Management

Experience

  1. Chief Executive Officer

    Formative

    Nov 1986 — Present · Colorado Springs, CO, US

    First Affirmative provides Sustainable Investment Solutions (TM) to socially aware investors through a nationwide network of over 120 investment professionals. First Affirmative also produces and hosts the annual industry conference The SRI Conference on Sustainable, Responsible and Impact Investing,(FKA SRI in the Rockies).

Education

  • Carlson High School

    High School Diploma

    1966 — 1970

  • United States Military Academy at West Point

    BS, National Security & Public Affairs

    1970 — 1974

Skills

  • Sustainable Investing
  • Practice Management
  • Socially Responsible Investing
  • Investments
  • Asset Managment
  • Investment Advisory
  • Asset Allocation
  • Wealth Management
  • Mutual Funds
  • Retirement Planning
  • Portfolio Management
  • Corporate Social Responsibility
  • Strategic Financial Planning
  • Alternative Investments
  • Investment Strategies
  • Sustainability
  • Financial Advisory
  • Retirement
  • Securities
  • Investor Relations
  • Entrepreneurship
  • Sustainable Investment
  • Strategy
  • Corporate Finance
  • Asset Management
  • Financial Markets
  • Equities
  • Series 7
  • Investment Management

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