Sylvia Global Media Network

Wealth Psychology, with Emily Bouchard & Dr. Jamie

Tune in to this and other Wealth Psychology Episodes

Tuesday, Oct. 22nd 2013 at 8-10am

This is an online event.

Impact Investing: What you Need to Know with Deb Wetherby

Along with charitable and philanthropic giving, more and more people are becoming interested in "Impact Investing" - where you invest your money in intentional ways that express your values. Impact investing, also known as "socially responsible investing", is in greater demand, and there are more ways than ever before to have your dollars make a positive difference while also making a decent return on your investment.

Over the last five years there has been a rapid increase in interest in this approach to investing and on our Wealth Psychology show this Tuesday, Oct. 22nd, we will be exploring the ins and outs of impact investing with seasoned strategist and wealth advisor, Deb Wetherby of Wetherby Asset Managment.

During her interview, we will cover:

  • What exactly is impact investing and what we need to know about it.
  • Examples of how an investmet can be good for you and have an impact.
  • How to best bring impact investing into your overall portfolio
  • How to talk with your advisor about including your values in your investment strategy

About Our Guest: Deb Wetherby

Deb Wetherby is Chief Executive Officer, Shareholder and Wealth Manager

Deb founded Wetherby Asset Management in 1990 to serve clients with objectivity, integrity and thoughtfulness. Passionate about both investing and serving clients, she is integrally involved in the firm's investment process as well as working on investment and planning issues for some of the firm's more complex clients. Previously, Deb worked at Morgan Stanley in Private Client Services and in the Audit and Management Consulting departments at Price Waterhouse.

Deb holds an MBA from the University of California, Berkeley and a BS in Commerce from the University of Virginia. She is a Certified Public Accountant (inactive), a Chartered Financial Analyst and a CFP®. She has been honored over the years in numerous ways including Top 50 Women in Wealth Management, Top 50 Fee-Only RIAs, and Top 50 Wealth Management RIAs. Deb loves to teach and has spoken and taught on topics ranging from graduate level finance courses to the collective power of women helping women.

Deb is committed to making a difference in the world and is active in several community organizations, including current or prior service on the Marin Community Foundation, the Advisory Board for the Center for Public and Nonprofit Leadership at the Haas School at UC Berkeley, BRAC USA, the National Endowment for Financial Education, and the UC San Francisco Foundation. In addition to spending time with her three children and three grandchildren, Deb enjoys hiking, skiing, reading, and ceramics.

Leaving a Positive, Lasting Legacy with guest Michael Palumbos
wealth psychology interview with Emily Scott Pottruck and Deb Wetherby