Investing with Purpose

By Andrea Young on November 24, 2020

We want to thank Sarah Hinman for leading our March 9th Empower Women event,  Investing with Purpose. It’s no secret that COVID-19 altered the world as we know it, including the investment universe. With ESG (environmental, social, governance) investing already trending upward pre-pandemic, this public health crisis and its subsequent economic impact seems to have accelerated this development with no signs of slowing. Sarah discussed  Mission-Aligned Investing™ and talked about key areas that are necessary to understanding the benefits, drawbacks, limits and opportunities with this type of investment.

Sarah Hinman, CPA/PFS, CFP®
Senior Consultant, The Wealth Office®

Sarah provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. She services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Sarah is the chair of the firm’s Mission-Aligned Investing^TM Team. Sarah earned a BS in Accounting from the University of Illinois at Urbana-Champaign and a BA in Fashion Marketing and Management from The Illinois Institute of Art in Chicago. Sarah also earned a Masters of Accounting Science from the University of Illinois at Urbana-Champaign. She is a Certified Public Accountant (CPA)/Personal Financial Specialist (PFS) and is a Certified Financial Planner (CFP®). Sarah also passed the CFA Level I exam. In her free time, Sarah enjoys cooking and fashion and supports a local retailer, Embellish Boutique, with marketing and accounting.

Please enjoy our podcast interview and takeaways from this event.