Volume 2 | April 14th, 2021

SPEAKER
SERIES
WEDNESDAY @ 3 pm
EBONY PERKINS
Director of Investor Relations

Ebony Perkins is a dedicated, solution-oriented social entrepreneur whose heartbeat is community. She has a demonstrated ability of working with investors and philanthropists to help them make smart and strategic decisions.
Ebony manages a 7-person team that helps groups and individuals invest funds in a socially responsible financial institution that supports communities of all kinds, especially those underserved by conventional lenders.

Join us for a discussion on creating economic opportunity for underserved communities through banking.

  • Executive Certificate: Financial Planning, Duke University
  • MPA - Masters in Public Administration, UNC Chapel Hill
  • BS - Marketing, Claflin University
BEYOND 2021

The pandemic, social unrest and political distress of 2020 pushed our clients to question the environmental, social and governance affects of their investing choices. Our clients also became more intentional with their philanthropy. So did we.

Doug (right) and I (left) are excited about giving our clients the opportunity to invest in the spirit of the Principles of Responsible Investment while still targeting portfolio performance.

If your financial adviser/planner hasn't spoken with you about "sustainable and responsible investing" (SRI), schedule a conversation with us here.
LAST MONTH'S FEATURE
Click to the right to view our last Zoominar with Dr. David Miller of George Mason University's Center for Innovation & Entrepreneurship.

And click HERE to attend this week's.