Barrett Asset Management Hosts Thought Leadership Series
Charlie Szoradi to Present, "Sustainability: Impacting the Planet, People and Profits" at Wealth Management Firm Event in NY and CT
NEW YORK, Oct. 17, 2018 /PRNewswire-PRWeb/ -- Barrett Asset Management, LLC is pleased to host an engaging presentation featuring entrepreneur, inventor, architect and author, Charlie Szoradi. The presentation will be given at two different venues in New York City and Greenwich, CT.
As the world continues to be increasingly crowded and competitive, leading companies are recognizing that being sustainable is more than an environmental gesture—it makes long-term economic sense for the business and its stakeholders. Evidence continues to mount that a company's environmental, social and governance performance has an impact on long-term business success. Barrett highlights their event with Charlie Szoradi to share knowledge, build awareness and continue the dialog on the topic of sustainability.
"How companies choose to integrate environmental, social and corporate governance factors into their business strategies is becoming an increasingly important investment decision that affects a company's profitability, performance and ultimately the return to shareholders," said Bob Milnamow, President and Chief Investment Officer at Barrett.
Guest speaker, Charlie Szoradi, is a passionate advocate of sustainability-related initiatives. As an entrepreneur, Charlie has pioneered groundbreaking clean energy intelligent products and services. Through his interactive presentation, he will share his experiences and the lessons he has learned from travels around the world, his current role as CEO of an LED lighting company, as well as offer insights into emerging sustainability trends.
Wells Beck, Managing Director and Director of Research at Barrett said, "We are pleased to have Charlie provide his compelling thought leadership on current and emerging topics in the field of sustainability. We believe that our clients and friends in the audience, in addition to learning about this issue, will be given ideas about how to make an impact in small and large ways in their own lives. The presentation is timed to align with our focus on enhancing our resources on behalf of clients to help evaluate and integrate different impact investing research tools to inform the investment decision-making process."
During its eighty-year history, Barrett Asset Management has helped its clients cultivate their wealth through deep, long-term client relationships that are the hallmark of the firm. The firm has successfully managed clients' assets across generations and through varying economic cycles. Chairman John D. Barrett II said, "Our focus on personalized service and commitment to achieving financial results for our clients has never wavered. This has been the foundation of our firm's past success and gives us optimism about the future."
About Barrett Asset Management
The firm's vision, mission and purpose are to create tailored investment and wealth solutions for the high-net-worth individuals and families, trusts, and non-profit institutions it serves by offering independent thinking and investment management strategies to support their increasingly complex financial lives.
Since 1937, Barrett has been putting its clients first—working to help each of them achieve their goals and aspirations. Barrett is an independent, multi-generational investment advisor whose professionals pride themselves on their accessibility, hold an unwavering commitment to addressing client's needs and are jointly responsible for portfolio management, wealth planning and client contact. In 2015, the firm was recognized as a "Top Financial Adviser" by the Financial Times. Additionally, Barrett was the recipient of the "Best for Growth Equity Strategy—USA" and "Innovators in Asset Management Services" Awards by Wealth & Finance International Magazine. In 2014, Barrett was named "Best HNWI-Focused Investment Advisory Firm of the Year—New York" and was the recipient of the "Most Client Focused Managing Director of the Year—New York" Award by Wealth & Finance International Magazine. Barrett is a New York-based registered investment advisory firm with more than $1.9 billion under management. Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen or experience. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. To learn more about Barrett, please visit http://www.barrettasset.com and to review the firm's Disclosure documentation, please click http://www.barrettasset.com/pdfs/Awards.pdf.
SOURCE Barrett Asset Management
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