Wealth management for individuals,
families and private foundations seeking
market performance and social gain.

By Stephanie Cohn Rupp

George Floyd was murdered by a white police officer on May 25th, 2020–just a few days before the anniversary of the Tulsa Massacre on June 1st. On that day in 1921 a white mob attacked, burned and bombed Tulsa’s Greenwood District; a thriving Black business area known as Black Wall Street. Hundreds of Black Tulsans were murdered and over thirty-five city blocks of homes and businesses were destroyed. Overnight, one of the most prosperous Black communities in the nation was reduced to ash and rubble.

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By Pat Addeo and Karen Walls

Our shareholder proxy engagement initiative with Aperio and As You Sow this 2020 – 2021 proxy season once again demonstrated that engagement with corporations on ESG issues is an effective tool for bending the arc of capitalism to benefit all stakeholders. This year was a transformational year and shareholders took little time to address issues concerning COVID-19 and the social justice and wage inequities many in our country experienced. The Trump administration also proposed and then enacted changes to the SEC shareholder engagement Rule 14a-8 before the election of a new administration.

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By Michael Lent, Roraj Pradhananga, & Casey Verbeck

Community wealth building solutions aim to help address racial and gender discrimination and spread prosperity while ensuring sustainable economic growth in historically marginalized and under-resourced communities.

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