Work with Sonya Dreizler, ESG & impact investing expert, and former financial services CEO.
Sonya helps financial services firms to drive successful rollout and adoption of Impact Investing, SRI, & ESG solutions. She is a former financial services executive with 15 years of experience, including as President & CEO of Protected Investors of America, a Broker Dealer and SEC registered Investment Adviser. For a full bio, click here.
Solutions for Financial Services Firms
Add an Impact Investing or ESG option for your clients.
Market your existing Impact Investing offering to connect with prospects, create enduring client relationships and inspire referrals.
Already offering Impact & SRI? Increase the operational efficiency of your RIA so your financial advisors can spend more time with clients, doing the work they love.
Solutions for Technology & Investment Companies
Expert advisory services for technology and investment management firms offering Impact, SRI & ESG products or services to BDs and RIAs.
Subject matter expertise on Impact Investing, SRI, and ESG, and their adoption in the independent RIA marketplace.
Tailored educational presentations and industry expertise about the current Impact Investing & ESG landscape.