Impact Investing Success Story: Making Investing with Our Values Accessible for Both Advisors and Investors | In Conversation with Catherine Berman of CNote

Over the past year a number of people have asked me, “do you know Cat Berman?” and I didn’t know her…until recently. I ran into her at a conference in March and, as predicted by our mutual acquaintances, we hit it off immediately. Catherine, “Cat” Berman is the co-founder, and CEO of CNote, an impact savings platform. Today I’m thrilled to share an impact success story from CNote. Read on for this inspirational story of a product from a cancer patient turned inventor. 

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