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April 21 @ 6:00 pm - 8:00 pm
This program has been cancelled. Learn more
Climate change. Gun control. Gender Diversity.
Many people feel passionate about environmental, social, and other goals. Most people save and invest to earn an attractive return on investment. How do you align your social goals with your financial goals?
“Investing with Impact” seeks to identify investments made with the intention of generating measurable, positive social and/or environmental impact alongside a financial return. Financial advisors Pat Morrow, CRPS, CDFA, and Karl Mergenthaler, CFA, of The Morrow Group at Morgan Stanley will discuss practical and actionable ways to integrate social and environmental goals into your investment decisions.
RSVP appreciated below.
Patrick Morrow is an experienced financial advisor with more than 15 years of experience working with high net worth individuals, corporations, and not-for-profit entities. Pat is a Certified Divorce Financial Analyst with the knowledge to help individuals navigate the complex financial aspects of divorce often working in collaboration with mediators and attorneys. Further, Pat attended UCLA Anderson School of Business in collaboration with the Retirement Advisor University to become a Certified 401(k) professional. Pat holds a B.A. from Fairfield University.
Karl Mergenthaler is a financial advisor in the Westport office of Morgan Stanley. In his 20+ years of experience in financial services, Karl has worked with some of the most sophisticated investors in the world. Karl works with a number of high net worth individuals, family-owned businesses, and not-for-profit entities. Karl has earned the Chartered Financial Analyst (CFA) designation. Karl holds an MBA from Columbia Business School, where he is currently an Adjunct Professor.