ES
Eileen Spira
Director Client Services/Operations at Stakeholders Capital
View Eileen's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Director Client Services/Operations
Aug 2011 - Present · 13 years and 5 months
MotherWoman
Board Member
2014 - Present · 11 years
Valley Medical Group
Human Resources
2010 - 2011 · 1 years
Company Details
2-10 Employees
Stakeholders Capital, Inc. is a socially responsible wealth management firm committed to integrating clients’ values with their financial goals. As leaders in socially responsible investing (SRI), we create customized portfolios to meet our clients' financial goals while honoring their values. We offer comprehensive wealth management services including financial planning, investment management, and impact investing expertise. Our strategy combines the best practices of traditional investing with the added focus on social impact. We firmly believe that responsible companies are simply better and smarter investments. Extensive research supports that socially responsible investing offers competitive returns. SRI is the fastest growing segment of the financial services industry. The company selects investments within a framework of comprehensive financial planning and broad-based global diversification. In addition, if clients so choose, extensive knowledge of high-impact and local investing opportunities allows us to offer alternatives to traditional investing for a portion of clients' portfolios. From our offices in Amherst, MA and Santa Monica, CA we serve a global clientele with a shared mission to address environmental, social and governance (ESG) challenges and seize opportunities through the power of their portfolios. We are fee-only and independent. Testimonial Policy Request: The government has strict regulations concerning testimonials on investing advice. Please do not leave any testimonials or endorsements related to any Stakeholders Capital team member concerning investing advice.
Year Founded
2008
Social Media
LinkedinFacebookTwitter
Industry
Investment Management, Other Financial Investment Activities, Finance and Insurance
HQ Location
321 Main Street Amherst, MA 01002, US
Keywords
SRICSRCommunity InvestingImpact InvestingSRI crowdfundingPrivate SRI equity & debtSocial VenturesFinancial Planningwealth managementwealth management services
Discover More About Cleveland Clinic

Find verified contacts of Eileen Spira in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.