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Regional Sales Director-Mid Atlantic July Business Services
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Nova 401(k) Associates
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Stones River Consulting
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Regional Sales Director-Heartland July Business Services
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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Independent Retirement
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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EPIC RPS
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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Daybright Financial
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Director of Regulatory Operations and Compliance PCS Retirement
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Relationship Manager – Defined Contributions Daybright Financial
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Spectrum Pension Consultants (part of Daybright Financial)
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Brief Analysis of Socially Responsible Investing
National Center for Policy Analysis [NCPA]
[Opinion] May 11, 2009
Excerpt: Socially responsible investing (SRI) is the practice of choosing stocks, bonds or mutual funds based on political, religious or social values. This investment strategy can be hazardous to an individual's portfolio, and if followed by state and local employee pension funds can adversely affect thousands of people's retirement incomes.
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