Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.

In our inaugural episode, we highlight Bruce Herbert, founder of Newground Social Investment. Bruce shares his remarkable journey from studying Buddhism in Asia to training on Wall Street, and how he integrates values-aligned investments into his clients’ portfolios. Discover how Bruce’s firm leverages shareholder engagement to drive corporate accountability and sustainability, setting a benchmark in impact investing.

Tune in for a compelling conversation on the evolution of financial advising, the significance of values alignment, and the future of wealth management.