A Passion For Healthy Living And Sustainability

Paul Ellis | FA Magazine, May 2016

Summary: This article is part of a continuing series in which Paul Ellis, a well-known advisor and consultant on sustainable investing strategies, interviews industry professionals on the topics of millennials and sustainable investing. What follows is an interview with industry expert Lori Choi, wealth manager and partner at Veris Wealth Partners, a pioneering wealth management firm and recognized leader in sustainable and impact investing.

Talking to people already in this field has been one of the best ways for me to learn and connect. Also, join networks like WISE (Women Investing for a Sustainable Economy) that can introduce you to those people. If you want to work on the asset management side, you still need to get a CFA or an MBA, but you will be that much stronger as an analyst if you have a passion for sustainability as well as the financial background. I feel like there is so much more to come in this industry, this is just the beginning.”