Investors want ‘more personalization’ when it comes to ESG
Holly Mazzocca,of Bartlett Wealth Management.
Greenwashing scared off many investors but advisor says the key is helping clients gain a deeper understanding of what matters to them.
Is the controversy and skepticism around environmental, social and governance investing finally easing? Holly Mazzocca of Cincinnati-based Bartlett Wealth Management, one of the oldest RIAs in the country, believes it is.
Despite the controversies that have dogged ESG investing strategies, she sa
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