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Finny Kuruvilla

AC21 Workshop- The Winsome Mission of Financial Advice

About the Course

In many circles, Wall Street and financial advisors are not viewed favorably. Many people – and potential clients – view the profession as one of greed, selfishness, and profit above people. Financial advisors have the opportunity to change that image and gain social capital by showing the public the potential for good that is inherently a component of faith-based wealth management. In this session, Dr. Finny Kuruvilla examines wealth management as a means of contributing to the improvement of society. Dr. Kuruvilla will demonstrate how the financial planning process can lead to outcomes allowing the client to make a positive impact in the world through their financial resources. 

About the Speaker

Finny  Kuruvilla

Finny Kuruvilla

Eventide

Finny Kuruvilla, MD, PhD, serves as a Co-Chief Investment Officer, Senior Portfolio Manager for Eventide’s strategic growth strategies and healthcare & life sciences strategies, a Managing Director for Eventide Ventures, as well as Founding Member of Eventide. Dr. Kuruvilla has a unique background in healthcare, statistics, and investing. Concurrent with his early years at Eventide, he was a Principal at Clarus Ventures, a healthcare and life sciences venture capital firm subsequently acquired by Blackstone. Earlier in his career, Dr. Kuruvilla was a postdoctoral research fellow at the Broad Institute of Harvard and MIT, where he led the development of a new microarray between the Broad Institute and a publicly-traded company Affymetrix. Prior to his investing career, Dr. Kuruvilla was resident, chief resident, and fellow at the Brigham and Women’s Hospital and Boston Children’s Hospital.

Dr. Kuruvilla holds an MD from Harvard Medical School, a PhD in Chemistry and Chemical Biology from Harvard University, a SM in Electrical Engineering and Computer Science from MIT, and a BS in Chemistry from Caltech.

Continuing Education

Accepted for CE Credit

Hours: 1
Designations: CKA®, CFP®, IMCA, PACE, FPSC, Institute, Insurance
Minimum  Passing Grade: 80%