Description Log in to mark as a favorite
More than a few advisors have thought about faith-based investing over the years but still struggle to practically implement it in their own practices. This session will help advisors learn how to move from inspiration to getting started with a repeatable investing process to use with their clients. If you want to get off the sidelines and into the action, this panel will equip you with practical steps to begin moving forward with faith-based investing.
About the Speakers
Luke Bolton
Kingdom AdvisorsLuke Bolton serves as Executive for Strategic Relationships at Kingdom Advisors where he focuses on institutional relations and faith-based investing. Luke began working in the financial services industry at Securian Financial's corporate headquarters and then as Director of Operations at WaterRock Financial where he supported a team focused on generosity and investing for impact. Luke supported the LPL/Kingdom Advisor Community as they developed a set of faith-based investing models that were launched in 2022. He continues to support industry leaders and large firms as they engage with faith-focused financial advice and investing.
Tim Macready
Brightlight, an EverSource Wealth Advisors TeamTim Macready is a Certified Investment Management Analyst® and has passed advice examinations in both Australia and the United States. As Head of Global Multi Asset Investing for Brightlight, Tim works with faith-based and values-driven investors to help them explore and implement practical steps. Tim graduated from Macquarie University (Sydney, Australia) with a Bachelor of Commerce in Actuarial Studies, and then completed his Master of Divinity through the Australian College of Theology. His work in faith-driven and impact investing has gained global recognition, with his portfolios and research receiving awards both in Australia and globally.
Hillary Sunderland
Beacon Wealth ConsultantsHillary Sunderland serves as Chief Investment Officer at Beacon Wealth Consultants. Prior to joining Beacon Wealth Consultants, she served as Chief Investment Officer at a federally registered investment advisor with over $1 billion in assets under management. She has also served as a portfolio manager covering the construction of taxable and municipal bond ladders and managed client accounts at Aris Corporation, a division of AssetMark. This experience, coupled with her passion for biblically responsible investing, has equipped her for her present role of leading the investment strategies of LightPoint Portfolio Solutions.
Rich Young
Young & AssociatesRich Young, CKA® is President of Young & Associates, a Private Wealth Advisory practice of Ameriprise Financial Services, LLC. Rich has served at Young & Associates since 1992. He also assists CFAN ( Christian Financial Advisor Network ) within Ameriprise and the Biblical Responsible Investment platform offered for advisors to serve clients. Rich and his wife, Julie, live in Mt Pleasant, SC and have 7 children.
© 2024 Kingdom Advisors | Privacy Policy | Cookie Policy | Terms of Use
