My guest today, Greg Wendt is a SoCal native and first discovered the notion of sustainable development in the late 80's. Since then Greg has been passionate about applying his considerable gifts in fields of economics, business and sustainable and responsible investing. Greg gained a wealth of expertise and experience at Smith Barney, Dabney/Reznick (now Imperial Capital), UBS, Prudential Securities and EP Wealth Advisors. Greg is now Senior Wealth Advisor heading the west coast effort of StakeHolders Capital, a boutique registered investment advisory firm specializing in Impact Investing and Wealth Management.
Greg is on the steering committee member of the California Economic Summit and co-chair the Capital Action Team and a member of California Financial Opportunities Roundtable, a select group of experts convened by the San Francisco Fed and the Obama Administration to increase Impact Investing in California.