First Affirmative Financial Network
Our approach to portfolio management integrates personal values or institutional mission into an investment strategy tailored to each investor’s situation. Whether one calls it values-based, green, sustainable, or socially responsible investing (SRI), we work with money as a transformative force toward economic and environmentally sustainability. Sign up for our free newsletter here: NOTE: First Affirmative Financial Network is not responsible for the comments and opinions expressed by third-parties. Any such post has been made without First Affirmative’s prior approval or review and does not confer any of First Affirmative’s investment-related authority simply by being posted herein. The use of the “like” button is not a testimonial but only a request for the purpose of following or getting additional information.
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Verified contacts
41
available on Kipplo
LinkedIn employees
44
11 to 50 range
Open roles
—
no listings
Distinct roles
27
indexed titles
Tech stack
2
tools in use
Monthly traffic
170
organic / mo
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Decision-makers and verified team members
41 contacts with verified email or phone · masked until revealed.
- RF
Richard Frankel
Portfolio Manger · Finance & Accounting
EmailPhone - CM
Caryn Mitchell
Reporting Specialist · Finance & Accounting
EmailPhone - GW
Gail Welle
Administrative Assistant Bookkeeper · General Business & Management
EmailPhone - JW
Jennifer Waterman
Remote Business Development Associate · Sales & Business Development
EmailPhone - JH
Jim Horlacher
Investment Advisor · Finance & Accounting
EmailPhone - LH
Laura Harrison
Investment Advisor · Finance & Accounting
EmailPhone - SD
Sarah Driller
Senior Trading Specialist · Finance & Accounting
EmailPhone - GG
George Gay
Chief Executive Officer · Other
EmailPhone - KL
Kathy Lewis
Chief Compliance Officer · Legal
EmailPhone
Showing 9 of 41 verified contacts
Top roles at First Affirmative Financial Network
27 distinct titles indexed · top 10 shown.
- 4investment advisor
- 4investment advisory representative
- 3investment advisor representative
- 2account services specialist
- 2personal financial advisor
- 2reporting specialist
- 1account services, case management
- 1administrative assistant bookkeeper
- 1administrative assistant, bookkeeper
- 1advisor representative
- +17more titles
Sign up to unlock all 41 contacts at First Affirmative Financial Network
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