The Year Ahead at Ethic: 2024
Tuesday, January 23, 2024
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January 2024
The Year Ahead at Ethic: 2024
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The Ethic team has been hard at work on expanding our offering for our valued clients, so naturally we asked some of them about what they're excited for in 2024.

by, Travis Korte, Alex Acosta, Liz Alexander, Kelly Mahoney, and Palmer Avisto

Our team is fortunate enough to speak to 100s of advisors and end clients every year. And we are looking forward to another year of serving that community. 2024 promises to be an exciting time for those working in the world of personalized sustainable investing, and we’re aiming to help our community stay ahead of the curve. 

We hosted a few members of our team in our studio to share their insights into what’s around the corner at Ethic and in the wider impact investment landscape. 

Palmer Avisto, senior associate of investment operations, offers insight into what her team has in store for 2024. 

Product Manager Liz Alexander gives a preview into what she’s looking forward to this proxy season.  

Chief Compliance Officer Alex Acosta weighs in on what regulatory developments that advisers should keep an eye on in 2024.

Associate Director of Sustainability and Data, Travis Korte extrapolates on what 2024 may have in store in the realm of sustainability. 

Kelly Mahoney, director of growth, shares what she’s looking forward to in 2024 as Ethic continues to support a growing community.

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Sources and footnotes

 Ethic Inc. is a Registered Investment Adviser located in New York, NY. Registration of an investment adviser does not imply any level of skill or training. Information pertaining to Ethic Inc’s registration or to obtain a copy of Ethic Inc.’s current written disclosure statement discussing Ethic Inc.’s business operations, services and fees is available on the SEC’s Investment Adviser Public Information website – or from Ethic Inc. upon written request at Information provided herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Any subsequent, direct communication by Ethic Inc. with a prospective client shall be conducted by a representative of Ethic Inc. that is either registered or qualifies for an exemption or exclusion from registration in the state where a prospective client resides. Information contained herein may be carefully compiled from third-party sources that Ethic Inc. believes to be reliable, but Ethic Inc. cannot guarantee the accuracy of any third-party information.

Ethic Inc. does not render any legal, accounting, or tax advice. Ethic Inc. recommends all investors seek the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. ALL INVESTMENTS INVOLVE RISK, ARE NOT GUARANTEED, AND MAY LOSE VALUE. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY.


Kelly Mahoney is Director of Growth at Ethic. Kelly works closely with Ethic’s clients and internal team to enhance the client experience, with a focus on product marketing, go-to-market strategies, advisor education, and operations. Kelly joined the Ethic family in 2018 and has close to 10 years of experience working in various roles across the financial services space.

Alex Acosta is Ethic's chief compliance officer. She holds a BBA from Florida International University and a JD from Fordham Law School. Throughout her career, she has worked in various legal and compliance positions within the asset management industry. Alex is licensed to practice law in New York.

Liz Alexander previously worked as a trade coordinator at Wellington Management in Boston, MA supporting equity, commodity, and derivatives trading and operations. Graduated from Northeastern University with a B.S. in Business Administration, concentrating in finance and accounting. CFA Charterholder.

Travis Korte is the associate director of Sustainability Research & Data at Ethic. Previously, Travis organized civic-minded technologists at Hack for LA and advised a wide range of clients on data science, data policy, and quantitative methods. You can follow him on Twitter at @traviskorte.

Palmer Avisto grew up in Chattanooga, TN. She started her career at UBS supporting the Fixed Income desk in Nashville. In 2018, she moved to New York where she supported trading (& occasionally sales) for 3 years before transitioning to wealth management. There, her professional passion re-emerged when learning about entire segments dedicated to sustainable investing, women, social & environmental issues, and the list goes on. In a time so defined by change, she is thrilled to be aligning her personal passions with her background in Ops at Ethic.

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