Webinar—Tax Management in Ethic Portfolios

March 2022

Included topics

With tax season well underway, many advisors are navigating discussions concerning clients’ 2021 tax impacts. While these conversations taking place right now are critical, at Ethic we believe that a tax-loss harvesting strategy is most effective when ongoing throughout the entire year. Investments can be volatile, and tax-loss harvesting opportunities that present themselves early in a year—much like we’ve seen recently—may fade just a few months later.

Our upcoming webinar will highlight how Ethic’s year-round tax management strategies can help you deliver additional value to your clients. Join us on Tuesday, March 29th at 1:30 PM PST / 4:30 PM EST as we explore how our approach to portfolio management makes it easier to balance your clients’ impact goals, financial preferences, and tax considerations.

Sign up using this link!

Please note: Investments & Wealth Institute® and CFP Board has accepted Tax Management in Ethic Portfolios for 1 hours of CE credit towards the CIMA®, CPWA®, CIMC®, RMA® and CFP® certifications.

CFA Institute allows its members the ability to self-determine and self-report professional learning (PL) credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online PL tracker.

Sources and footnotes

Contributors

Alex Papageorgis is Head of Quantitative Investments at Ethic. He brings nearly a decade of portfolio management experience to the Ethic team, having previously served as a quantitative portfolio manager at Goldman Sachs—a role in which he focused on customized equity portfolios in the smart-beta, tax-efficient, and ESG spaces. Alex also brings experience working on customized solutions for ultra-high net worth individuals, insurance companies, foundations, and large institutions.

Alex graduated summa cum laude from Rensselaer Polytechnic Institute with a double major in mathematics and economics; he also holds an MBA with a specialization in sustainability from NYU Stern School of Business.

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.

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