You are invited to a Zoom webinar!
Responsible Investing for Sustainable, Long-Term Results
Why Attend the Webinar?
Responsible investing involves aligning investments with your personal values. You will learn more about the new wave of investing from our pros over at Weissert & Kakabeeke of Raymond James and Eaton Vance Distributors!
When? Thursday, August 27 - 3:30 PM Eastern Time
Please click the link below to join the webinar:
Passcode: 402123
IMPORTANT: If you haven't already, you'll need to sign up for Zoom in order to join the webinar.
We suggest doing that now so you don't miss the meeting!
Webinar Speakers:
Scott Mackey
Scott Mackey is a vice president of Eaton Vance Distributors and responsible investment strategy specialist for Eaton Vance’s suite of strategies focused on responsible investing, encompassing actively and passively managed U.S. and international equity strategies, fixed-income strategies and asset allocation funds. He is responsible for client and internal communications and insights on investment strategy and portfolio positioning.
He joined Eaton Vance in 2011 and rejoined the firm in 2017. Scott began his career in the investment management industry in 2008. Prior to joining Eaton Vance, he was regional vice president at Provasi Capital Partners. Previously, he was an internal wholesaler at Eaton Vance and MFS Investment Management. Scott earned a B.A. from Berklee College of Music. He holds FINRA Series 6, 7, 63 and 66 licenses
Jeanne Case
Jeanne Case is a Financial Advisor and Wealth Management Specialist with the Weissert & Kakabeeke Retirement and Wealth Management Group of Raymond James.
She works for individuals, families, and small business owners. Her clientele consists of small business owners, blue-collar retirees from many of the factories in the Greater Kalamazoo area, and single women recently widowed or divorced.
Jeanne’s related work experience prior to joining Raymond James includes being a financial advisor with Edward Jones. In addition, Jeanne has over 20 years’ experience in health care including work with Heartland Hospice and management at Three Rivers Health. Jeanne feels her healthcare background is an asset for helping her clients, especially retirees, with their longevity planning.
