Our Collective Influence

Key areas where our leaders have influence: 

1. Fiduciary responsibility over funds with significant equity holdings of public companies, REITs, hedge funds, venture funds, and/or private equity 
   
   

2. Client relationships with major financial institutions
   
   

3. Explicit responsibility for fiscal stewardship of a state or large municipality including but not limited to oversight over the state or municipality’s bond rating
   
   

4. Issuance and oversight of public debt
   
   

5. Advocacy of state and municipal legislation
   
   

6. Responsibility for the execution of dozens of Economically Targeted Investment programs (ETIs)
   
   

7. Responsibility for financial literacy and financial wellness programs
   
   

8. Responsible for savings vehicles (529’s and ABLE accounts)
   
   

9. Ex-officio seats on a wide array of boards and commissions