StakeHolders CapitalAddress: 321 Main ST
Town: Amherst, MA 01002
Telephone: (888) 785-4537
Web site: http://stakeholderscapital.com/
Stakeholders Capital is a full-service investment management firm committed to integrating your values with your financial goals. Our team provides comprehensive financial planning and exceptional service.
We combine traditional investment strategies with an in-depth knowledge of socially responsible investing.
Our investments are carefully selected within a sophisticated framework of broad-based global diversification. Stakeholders Capital also provides access to high-impact, private and local investment opportunities to complement traditional investing.
Our Amherst-Based Team
Andrew Bellak, Founder and CEO
Andrew leads the firm with a sophisticated understanding of capital markets, entrepreneurship, and private investing, coupled with expertise in socially responsible asset management. Andrew serves as lead advisor on the east coast. He is an active member of the sustainable business community and is an expert on local investment opportunities.
Terry Mollner, Chairman and Co-Founder
Terry is an industry pioneer, innovator and one of the creators of the first comprehensive set of screens for socially responsible investing. He helped found Calvert Social Investment Funds, the largest family of ethical funds, and sits on their Board of Directors, as well as the board of Ben & Jerry's Ice Cream.
Terry applies his industry knowledge and expertise on global trends and opportunities in the SRI world to Stakeholders Capital.
Eileen Spira, Director of Client Services and Operations
Eileen brings extensive experience and knowledge of organization and management to her work with clients. She supports them in the pursuit of their financial goals and oversees the business systems and software relating to reporting, customer relationship management, and processes that increase efficiency and maximize client service.
When you are ready to discuss your financial future please give us a call. Thank you.