Hello, my name is Bernardo Soriano and I serve as a vice president in the Financial Services Department at Gregory FCA. In honor of Asian American and Pacific Islander (AAPI) Heritage Month, I have shared my responses to the questions below, reflecting on my...
Among the Hispanic and Latino communities, resources are often limited when it comes to managing finances. Learning how to create a budget, save and invest doesn’t tend to be seen as a high priority. Unfortunately, financial advice is a foreign concept, believed to be...
Investors, fund managers, financial advisers and leaders across the global impact investing community met recently in Philadelphia for the Total Impact Summit 2022: Investing for New Economies. The two-day summit took place at a pivotal moment for the impact movement...
As someone who self identifies as a white female, talking about diversity, equity and inclusion (DEI) is a privilege that I don’t take for granted. I feel like I started life on second base. Why do I think that? I’ve never been questioned in a job interview about...
