Bud Sturmak CFP®, AIF®

Partner | Co-CIO

Bud is responsible for the firm’s investment platform, including oversight of asset allocation, investment manager selection, and the design and implementation of our ESG (Environmental, social and governance) integrated strategies. He has deep institutional knowledge and is a thought leader in the field of sustainable and responsible investing and was a contributing author to two books, Evolutions in Sustainable Investing, and Sustainable Investing: Revolutions in Theory and Practice. Bud is a Certified Financial Planner™ practitioner providing financial planning and investment management solutions for individuals, families, and retirement consulting solutions for non-profit organizations and corporations. Bud is a passionate advocate for ESG integration, often writing, speaking and engaging with advisors and investors on the benefits of ESG.