facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Responsible Investing for People,

Planet, and Profit

Wednesday, November 19, 2025

12:30-1:15pm Fireside Chat


Please RSVP below by November 12, 2025


Discussion Topics:

  • What investment returns can I expect from a sustainable portfolio?

  • How does a sustainable and responsible portfolio differ from a traditional portfolio?

  • What positive social environmental impact can I expect from a sustainable portfolio?


Presenters:


Lenore Reiner, CFP, CSRIC
Vice-President for Sustainable Investing
Senior Responsible Investment Strategy Specialist

Lenore Reiner is a vice president and senior responsible investment strategy specialist for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global markets. She is responsible for the 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. Lenore is responsible for client and internal communications and insights on investment strategy and portfolio positioning. She joined Calvert Research and Management in 2017.

Lenore began her career in the investment management industry in 2004. She has been affiliated with the Eaton Vance organization since 2017. Before joining the Eaton Vance organization, she was director of national sales and marketing at Motley Fool Asset Management. Previously, she was a regional vice president with Calvert Investments and was affiliated with Investors Group Financial Services Inc. in Canada as a financial advisor.

Lenore earned a BES Honours, summa cum laude, from York University. She holds the Chartered Financial Planner (CFP) and Chartered SRI Counselor (CSRIC) designations, and FINRA Series 6, 7, 63 and 24 licenses.


William Bruno
Vice-President for Sustainable Investing
Sandbox Financial Partners

William Bruno is a VP, Sustainable and General Investing and Planning at Sandbox Financial Partners. He has worked as a financial advisor for over 18 years and has developed a deep understanding of sustainable (ESG) investing. His expertise and knowledge in the world of socially responsible and impact investing adds an important and growing niche to Sandbox and its client’s investing interests. Will has also served on the Episcopal Diocese of Washington's Committee on Socially Responsible Investing.  In addition he has also published several articles on sustainable and impact investing, most recently in Kiplinger.com.  Will and his two sons live in Bethesda, MD.

Prior to his career in finance, Will worked as a legislative assistant to former Congressman Gerald D. Kleczka, (D-WI).  He then worked for several national associations, including American Psychiatric Association and the American Association of Homes and Services for the Aging (AAHSA) where he worked as Director of Legislative Affairs.  AAHSA represents not for profit and faith-based long term care providers.



Please register below for the Webinar.


For additional information on sustainable and impact investing,

see the Sandbox Sustainable Page.


This event is provided to attendees for information purposes only and is not intended to be investment advice or a recommendation to take any action with respect to your portfolio.