Podcast: Play in new window | Download
This month we welcome Hillary Sunderland, Chief Investment Officer (CIO) at Beacon Wealth Consultants to talk about the responsibilities of her role, and how a CIO can support you and your financial advisor. In addition to managing portfolios, Hillary will also be writing regular market commentaries to keep our clients up to date on the important things happening in the economy here and abroad.
Hillary graduated magna cum laude from Bucknell University with a Bachelor of Arts degree in economics and earned the Chartered Financial Analyst® designation in 2009. Shortly after graduating from college, she was deeply impacted through studying what God’s word says about handling money and saw the need to take the message of stewardship, financial literacy and responsible investing to others. Hillary has co-led numerous small group studies focused on biblical financial principles and most recently was the co-founder of a firm focused on biblically responsible investing (BRI).
She has served as a portfolio manager covering the construction of faith-based and socially responsible investment portfolios, taxable and municipal bond ladders and managed client accounts at another nationally-recognized firm. These skills, coupled with her passion for biblically responsible investing, have equipped her for her present role of leading the investment strategies of Beacon Wealth Consultants and giving investors a louder voice in the marketplace as they align their investments with their values.
If you have questions for Hillary, please email email@example.com.