Gabe Rissman

Gabe holds a B.S. in computational astrophysics from Yale. He also led Yale's fossil fuel divestment movement and student-managed Socially Responsible Investing fund, which became the first-ever student investment fund to file under his leadership a shareholder resolution. Gabe is a WealthManagement.com 2022 Ten to Watch, is a board member of the Intentional Endowments Network, is a member of the Adasina Social Justice Index Committee, was named 30 under 30 in Socially Responsible Investing, and has published academic papers on ESG investing.

EP 22: The PAX Principles: Darryl Lyons, CEO, on building his firm with intention and incorporating Biblically Responsible Investing
Podcast - YourStake, Your Story

EP 22: The PAX Principles: Darryl Lyons, CEO, on building his firm with intention and incorporating Biblically Responsible Investing

Gabe Rissman speaks with Darryl Lyons, CEO and co-founder of PAX Financial Group, a firm that has grown to 25 employees managing $700 million in Assets.
How Financial Planners Are Using AI - Q/A with Gabe Rissman on the FPA’s Smarter Planner Podcast
Practice Management

How Financial Planners Are Using AI - Q/A with Gabe Rissman on the FPA’s Smarter Planner Podcast

Gabe Rissman, shares insights on the FPA’s Smarter Planner Podcast on current and future AI applications for financial advisors, from automating manual tasks to delivering personalized portfolio analysis. Learn how to thrive as an AI-powered planner in a rapidly evolving industry
EP 21: The Queen Bee of ESG: Paula Glick on Honeytree's Disciplined, Integrated Approach
Podcast - YourStake, Your Story

EP 21: The Queen Bee of ESG: Paula Glick on Honeytree's Disciplined, Integrated Approach

Get to know Paula Glick, co-founder of Honeytree Investment Management, one of the few female-founded ESG asset managers. Paula shares her journey to starting Honeytree and their pioneering approach, deeply integrating environmental, social, and governance considerations with an intentional focus on net positive impact.
6 months of Advisor Core: An update from co-founder, Gabe Rissman
Practice Management

6 months of Advisor Core: An update from co-founder, Gabe Rissman

Gabe Rissman shares an update on the growth of our achievements of AI OCR technology for statement extraction and portfolio analysis for financial advisors.
Ep 20: Hospicing the Old, Midwifing the New: Building the Financial Future with Angela Barbash, CSRIC, CoFounder & CEO at ReValue Investments
Podcast - YourStake, Your Story

Ep 20: Hospicing the Old, Midwifing the New: Building the Financial Future with Angela Barbash, CSRIC, CoFounder & CEO at ReValue Investments

Delve into the pioneering journey of Angela Barbash, co-founder and CEO of ReValue, as she navigates the evolving landscape of impact investing and her role in challenging the status quo.
Ep 19: Harnessing unique data to develop competitive advantages with Bill Davis, Founder & Portfolio Manager at Stance Capital
Podcast - YourStake, Your Story

Ep 19: Harnessing unique data to develop competitive advantages with Bill Davis, Founder & Portfolio Manager at Stance Capital

Bill Davis joins Gabe Rissman on this episode to share his experience of consistently leveraging unique datasets to power positive impact as well as discuss how he builds portfolios that allow for values alignment without sacrifices and why ESG investing is going through the pimply teenager stage of life.
AI is changing what Financial Advisors will look like in 5 years, here's why.
Practice Management

AI is changing what Financial Advisors will look like in 5 years, here's why.

Most Advisors I talk with recognize that some change is coming with AI, but don’t yet have clear pictures of what the next 5 months, let alone 5 years will look like. Here's my take.
Ep. 18 From JP Morgan to Eden Financial: A Journey of Entrepreneurship and Impact
Podcast - YourStake, Your Story

Ep. 18 From JP Morgan to Eden Financial: A Journey of Entrepreneurship and Impact

Nycole Freer joins Gabe Rissman on this episode to share her experience opening her own practice and also recently writing a book focused on starting good money habits.
Ep. 17  Achieving Sustainability with System Change Investing
Podcast - YourStake, Your Story

Ep. 17 Achieving Sustainability with System Change Investing

Gabe interviews Frank Dixon, the creator of System Change Investing.
ESG Scores among investors’ top complaints
ESG data

ESG Scores among investors’ top complaints

ESG scores are vastly inconsistent. It’s the number one complaint global investors have with ESG data. We explore ways to get past the ESG score dilemma.
Earth Day Special! Ep. 16 - Are your portfolios tobacco free? - ft. Rebecca Brown CFP, of Tobacco Free Portfolios
Podcast - YourStake, Your Story

Earth Day Special! Ep. 16 - Are your portfolios tobacco free? - ft. Rebecca Brown CFP, of Tobacco Free Portfolios

On this Earth Day Special of our podcast, Rebecca Brown CFP, the USA Director of Tobacco Free Portfolios shares a presentation on the environmental and financial impacts of staying invested with Tobacco in portfolios.
ESG-labeled Funds: What’s behind the label?
Practice Management

ESG-labeled Funds: What’s behind the label?

ESG-labeled funds are available from nearly all of the largest asset managers like Blackrock, Vanguard and Fidelity. While they have contributed to strong ESG investment growth, they often lack the targeted ESG strategies that make smaller firms more impactful.
Ep. 15 - Being financial activists
Podcast - YourStake, Your Story

Ep. 15 - Being financial activists

In this episode of Your Stake Your Story, we are joined by Maureen Maguire, CFP, AIF, and Vanessa Jilot, CFP, CRPC, the founders of Terra Blue Wealth Management, an ESG-only wealth management firm.
Institutional vs Retail Investors: Who’s driving ESG investment?
Practice Management

Institutional vs Retail Investors: Who’s driving ESG investment?

Compared to retail investors, institutional investors dominate sustainable and ESG-linked investing. Here’s what ESG-minded retail investors should know about institutional investors’ approach to ESG.
Ep. 14 - How aware of investment harm are you?
Podcast - YourStake, Your Story

Ep. 14 - How aware of investment harm are you?

Hear Marco Vangelisti, CFA, Founder of EK4T and Founding member of Slow Money, share his experience in shifting to 100% aware and no-harm investing.
7 useful ESG investment strategy definitions for explaining your approach
Practice Management

7 useful ESG investment strategy definitions for explaining your approach

Communicating ESG investing strategies is important to ensure alignment between clients’ aims and portfolio outcomes. Here are the most common ESG investing strategy categories.
How will the EU’s Sustainable Finance Regulations Influence the US SEC?
Next era in ESG investing

How will the EU’s Sustainable Finance Regulations Influence the US SEC?

The EU’s Sustainable Finance Action Plan has the world’s most comprehensive regulations for market participants. Could the US SEC take a similar approach in the future?
Why ESG issues are long-term risk considerations
Next era in ESG investing

Why ESG issues are long-term risk considerations

ESG issues are important for reducing long-term investment risks. Learn how ESG risks can influence investment risk appetites.
Gabe Rissman’s predictions for ESG and Values-Based Investing for 2023
Practice Management

Gabe Rissman’s predictions for ESG and Values-Based Investing for 2023

Read what co-founder Gabe Rissman’s thoughts are on what Advisors should expect for ESG and Values-Based Investing in 2023.
Ep. 13 - How to serve a diverse set of clients and advisors through strong manager due diligence
Podcast - YourStake, Your Story

Ep. 13 - How to serve a diverse set of clients and advisors through strong manager due diligence

In this episode, Gabe Rissman talks with Fabian Willskytt, Associate Director at Align Impact on important ESG topics
Ep. 12 - An often overlooked mega-trend: Alternative Proteins
Podcast - YourStake, Your Story

Ep. 12 - An often overlooked mega-trend: Alternative Proteins

Gabe Rissman talks with Elysabeth Alfano, CEO, VegTech Invest about how alternate proteins could be the next biggest sector of investment for ESG.
Ep. 11 - How beekeeping brought me into ESG investing
Podcast - YourStake, Your Story

Ep. 11 - How beekeeping brought me into ESG investing

Hear from Jonathan Kvasnik, ChFC tenured Finacial Advisor of BankCherokee on why beekeeping brought him into ESG investing.
Ep 10. Using an AND approach to creating good in the world
Podcast - YourStake, Your Story

Ep 10. Using an AND approach to creating good in the world

Hear from an industry expert, Michael Reynolds, CSRIC®, AIF®, CFT-I™of Elevation Financial on why he uses an "and" approach to creating good in the world through investing
Ep. 9 - The Future of Investing should be Values-Based
Podcast - YourStake, Your Story

Ep. 9 - The Future of Investing should be Values-Based

Hear from an industry expert, Meghan Lape-Lefevre, AFC®, CFP®, and EA® of Conscious Impact Financial on why the future of investing should be values-based.
Ep. 8 - Why you ought to talk about societal issues with your money manager
Podcast - YourStake, Your Story

Ep. 8 - Why you ought to talk about societal issues with your money manager

Hear from an industry expert, Kate Barron-Alicante, CFP, Director of Impact, and Advisor at Abacus Wealth Partners on why talking about social issues with your money manager can head to new investing opportunties.
Ep. 7-  Making an Impact & Imaging What the Future Holds
Podcast - YourStake, Your Story

Ep. 7- Making an Impact & Imaging What the Future Holds

Hear from an industry expert, Kate Barron-Alicante, CFP, Director of Impact, and Advisor at Abacus Wealth Partners on why talking about social issues with your money manager can head to new investing opportunities.
What does BNY Mellon’s fine mean for ESG?
Practice Management

What does BNY Mellon’s fine mean for ESG?

Hear YourStake's thoughts on what the recent fine on BNY Mellon could mean for the future of ESG investing.
Ep. 6 - Investing with Your Values without Compromise
Podcast - YourStake, Your Story

Ep. 6 - Investing with Your Values without Compromise

Hear from David Roth, BFA™ and Michelina Roth, the husband-and-wife team behind Fair Planet Advisors on why investing with your values doesn't require compromise.
Ep. 5 -  Why ESG is the GPS of Investing
Podcast - YourStake, Your Story

Ep. 5 - Why ESG is the GPS of Investing

Hear from ESG expert Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLC on why ESG is the GPS of investing
Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person
Podcast - YourStake, Your Story

Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person

Hear from Sylvia Panek, AIF®, Investment Advisor & Financial Planner at Natural Investments on how to be a socially and environmentally conscious investor.
Ep. 3 - Financial Literacy is Incomplete Without Financial History
Podcast - YourStake, Your Story

Ep. 3 - Financial Literacy is Incomplete Without Financial History

Hear from Phuong Luong, CFP®, Principal Financial Planner at Saltbox Financial on why financial history is key to full financial literacy
Ep. 2 – What Sustainable Investing Does and the Impact it Creates
Podcast - YourStake, Your Story

Ep. 2 – What Sustainable Investing Does and the Impact it Creates

Hear from Jason Howell, CFP®, CPWA®, CSRIC®, Founder, President, and Family Wealth Advisor at the Jason Howell Company on what sustainable investing does and how to create impact.
Ep. 1 - ESG isn’t just “one size fits all”
Podcast - YourStake, Your Story

Ep. 1 - ESG isn’t just “one size fits all”

Hear from James Brewer, MBA, CDFA, AIF, CFSLA, CFP® founder of Envision Wealth Planning on why ESG investing cannot be a one-size-fits-all approach.
Achieving Success through ESG
Practice Management

Achieving Success through ESG

ESG investing can be hard to navigate, this guide helps establish a routine to help offer the best experience for your clients when it comes to reporting on ESG investments.
Driving Change: When ESG Investors Act Like the Majority
Practice Management

Driving Change: When ESG Investors Act Like the Majority

The power of shareholder engagement and how companies can change by just the uplifting of voices.
Does a Tobacco Company Belong in an ESG Portfolio?
Practice Management

Does a Tobacco Company Belong in an ESG Portfolio?

Making sense of rating discrepancies from company to company and addressing the common question, "What is and is not considered ESG?"
The Data Behind ESG: What do you do when you don't have a data point?
Practice Management

The Data Behind ESG: What do you do when you don't have a data point?

Three approaches to how YourStake handles missing data in their collection process and how to build transparency and trust in reporting.
4 Tips for Talking About Impact Reporting in Client Meetings
Practice Management

4 Tips for Talking About Impact Reporting in Client Meetings

Reporting on investment impact can be hard, but utilizing YourStake's reports can create ease and allows you to showcase the areas for leadership and growth.