We believe that ESG is an important part of the investment research process. For financial advisors, the confusion that surrounds its application creates an opportunity to isolate what matters most – acting as a trusted partner to guide their clients to better outcomes.
ESG Forward is designed to support and maintain that role. We know it can make a difference for financial advisors, and we’re excited to be part of the solution.
Meet the Team
With more than 25 years in strategic marketing, Evan believes that strong communications can resolve a great number of complex challenges in the world. In addition to his role with ESG Forward, he owns Longview Strategies, a strategic marketing and communications firm that applies an impact-oriented marketing mindset to the intersection of sustainability, finance, and business.
Evan is a former member of the Boston Entrepreneur’s Organization (EO) Impact Committee, an advisory board member of New Entry Sustainable Farming Project, and a contributing author to the upcoming compendium on sustainable investing, “Aligning Hearts, Minds and Wallets: A Collective Experience (Reshaping Capitalism for the Greater Global Good).”
With two decades of experience in the marketing and entertainment industries, Amy has a history of finding new ways to make exciting things happen. In addition to her role with ESG Forward, she is co-owner and principal of Longview Strategies.
She began her career leading the marketing efforts of a dot.com start-up, helping it grow to a thriving online entertainment leader. She then moved on to develop and lead marketing and fundraising initiatives for WGBH/PBS TV series and multimedia projects including Nova, American Experience, and Frontline. She earned her MBA in Entrepreneurship from Babson College.
Meet the Advisors
Glenn is an Entrepreneur Coach & Chief Visionary at Selfassembled Ventures, a management consulting firm dedicated to helping self-made entrepreneurs increase the value of their businesses and escape the day-to-day grind through coaching, mentoring, and leadership team facilitation.
Prior to Selfassembled, Glenn leveraged 20+ years of experience in IT Services to transform G2 Tech Group into a four-time Inc 5000 Award-winning cloud MSP, serving the SMB SaaS market. In 2018 Glenn sold G2 to Great Hill Partners, an industry-leading growth equity firm.
With more than 20 years of experience in training and development, human resources, and business leadership, Aspen has helped various size businesses across multiple industries ranging from enterprise healthcare to tech startups.
Aspen is currently a Managing Partner at Selfassembled Ventures, a coaching company for self-made entrepreneurs. Prior to starting Selfassembled Ventures, Aspen helped found, grow and ultimately sell G2 Tech Group, a next-generation MSP, to Great Hill Partners in 2018.
Blake is Owner and President of Industrial Safety & Rescue, which provides stand-by rescue services, safety management, training and equipment to various markets. He has created and run six different service businesses focused on the construction market over the years, and he looks to bring innovation to markets that are often entrenched in ‘the old ways’.
Through his work with EO Accelerator and Network for Teaching Entrepreneurs, Blake has learned the value of coaching and fostering entrepreneurship through shared experiences.
Andrew Wetzel, CFA
With two decades of sustainable investing experience, Andrew has witnessed the evolution of what was once a niche part of the investment industry. As Managing Director of Sustainable Investing at F.L.Putnam, Andrew brings together security-level expertise as an Analyst and Portfolio Manager, an understanding of the broad range of client sustainability objectives, and proven execution in strategic business development.
Andrew is an active member of the CFA Society of Boston in a leadership role focused on the Society’s Sustainable Investing Initiative.