Bruce Herbert, AIF
Money Manager & Investment Provocateur

Newground Social Investment

• http://www.newground.net

Newground Social Investment manages money for progressives, thought-leaders, activists, non-profit, for-profit and philanthropic entities, and higher-net-worth folk.

We were named by Seattle Magazine in its 2007 ranking of "Best Personal Wealth Managers in Seattle"

Newground engages in sustainability investing, socially responsible investment (SRI), shareholder advocacy, and community investment.

Where Values and Money Merge

Send us an e-mail at biznik [at] newground.net or
visit us on the web at Newground Social Investment

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• Helps clients merge values with their dollars - without sacrifice to financial performance.

• Shareholder Engagements - that transform corporations' environmental and social behavior.

For more, please see: What We Do on our website.

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Fun clients who are principled, proactive, and inspired by the opportunity to make a difference with their investments.

Fun interns who can research projects & help create plans for cool alternatives to the status-quo financial markets we are currently stuck with.

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Center for Fiduciary Studies. The first Accredited Investment Fiduciary (AIF) designation earned in WA state.

Univ. of South Carolina School of Law. Specialized work in Estate and Gift Tax Planning.

College for Financial Planning. Completed Levels I, II, III (of VI) of Certified Financial Planner (CFP) designation.

Wharton School of Business Qualified Retirement Plans & Key Executive Arrangements. (Through the University of South Carolina Daniel School of Management)

Univ. of Dublin, Trinity College. Dublin, Ireland. (post-grad)

For more, see Education & Advanced Training on our site.

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Newground Social Investment. President, Founder. 1994-present.

Prior work:

• Interfaith Center on Corporate Responsibility (ICCR), NY. Board of Governors.
• Northwest Coalition for Responsible Investment. Co-founder, first Director.
• Progressive Investment Management. Vice President, Managed Accounts.
• Merrill Lynch, Pierce, Fenner & Smith. Financial Consultant.

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Current volunteering:

• Seattle Green Festival: Host Committee.
• Worldchanging.com: Seattle blogger team.
• Whidbey Institute at Chinook: Board Member.
• Seattle Greendrinks: Advisory team.
• Institute for Children's Environmental Health: Board Member, Executive Committee.
• BALLE/Seattle: (Business Alliance for Local Living Economies) Leadership team, Treasurer.
• Sierra Club, National: Corporate Accountability Committee.

For a lot more, please visit the Professional Experience and
the Volunteer Involvements pages of our website.

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