
Peace of Time
Wellness

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Monday-Friday: By Appointment Only
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Phone: 412-742-7274
Email: Peaceoftimewellness@gmail.com
Supporting Social Justice with Your Investments
Tue, Mar 16
|Zoom Link
Join us in talking about racial inequity and learning how impact investing can help to close the racial wealth gap with Katie Sheehan, CFA, CFP, CAIA.


Time & Location
Mar 16, 2021, 12:00 PM – 1:00 PM EDT
Zoom Link
Guests
About the Event
Peace of Time Wellness presents Katie Sheehan and understanding how impact investing cn help to close the racial wealth gap. As a Senior Portfolio Strategist for Key Private Bank, Katie proactively advises her clients on investment strategies and the integration of investment advice into their overall wealth management plan. Katie is a highly experienced professional and can access a comprehensive, diverse set of strategies and investment products to design a portfolio that meets each client’s unique situation. On an ongoing basis, she also draws on Key Private Bank’s deep resources and market knowledge to uncover investment opportunities that fit their portfolio strategy. Prior to joining Key, Katie served as a Portfolio Manager on the Investment Team of Fairport Wealth where she was responsible for helping set investment strategy with a focus on equities and overseeing the implementation of the firm’s Impact Investing models. Katie was previously with PNC as the…