ANITA D'AGUILAR,

My practice includes recommending socially responsible investments and integrating them into long-term financial strategies. I work with highly successful individuals and families for whom investing is an additional means of supporting their ethical and social priorities as well as their families and lifestyles. My career includes over 20 years of experience in Finance and Wealth Management Services. Throughout my career I have worked with corporate executives, family offices, women business owners, wealthy families and entertainment professionals in applying the principals of socially responsible investments. The investment strategies I recommend, call for a broad range of traditional, absolute return and where appropriate, alternative investments for qualified investors. My focus on socially responsible investments has given me high visibility in the investment community.

Publications:

• "Life Moments For Women" - (March 2012) - Book Blue Point Books
• "Top 100 under 50 Diverse Leaders" (August 6, 2011) - Diversity MBA Magazine
• "Retirement Planning" (January 1, 1997) Black Enterprise Magazine