Experience Makes all the difference

Kathy Leonard has been a Financial Advisor focusing on Socially Responsible Investing since 1983. In the 12 years prior to working at UBS, she founded and managed The Center for Responsible Investing. Before that she worked at EF Hutton and Shearson. Kathy also serves on a variety of non-profit boards including the Social Investment Forum board and the board for eTown. Kathy has been involved with a number of speaking engagements about SRI. Ms. Leonard helps individuals, businesses and non-profits integrate their social and financial goals.

Accomplishments

  • Calvert Foundation Community Investing Advisor of the Year (2003 and 2004)
  • UBS CORE Working Group member

Personal & Community

  • Social Investment Forum member since 1991
  • Social Investment Forum board member 2003 to present
  • Environmental Council at Boulder Chamber of Commerce founder, 1991
  • Colorado Chapter of Business for Social Responsibility founding member, chair 1997, board 1996-1998

Registered States:

CA, CO, MA, MI, NC, NH, NJ, NY, OH, OR, PA, TX