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Impact Investing: Unlocking investments in healthcare with your 401k/IRA

01:11:00

Dec 10, 2019 01:24 PM

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Speakers

Sean Phillips
Director of Investor Relations @Infusion 51a
Sean Phillips is Director of Investor Relations with Infusion 51a. Sean has achieved success with well established companies such as JP Morgan Chase, Capital One and Citibank to name a few. After spending more than 12 years in commercial banking and private equity with various enterprises, Sean knows what drives businesses and how to expand on brand awareness for optimum promotion. He utilizes a relationship based strategy while working closely with wealth managers and family offices ensuring all work in progress and communication is clarified.
Jeff Stephens
Co-Founder @Infusion 51a
Mr. Stephens is the Chief Investment Officer of Infusion 51a. With an emphasis on the global market, he uses key positioning and strategies to identify investment vehicles that meet the investors proprietary investment parameters. He is also the co-founder of Infusion 51a. He graduated from the University of Southern Indiana with a B.S. in Psychology.
Keaton Munster, CISP
Certified IRA Specialist @Quest IRA
Keaton is the Certified IRA Specialist with Quest IRA. Keaton attended Texas State University, where he received his Bachelor of Business Administration in Finance. His educational background, coupled with his excellent customer service makes Keaton a strong addition to Quest's IRA Specialist team. Keaton also earned his Certified IRA Services Professional (CISP) designation and continues to utilize his financial experience by providing premier education and customer service to current and prospective Quest Trust Company clients.