Financial Literacy and Responsible Investing

An introduction to the basics of financial literacy and responsible investing.

Objectives

  1. Learn what you can do with your money
  2. Discuss the importance of stocks and bonds
  3. Provide an overview of responsible investing

By the end of this session, you will know:

  • You can spend, save, or share your money
  • Investing is how you build long term wealth
  • How to align your values with your investments

Pre-work

Please read the following document by 7/10:

Live Once, Plan Often

Personal Finance: Making Sense of It

About Richard Murray

Richard A. Murray is a Financial Advisor at the New York office of Bernstein Private Wealth Management, primarily working with activist investors building their legacy for future generations. He advises both US and international high-net-worth individuals, businesses, endowments, and foundations. Driven by a passion for financial literacy and socially responsible investing, to promote equity for all, Richard specializes in growing multigenerational wealth through customized investment planning. He is keenly skilled in asset allocation, building teams of professional advisors (accountants, attorneys, agents, etc.), and translating complex financial jargon into plain English. Richard regularly hosts private experiences for centers of influence and business partners to collaborate on topical matters.

Prior to joining AB in 2013, Richard launched his career at Goldman Sachs in 2008. With a BS in finance and management from NYU Stern, he’s an active member of AB Black ERG; NYU Stern EMT and Finance Alumni Committees; Breakout, a community that champions changemakers across America; and NEXUS, a global community connecting next-gen wealth holders (philanthropists and impact investors) with social entrepreneurs to bring about the most promising solutions across the world. Richard serves as an advisory board member of Gambit Ventures, which focuses exclusively on early-stage companies generating unique data assets.