State of Sustainable Wealth: H1 2025 Insights
Join GreenPortfolio’s leadership for a conversation exploring the seismic shifts in impact investing and wealth management, hosted by Jane Schachtel, CEO of Blue Cascade.
The Wealth Transfer Disruption is Here – And It's Demanding Sustainability
We'll dive into live trends we're seeing on GreenPortfolio's advisor matching platform and examine how the massive wealth transfer to millennials is fundamentally reshaping the financial services industry (and perhaps your industry as well).
This is a pivotal moment. As trillions of dollars change hands, investment priorities are evolving. GreenPortfolio sits at the epicenter of this transformation, and we're ready to share what we've learned.
If you're curious about what drives millennial investment decisions and why sustainability has become non-negotiable for the next generation, this conversation is for you.
Why Attend?
Market Intelligence: Understand the fastest-growing segment in wealth management
Direct Access: Hear from GreenPortfolio's founders about their mission, platform evolution, and recent milestones
Engaging Discussion: Ask questions, share perspectives, and contribute to the conversation
What to Expect:
Join Jane Schachtel, Bonnie Gurry, and Elizabeth Landau for an intimate, high-impact discussion about the future of sustainable wealth management. They'll share real-time platform insights, recent achievements, and growth plans while exploring broader trends reshaping the industry.
This is an opportunity to be part of the conversation driving the green wealth transition forward.
Ready to join the discussion? RSVP today.
About Jane Schachtel:
Jane has spent 20+ years as a marketing executive building and scaling technology brands and businesses. At Meta, she built and scaled the tech business’ go to market solutions, resulting in the fastest revenue growth across six businesses. At Intuit, (Digital Insight) Jane conceptualized and launched a new brand and go to market strategy, ultimately aiding in total valuation growth from $600M to $1.35B, with an Intuit exit in under two years. Jane has advised climate startups for years, but making the industry her full time job is a dream come true because she believes that everyone, deserves an equitable future on a thriving planet.
About GreenPortfolio:
GreenPortfolio is the SEC-registered service that strategically connects financial advisors with affluent values-driven millennial investors through proprietary algorithmic matching. Operating in a fast-growing market segment, we bridge the gap between the 96% of next-gen investors demanding sustainable options and advisors seeking this high-value demographic. GreenPortfolio uniquely combines personalized referrals, digital-first processes, and sustainable focus with exceptional unit economics in one defensible platform.
About Bonnie Gurry:
Bonnie is the CEO of GreenPortfolio. She's passionate about helping individuals discover financial products and services that align with their values and goals - especially when it comes to making a positive climate impact.
That’s why she founded GreenPortfolio: to make it easy, fast (and free!), for them to learn about the climate impact of their finances and find solutions.
GreenPortfolio can connect clients with pre-vetted financial advisors who integrate climate into their practice or help quickly analyze their investments.
About Elizabeth Landau:
Elizabeth is the COO at GreenPortfolio, the SEC-registered service that strategically connects financial advisors with affluent next-gen clients seeking climate-smart investment strategies.
In her 16+ years of leadership, Elizabeth has built and scaled high-growth businesses across B2B and B2C markets, including spearheading a $100M innovation pipeline at ABInBev that drove market expansion for premier brands like Stella Artois and Goose Island.
Recognizing the gap between investor demand for values-aligned wealth management and access to trustworthy expertise, Elizabeth founded GreenPortfolio to accelerate the great green wealth transition.
She holds a B.S. in Chemical and Biomolecular Engineering from the University of Pennsylvania and an M.B.A. from NYU Stern School of Business.