Matthew Illian, CFP®

Director, Responsible Investing at United Church Funds
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • CERTIFIED FINANCIAL PLANNER™
    -

Experience

  • United Church Funds
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director, Responsible Investing
      • Aug 2020 - Present

      UCF utilizes a number of practices in order to achieve socially responsible investing (SRI) and environmental, social and governance (ESG) accountability through corporate engagements and resolutions, proxy voting, screened portfolios and a commitment to address racial equality in investment managers, among other measures. UCF works in collaboration with key partners, including the Interfaith Center on Corporate Responsibility (ICCR) and Principles for Responsible Investment (PRI). UCF utilizes a number of practices in order to achieve socially responsible investing (SRI) and environmental, social and governance (ESG) accountability through corporate engagements and resolutions, proxy voting, screened portfolios and a commitment to address racial equality in investment managers, among other measures. UCF works in collaboration with key partners, including the Interfaith Center on Corporate Responsibility (ICCR) and Principles for Responsible Investment (PRI).

  • Virginia Impact Investing Forum
    • United States
    • Investment Management
    • Executive Director
      • Mar 2018 - Jul 2020
  • VestedIn LLC
    • United States
    • Investment Management
    • Impact Investing Consultant
      • Jan 2017 - Jul 2020
  • Marotta Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Manager
      • Sep 2007 - May 2016

Education

  • The Johns Hopkins University - Carey Business School
    Master of Science - MS, Finance
    2018 - 2020
  • University of Virginia
    BA, Economics, Government

Community

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