She volunteers with Pisgah Legal Services on their development committee, and recently served as the chair of the Asheville Ten Thousand Villages board. Forever passionate about helping clients look inward in order to move forward, she leans on that background often as she helps her clients logically navigate investment decisions.īuilding on her University of Virginia education and further distinguishing herself and her expertise in this new world where competitors all too often greenwash and mislead potential SRI clients, Kerry earned the Chartered SRI Counselor (CSRICTM) Designation. With this certification, you can be confident in Kerry’s ability to help you make the impact you want.Ī strong believer that “we’re all in this together” and knowing community is where that starts, Kerry is a graduate of the Leadership Asheville Program and is active with several local nonprofits.
#IMPACT CLIENT ALT MANAGER PROFESSIONAL#
As a financial advisor, Kerry continued her education by earning the Accredited Behavioral Finance Professional (ABFPSM) designation – the first advisor-focused behavioral finance designation from an accredited college or university. He completed his MBA at Western Carolina University with an independent study in Corporate Social Responsibility and Sustainability in Business.Ī native of North Carolina, Neill lives in Weaverville with his wife, Cori, and their son, Ben.ĭrawn to the Earth Equity goal of empowering investors, Kerry Keihn loves helping people evoke the positive change they want to see in the world. By aligning clients’ wealth with their values, Kerry helps them understand how their money can make a bigger impact and craft a legacy they’ll be proud of for years to come.ĭue in part to several years of social work, Kerry is passionate about how much behavioral and emotional factors play into financial decisions. Prior to joining Earth Equity Advisors, Neill spent over a decade working in the environmental field. And the flip side of that coin is - how we invest our retirement dollars has the same impact.” –Neill Yelverton Our spending fuels a giant economic engine from jobs, to logistics, to materials sourcing – what we buy affects the environment and touches hundreds of lives. “The realization that we vote, every single day, by the way we spend our dollars. He works as an advocate for your mission and your finances. He believes that by aligning the institution’s endowment or investments with its mission, it multiplies the impact of the institution. In addition, he finds his work with non-profits, especially those that have a social or environmental mission, very rewarding. He specializes in NC retirement and can help clients navigate Social Security requirements.
Neill takes pride in helping families transition to a responsible investment portfolio. He has written a column for Valley Business FRONT in Roanoke, Virginia, and Mountain Xpress in Asheville as well as being featured in numerous podcasts, magazines, and online articles. He is a contributor to both Forbes and Kiplinger and has been quoted in The New York Times, Money Magazine, The Washington Post, Forbes, Investors Business Daily, US News & World Report, MarketWatch, Investment News, Wealth Management, RIA Intel, and several local publications. He was also recognized on Real Leaders’ list of 70 Environmental Leaders You Should Know and was selected among the LUMINARIES Class of 2021 by ThinkAdvisor in the category of Thought Leadership. In 2021, Pete was featured by The Collider among the Faces of Climate City, which highlights Asheville residents who are working in the Climate industry. He was selected to the 2018 Investopedia 100 list of the one hundred most influential financial advisors in America and was one of the first individuals to earn the Chartered SRI Counselor™ designation from the College for Financial Planning. He has guided Earth Equity Advisors’ rapid growth as well as the firm’s rise to prominence as a five-time Best for the World Certified B Corporation. He was the Chair of the Asheville-based environmental non-profit MountainTrue during its recent expansion. Over the years, he has made an impact on his clients, colleagues, and communities. From the beginning, he knew that his firm would focus on responsible investing and coined the phrase, “helping you align your investments with your values.” In 2017, Krull & Company became Earth Equity Advisors. In 2004, he hung up his shingle as Krull & Company and began the journey as a conscious entrepreneur. He also guided his clients through the dot-com bubble and recovery. He started out his investment career at Merrill Lynch in 1998 where he honed his investment management skills and earned the firm’s Certified Financial Manager designation. Pete Krull is a well-known leader in the green business community and a long-time advocate for fossil-fuel-free and sustainable, responsible, and impact (SRI) investing.
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