Next wave of wealth
Do you try to positively impact the world through your investing or your philanthropy? Different generations answer that question differently. This seminar was designed to bring different generations together to better understand Environmental, Social, and Governance (ESG) investing, including approaches to ESG investing, and how investors of all generations can find common ground and understanding.
CFP®, Client Loyalty Insights Leader
Jean Dunn is a Vice President of T. Rowe Price Investment Services, Inc., and an Insights Leader in the U.S. Intermediaries: Product & Marketing—Offer Management Group. Jean is focused on helping financial professionals understand and adapt to the changing face of wealth in the United States and is passionate about researching how the shifts in intergenerational wealth and family dynamics influence how Americans save, invest and plan for their futures. Jean has over 20 years of experience in the financial services industry. She joined T. Rowe Price in 2004 and has held several strategic marketing and value-added roles. Jean earned a Bachelor of Science (B.S.) in Political Science from Truman State University, she is a Certified Financial Planner (CFPTM) professional, and she is a Series 6, 7 and 63 registered representative and Series 24 registered principal.