Q4 2022 Quarterly Newsletter
News From Flourish Happy New Year! We hope that your holiday season was spent with those you love and that your 2023 is off to a good start. We are looking forward to a new year with new beginnings and a refreshed sense of purpose and meaningfulness in the service and support we offer to our clients. We are celebrating our updated office space. With our recent lease renewal we had an opportunity to refresh our space. Our new space turned out beautiful and has plenty of room for team collaboration and space to meet with our clients who […]
Jay Pluimer Receives Certificate in ESG from the CFA Institute
Professional development is a cornerstone of our continued effort to best serve our clients, and in that vein, we are pleased to share that Jay Pluimer, our Director of Investments, has recently completed the CFA Institute Certificate in ESG Investing. Earning this Certificate will enhance Jay’s ability to analyze and integrate material ESG factors into his role as an investment professional. This badge confirms that Jay Pluimer has earned the CFA Institute Certificate in ESG Investing by undertaking up to 130 hours of study and passing a 2-hour 20-minute exam. As a holder of the certificate, the owner of […]
