How a financial advisor in Boston helps her clients drive local impact

Carrie Endries joins David Bank to discuss the evolution of the place-based local investment ecosystem in Boston. “We have many clients who have more abundant wealth than they need,” Endries says on the latest Agents of Impact podcast. “That means that they can set aside a portion of their portfolio that might have a return that is below market, if they choose." Such clients are among a growing cohort of asset owners who are shifting their focus to making a positive impact in their own backyards. Endries works with high net worth individuals, families and smaller foundations, many of whom are based in Boston and across New England, to design and implement impact‑first, place‑based investment strategies.

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How a financial advisor in Boston helps her clients drive local impact is an episode from Returns on Investment by Impact Alpha.

This episode is 00:21:48 long.

This episode was published on May 5, 2026.

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