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2010

 

Federal Street Featured in Nonprofit News

It's not often an investment consultant can say it was far ahead of its peers in either taking on a new idea or being part of an innovative trend, but Federal Street Advisors makes a strong case for both.
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2009

 

Federal Street's Bannister Featured on Simmons SRI Panel

Federal Street Advisors' own Senior Research Analyst Emily Bannister was a featured panelist on the Second Annual Socially Responsible Investing (SRI) Panel sponsored by the Simmons School of Management's "Net Impact" chapter.

 

Jennifer Christian Murtie acknowledged by the Family Wealth Alliance

Jennifer was recognized as a rising talent in the family wealth industry.

 

Federal Street Advisors Highlighted in Investment Advisor

John LaPann was interviewed by Robert F. Keane, Managing Editor of Investment Advisor.

2008

 

Climate Solutions Forum Goes Big Time

Born from Merck Family Fund/Federal Street collaboration in 2007, this year the conference moved to New York, quadrupled in size, and received the Keynote from the Hon. Al Gore and David Blood.

 

John LaPann Featured on FundFire

John LaPann was a featured guest columnist in FundFire’s “MoneyVoices” section writing about socially responsible investing (SRI).

 

Federal Street Named Top Dog by Wealth Manager Magazine

Federal Street has been named number one Top Dog in 2008 by Wealth Manager Magazine.

 

Federal Street Advisors Strengthens Research Function Amid Growth

The firm appoints Investment Research Veteran Kristin Fafard to the Position of Director of Research.

 

Federal Street Advisors Strengthens Financial Services Offering to Foundations and Non-Profits

The firm names veteran Jennifer Christian Murtie to newly created position of Director of Foundation Services.