Managing Director, The Global Impact Investing Initiative
On Demand Session 1:
The Ethical Dilemma
Jeff Kluge worked as a financial advisor for Merrill Lynch for 25 years. He earned the CIMA® certification in 2003 and CPWA® certification in 2008, both of which were relinquished in 2016, before he pleaded guilty in 2017 to two counts of bank fraud. In prison, he searched for answers about why he made the choices he’d made and how to rebuild his life. He studied philosophers and other authors, classical and contemporary, and noticed recurring themes about ethics and happiness. Now back at home in Minneapolis, his mission is to share what he has learned, help people avoid personal and professional mistakes, and show them how to lead happier lives. Kluge says his work is inspired by his two grown sons and their honor, integrity, and intelligence.