Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley
Moderator: ESG ETFs and Indices
How can advisors determine which passive ESG solution to select for clients? What goes into the formulation of ESG Indices, and why is there so much variation? In this session, learn from top thought leaders about the data, methods and analysis required to make an informed investment recommendation for investors, and how to communicate this effectively to your clients.
Moderator: DAFs vs. Private Foundations
In advising high-net-worth and ultra-high-net-worth clients, there has long been a debate between the advantages and disadvantages of a family foundation versus donor advised funds. Join this introspective and informative “duel” between key executives from a family foundation and a donor advised fund, as we compare and contrast the merits of each.
Noel Pacarro Brown joined Morgan Stanley in 2007 as the lead of The Conscious Wealth Management Group at Morgan Stanley, a team started by her mother, Gwen Pacarro more than 35 years ago. Pacarro Brown works with families, foundations and founders to advance the mission of their money to create purposeful lives and legacies.
Pacarro Brown has earned the title of Investing With Impact director at Morgan Stanley, and has been recognized nationally by several Forbes lists: Top Women Advisor; Top NextGen Advisor; Best in State Advisor; and as a Top Advisor by Working Mother Magazine.
At Morgan Stanley, Pacarro Brown is part of the Women Without Limits initiative, serves as co-chair of the National Consulting Group Advisory Council, and was named to the MAKERS class of 2018.
She is a proud advocate of Investing with Impact. She is an award-winning author and her work can be found on podcasts, across national blogs and industry publications. She served as co-host of the Better Money Show, a podcast broadcast by XRAY.fm that highlights people who are driving capital to drive change. Throughout the year she can be found presenting on stage at national conferences.
Pacarro Brown serves on the board of the Investment & Wealth Institute. She grew up on Oahu and graduated from Punahou School. She attended Wellesley College before graduating with honors from Brown University, and her master’s in teaching from Pacific University. Noel spends her free time exploring the great outdoors with her family and their two dogs.