Our Sustainable ESG Investment Team
We have been creating Sustainable portfolios since 1999. We strive to align our clients’ beliefs and values with their investments. We are a Chicago - based Sustainable ESG firm serving clients nationally.
EGÉA SRI
Our Approach
Our Investment philosophy is predicated on the fact that ultimately it is consumers that drive the economy and markets. As consumers and investors we will seek out companies that are both profitable and sustainable. The data shows that we can grow our investments while at the same time protecting the environment, celebrating our diversity and caring for all of the communities that we do business in. Sustainability is key to a thriving future for all of us.
If you are interested in exploring SRI and ESG Strategies that reflect your personal lifestyle and goals, we invite you to contact us today to have our Chartered SRI Counselors™ develop a Sustainable Strategy that works for you.
Egéa SRI – Let’s Make a Difference
Evanston, IL
Meet the Team
Alex Papadopoulos
Chartered SRI Counselor®,
President
Hi, I’m Alex Papadopoulos, President and Founder of Egéa Wealth Management. I work with individuals, families, and businesses to provide guidance and education on all aspects of wealth management — including retirement planning, portfolio construction, risk management, and wealth transfer.
My approach begins with a simple belief: your unique goals and values are the foundation for building a personalized financial roadmap that helps you reach your life’s destinations.
I’ve earned the Chartered Retirement Plans Specialist™ and Chartered SRI Counselor™ (CSRIC™) designations, which means I’m specially trained in sustainable, responsible, and impact investing — helping clients align their portfolios with Environmental, Social, and Governance (ESG) factors.
At Egéa Wealth Management, I leverage the full resources of our firm to design dynamic investment strategies tailored to your time horizon, risk tolerance, and personal preferences. Since 2000, I’ve been helping clients navigate complex financial decisions with care and confidence.
I’m also a graduate of Dominican University, and as a Chartered Retirement Plans Specialist™, I’m equipped to guide you through the complexities of company-sponsored retirement plans.
I look forward to working with you to build a financial plan that fits your life and your legacy.
Karla Hernandez
Client Relationship Manager
Hi, I’m Karla Hernandez, Client Relationship Manager at Egéa Wealth Management. With over 15 years of experience in the industry, I’m passionate about delivering exceptional service and truly understanding my clients’ unique financial needs.
I graduated from DePaul University with a double major in marketing and business management, which gives me a strong foundation to support you effectively. Since joining Egéa, I’ve gained valuable experience in financial management and retirement planning.
I also hold the Series 7 and Series 66 securities registrations through Osaic Wealth Management, which helps me provide knowledgeable, well-rounded support to our clients.
I’m here to help make your financial journey as smooth and successful as possible, and I look forward to working with you.
My commitment goes beyond just transactions — I’m dedicated to building lasting relationships and helping my clients achieve their financial goals. With a blend of expertise, professionalism, and genuine care, I strive to be not just a team member but a trusted partner for everyone I serve.
