Our Sustainable ESG Investment Team

We have been creating Sustainable portfolios since 1999. We stive 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

Alex is the President and Founder of Egéa Wealth Management. He provides individuals, families, and businesses with guidance and education in all areas of wealth management including retirement planning, portfolio construction, risk management and wealth transfer needs. Alex’s investment philosophy begins with the central belief that each client’s unique goals and objectives are the starting point for a roadmap to achieving their personal life destinations. He has earned the designations of Chartered Retirement Plans Specialist™ and the Chartered SRI Counselor™ from the College of Financial Planning. The CSRIC™ professional designation is a groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI). What is the benefit of working with an advisor that has the CSRIC designation? A CSRIC™ designee can design the optimal financial portfolio for clients while focusing specifically on Environmental, Social, and Governance (ESG) factors and SRI principles.

He will leverage the strength and resources of the firm in order to help address your particular time horizon, risk profile and personal preferences. Using this information, Alex can help you to develop a dynamic investment strategy that is tailored specifically to work toward achieving your goals. Alex Papadopoulos has been providing financial and wealth management advice to his clients since 2000 and is a graduate of Dominican University. Finally, Alex is a designated Chartered Retirement Plans Specialist™. The designation shows that an advisor has completed a course of education and passed a final exam testing knowledge on implementing and administering company-sponsored retirement plans. Consider working with Alex as you create or modify your retirement plans.

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Karla Hernandez

Client Relationship Manager

As a Client Relationship Manager Karla Hernandez is defined by her dedication to providing exceptional client service and her deep understanding of her clients’ financial requirements. Karla graduated from DePaul University with a double major in marketing and business management, she brings a wealth of expertise to her position, having joined a highly accomplished Financial Management team. Through her tenure, she has enriched her knowledge in Financial Management and Retirement Planning, bolstering her qualifications with the attainment of the Series 7 and Series 66 securities registrations, both held at Osaic Wealth Management.

Karla’s commitment extends beyond mere transactions; she is driven by the desire to cultivate enduring relationships with her clients and to play a pivotal role in helping them achieve their financial objectives. With her blend of expertise, professionalism, and genuine care for her clients’ well-being, Karla is an invaluable asset to her team and a trusted partner for those she serves.

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