Finny Kuruvilla
AC21 Workshop- The Winsome Mission of Financial Advice
About the Course
In many circles, Wall Street and financial advisors are not viewed favorably. Many people – and potential clients – view the profession as one of greed, selfishness, and profit above people. Financial advisors have the opportunity to change that image and gain social capital by showing the public the potential for good that is inherently a component of faith-based wealth management. In this session, Dr. Finny Kuruvilla examines wealth management as a means of contributing to the improvement of society. Dr. Kuruvilla will demonstrate how the financial planning process can lead to outcomes allowing the client to make a positive impact in the world through their financial resources.
About the Speaker
Finny Kuruvilla
Eventide Asset ManagementFinny Kuruvilla, MD, PhD, serves as co-Chief Investment Officer and Senior Portfolio Manager for Eventide. Dr. Kuruvilla has a unique background in healthcare, statistics, and investing. Concurrent with Eventide, from 2008 through 2016, he was a Principal at Clarus Ventures, a leading healthcare and life sciences venture capital firm. Prior to joining Eventide, from 2005-2008, he was a postdoctoral research scientist in medical genetics at the Broad Institute of Harvard and MIT. From 2003-2007, he was resident, chief resident, and clinical fellow at the Brigham and Women’s Hospital and Children’s Hospital Boston. Dr. Kuruvilla holds an MD from Harvard Medical School, a PhD in Chemistry and Chemical Biology from Harvard University, a master’s degree in Electrical Engineering and Computer Science from MIT, and a bachelor’s degree in Chemistry from Caltech.
Available Sessions
| # | Session | Score | |
|---|---|---|---|
| 1 | 2021 AC Workshop-The Winsome Mission of Financial Advice | Take Test |
Need Help?
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info@kingdomadvisors.com
Continuing Education
Accepted for CE Credit
Hours: 1
Designations: CKA®, CFP®, IMCA, PACE, FPSC, Institute, Insurance
Minimum Passing Grade: 80%
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