June 2022
Stephanie Diamond, our Director of Impact Driven Client Solutions, joined BBR to design and execute an innovative approach to philanthropic advising we call “Multidimensional Impact” (“MDI”). In the latest episode of BBR To-Go, Partner and Director of Portfolio & Wealth Advisory, Sean Apgar engages Stephanie in an informative dialogue on the fundamentals of MDI as a new practice offering for clients, and a source of intellectual and human capital for our internal culture as well.