2020 Community Engagement Report
In 2020, we looked at the issues of justice, equality, diversity, and inclusion (JEDI) in our community, our industry, and our workplace. We asked ourselves, how do we better engage in issues of social justice?
Sarah Green on Investing Forward Podcast
Sarah Green, Director of Impact Investing, recently appeared on the Investing Forward podcast discussing community investing, CDFIs, and CNote.
Increasing Communication in the Current Environment
Like you, we are focusing on what is most important as we get used to the new normal. We are determined to continue to provide all our usual services to clients and continue our internal collaboration.
North Berkeley Investment Partners is now North Berkeley Wealth Management
In looking at our brand and history, the name North Berkeley Wealth Management better represents what we do. It indicates the continued importance of place for us and our primary role in people's financial lives.
Kate Campbell King and Brian Kozel honored by BHSDG
Kate Campbell King and Brian Kozel were honored by the Berkeley High School Development Group at their annual partners luncheon.
Film Screening of Havana Curveball
Join us for a special screening of Havana Curveball on Sunday, October 7 at 4 p.m. along with a Q&A with the filmmakers. This is a heart-warming story of an American teenager who faces challenges donating baseball equipment to young Cuban players.
B Corp Social
Meet and connect with fellow B Corps at North Berkeley Investment Partners! All Bs (or friends of Bs!) are welcome to attend and network at our office. We also encourage anyone interested in learning more about B Corps to join us.
Professional Networking Breakfast
We’re hosting a fun and experienced group of real estate agents, attorneys, tax preparers, financial advisors, and other affiliated professionals at our offices in Berkeley. This is a great opportunity to build your professional network and learn where our businesses and referrals might overlap.
Sponsoring Chocolate and Chalk Art Festival in the Gourmet Ghetto
We're proud to be one of the sponsors of this year's Chocolate and Chalk Art Festival.
Professional Networking Breakfast
We're hosting a fun and experienced group of professionals at our offices in Berkeley. If you're a local professional wanting to expand your network, join us for breakfast on August 8
Bike to Work Day 2018
Bike to work day is on May 10. Pump up those tires, put on your helmet and ride on over. Visit our Energizer Station to get your free Bike to Work Day bag.
Superstructure – Opening Reception
Thursday, November 2, 2017 - 5:30 - 7:30 p.m. Join us for an opening reception for 'Superstructure' featuring the art of Deborah Sibony and Anne Subercaseaux.
Investing Responsibly – Panel Discussion
Thursday, October 19 - 5 - 8 p.m. Our discussion features industry leaders in the measurement and construction of investment vehicles that use ESG principles in their decision-making. We will discuss the effects recent economic shifts have had on our economy and individual investors.