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Sonya Dreizler
Keynote Impacting Investing, ESG & SRI guru, CEO at Solutions with Sonya

Profile

Sonya Dreizler, the founder of Solutions With Sonya, helps financial services firms to drive successful rollout and adoption of Impact Investing, SRI, & ESG solutions.  Sonya is a former financial services CEO with 15 years of industry experience and enjoys helping financial services executives to grow their businesses and tackle complex business issues. She is a subject matter expert in the rapidly growing field of Impact Investing and authors Connected Investing, a popular weekly educational newsletter covering the latest developments in Impact and ESG investing, as well as terminology, interviews, and business tips.

Sonya is a respected leader, practical thinker, and consensus-builder with excellent communication skills and deep experience in Independent Broker Dealer and Investment Adviser management.  Her areas of expertise include sustainable and impact investing, streamlining operations, business development & oversight, BD/RIA regulation & financial reporting, and small business marketing strategy.

Sonya previously spent 13 years at Protected Investors of America, a boutique Broker Dealer and SEC registered Investment Adviser.  She started at the firm as an executive assistant and took on increasing roles in the firm, eventually rising to COO, and then CEO. For in depth details on her work experience, please see her LinkedIn profile.

She is a CERTIFIED FINANCIAL PLANNER™ and previously held the Series 7, 66, 24, and 28 securities licenses. She is a recipient of the Investment News 40 Under 40 award, is a 2018 LinkedIn Top Voices Recipient, speaks frequently at conferences and has published articles and been quoted in numerous trade publications.

She serves on the advisory board for the Investment News Women Adviser Summit, and informally advises a number of other financial services conference organizers and committees.

Sonya is the board chair of CUESA, a sustainable agriculture and education non-profit and also volunteers with Friends of the Urban Forest and JVS.  Sonya earned a BA from UCLA in English Literature and speaks fluent Spanish. She lives in San Francisco with her husband and their two sons and she enjoys travelling with her family, weight lifting, and cooking.

Agenda Sessions

  • The Future Is Sustainable Investing, But What Does It Mean for Fixed Income Practitioners?

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Speakers at this event