Beata Kirr – An Impactful Investor

Listen Here -- Maximize Your Return on Life Podcast -- Beata Kirr – An Impactful Investor

Shari interviews real people with real stories who have embraced their core values to make life decisions. We hope that their stories will inspire you to Maximize Your Return on Life.

In this episode, Shari talks with Beata about how her values were a catalyst in her decision to leave a successful Wall Street career to join start-up private credit provider, The Copia Group, as Chief Impact Officer. Beata has a fascinating life story, as she moved to the United States from the former Soviet Union at the age of 4. As a female leader in the industry, she has consistently focused on engaging with women on their finances and mentoring women within the finance/investment world. Shari also discusses with Beata how she maximizes her return on life and much more.

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The author does not intend to provide investment, legal or tax advice as these materials are for general educational purposes only. Please consult your legal, tax or investment professional for advice on your particular situation. This material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. It is not intended to be a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results. Please refer to RRCM’s Form ADV Part 2 for additional disclosures regarding RRCM and its practices.