Fact Sheets

Learn more about Folio Institutional, VIA Folio®, and Folio Investing.

Speakers Bureau

Our leaders' expertise spans the brokerage, custody, FinTech, SRI, and asset management industries. Contact media@folioinstitutional.com to request a speaker.

Steve Wallman
Steven M.H. Wallman 
Folio Financial, Inc. CEO and Founder
Greg Vigrass
Greg Vigrass 
President, Folio Institutional
Blaine McLaughlin
Blaine McLaughlin 
Chief Operating Officer, VIA Folio
George Gay
George Gay, CFP, AIF 
Chief Executive Officer,
First Affirmative
 
Andrew Koslow

Andrew Koslow 
EVP of Strategic Transactions and General Counsel, Folio Financial, Inc.
theresa.gusman

Theresa Gusman  
Chief Investment Officer, First Affirmative Financial Network
Jan-Dahms

Jan Mercer Dahms  
CEO, The SRI Conference and Community


Events

Look for Folio at seminars, trade shows, and other industry events. Folio spokespeople are available to speak at your event. Contact media@folioinstitutional.com to learn more.

Company History

Folio was founded in 2000 to help empower investors and their advisors. Since then we've created a community, including more than 400 financial advisor firms, dedicated to the fundamentals of investing.

Media Contact

Media Relations
media@folioinvesting.com
(703) 245-4892