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Getting to Know BMT

Getting to Know BMT

Brenner, McDonagh & Tortolani, Inc., (BMT) Management and Financial Services, has brought a wealth of services to Christian Brothers Services’ (CBS) members since becoming an independent division of the company in 2017. CBS and BMT share a synergy that allows BMT to thrive as a team in advancing the missions of the faith-based organizations it has always served, while also allowing CBS to offer its members BMT’s premier consulting services. For religious institutes in need of assistance with the management…

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BMT—A Must-See Webinar for all Religious Institution Benefits Coordinators

BMT—A Must-See Webinar for all Religious Institution Benefits Coordinators

Benefits Coordinators in finance offices for religious communities and institutions face complicated issues in their roles. Overseeing the benefits and eligibility concerns for religious members can be a daunting task, filled with questions that can stump even the most seasoned manager. Constance  Neeson, Director of Benefit Eligibility Management for Religious at BMT Management & Financial Consultants, a division of Christian Brothers Services, will present a  FREE webinar, March 7, designed to help those benefit coordinators. “Finance Office Best Practices –…

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Socially responsible investing–that’s BMT

Socially responsible investing–that’s BMT

Christian Brothers Services’ 2017 acquisition of BMT Management & Financial Consultants brought with it the company’s wealth of experience, including one of its areas of expertise for investment consulting and developing socially responsible portfolios. BMT’s client base is entirely composed of religious organizations and their sponsored ministries. This client base deserves credit for being pioneers in Socially Responsible Investing (SRI),taking care to avoid investments in companies participating in businesses that are inconsistent with their Catholic values and choosing to pursue shareholder advocacy through proxy voting and engagement with management. A…

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