Invest in Others Awards badge
Invest in Others Awards

The IiO Awards program recognizes financial advisors who are making a difference with charities across the country and around the world.

Open to Financial Advisors Monetary Award

Three people holding large check for Marine Corps Scholarship Foundation

16th Annual IiO Awards

September 29, 2022
Westin Boston Seaport District
425 Summer St.
Boston, MA 02210

Tweet with Us! #IiOAwards

Agenda

Thursday, September 29, 2022

12:00–1:30pm

Invest in Others Honoree Luncheon

Business Casual Attire

Board members & 2020–2022 finalists / winners

Invest in Others Awards Gala

Cocktail Attire / Business Professional

5:30pm VIP Toast Board members & 2020–2022 finalists / winners
5:45pm All Attendee Cocktail Reception All registered guests
7:00pm Dinner and Awards Program All registered guests
Post-Gala Gathering All registered guests

Friday, September 30, 2022

8:30–9:30am

Invest in Others Finalist Breakfast with IiO Board Members

Business Casual Attire

Board members & 2022 finalists / winners

IiO Award Finalists

Catalyst badge

Catalyst

Presented to an advisor who has been an active stimulus for positive change and displayed entrepreneurial vision and leadership to a nonprofit organization for at least 3 years. This may involve rejuvenating an organization from failing to thriving, or helping to launch a new nonprofit organization.

2022 Finalists

  • Evan Deoul
    Bernstein Private Wealth Management
    Sanford C. Bernstein & Co.
  • Charles Dunn
    Charles R. Dunn Investment Advisors
    First Allied Securities/Cetera
  • Alana Scott
    Lattig Scott Wealth Management
    Raymond James

Community Service badge

Community Service

Presented to an advisor who has made an outstanding impact on a community through leadership contributions to a nonprofit organization for at least 3 years. He or she has not only contributed to the long-term sustainability of the nonprofit, but also has an established record of motivating and inspiring others. This includes serving with distinction as a fundraiser, board member, or other executive position.

2022 Finalists

Emerging Impact badge

Emerging Impact

Presented to an advisor 45 years of age or younger who is making a mark in their community through their outstanding commitment of time, talent, and resources to a nonprofit over a period of at least 3 years, demonstrating exceptional promise in what they have already contributed and paving the way for the future.

2022 Finalists

Lifetime Achievement badge

Lifetime Achievement

Presented to an advisor who has made a profound contribution to a non-profit organization through an established history of distinguished service, where he or she exhibited leadership, provided inspiration, and gained recognition and respect from peers and the community over a period of at least 20 years, helping the organization evolve and creating a lasting impact on the future of the organization.

2022 Finalists

Volunteer of the Year badge

Volunteer of the Year

Presented to an advisor who has made a significant impact on a nonprofit as a volunteer of at least 3 years by working hands-on and giving of their time, talent, and energy to make a lasting impact on the organization, those it serves, and the community at large.

2022 Finalists

Thank You to Our Gala Sponsors

Diamond Sponsors


Platinum Sponsors


Gold

  • Allianz
  • American Century Investments
  • Ameriprise
  • AssetMark
  • Blackrock
  • Blackstone Group
  • BNY Mellon | Pershing
  • CAIS
  • Cambridge Investment Research
  • Commonwealth Financial Network
  • Diamond Consultants
  • Eaton Vance
  • Envestnet
  • Franklin Templeton
  • FS Investments
  • Goldman Sachs
  • Hightower Advisors
  • InvestmentNews
  • JConnelly
  • MarketCounsel
  • MassMutual
  • MFS
  • Morgan Stanley
  • Nuveen Investments
  • Orion Advisor Solutions
  • PIMCO
  • Putnam Investments
  • T. Rowe Price
  • UBS Wealth Management

Silver

  • Charles Schwab
  • Equitable
  • Janus Henderson
  • Lord Abbett
  • Moody’s Analytic’s, Inc.
  • New York Life
  • Northwestern Mutual
  • Raymond James
  • Riskalyze
  • Sammons Institutional Group
  • SS&C ALPS Advisors
  • Thrivent Advisor Network

Bronze

  • Advisors Asset Management
  • AIG Life & Retirement
  • Clark Capital Management
  • Lincoln Financial Distributors
  • Lincoln Investment Planning
  • State Street Alpha | CRD
  • State Street Global Advisors

Partner

  • Alger
  • Berkshire Bank
  • Columbia Threadneedle
  • Dow Jones
  • First Republic
  • Invesco
  • Janney Montgomery Scott
  • John Hancock
  • PGIM Investments, LLC
  • SEI
  • Transamerica

Cocktail Reception

  • Equitable

After Party

  • Wells Fargo Advisors

Finalist Breakfast

  • FLX Distribution

Honoree Luncheon

  • Arizent