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Invest in Others Board Member Joined June 2022 Senior Director Business Development Global Sales Moody’s Analytics Throughout a distinctive career
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Congratulations to the 10 financial advisory firms for being named Charitable Champions! This annual list recognizes companies that give back
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Employees: 145 Location: Maumee, OH Primary Broker-Dealer: Advisor Group Royal Alliance Custodian: Pershing Top Executive: J.R. Toland, President & CEOPhilanthropic
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Employees: 215 Location: Dallas, TX Custodian: Pershing Top Executive: Carter Tolleson, CEOHow does your firm make decisions about what philanthropic
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Employees: 62 Location: Bedford, NH Primary Broker-Dealer: Ameriprise Financial Services Custodian: Self-ClearingPhilanthropic Stats: • $6,400 amount matched/employee/year • $154,311 total
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Employees: 12 Location: Collierville, TN Primary Broker-Dealer: Commonwealth Financial Network Custodian: National Financial Services Top Executive: David Pickler, President &
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Employees: 13 Location: Wethersfield, CT Primary Broker-Dealer: Purshe Kaplan Sterling Investments Custodian: Schwab Advisor Services Top Executive: Greg Hammond, CFP,
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Employees: 74 Location: McLean, VA Primary Broker-Dealer: Advisor Group - Royal Alliance Custodian: Pershing Top Executive: Stephan Q. Cassaday, Founder,
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Employees: 10 Location: Tequesta, FL Primary Broker-Dealer: Commonwealth Financial Network Custodian: National Financial Services Top Executive: Cary Stamp, CFP, CEOPhilanthropic
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Employees: 315 Location: Omaha, NE Primary Broker-Dealer: Cetera Advisor Networks Custodian: TD Ameritrade Institutional Top Executive: Ron Carson, CEO &
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Employees: 215 Location: Seattle, WA Custodian: Fidelity Clearing & Custody Solutions Top Executive: Jon JonesPhilanthropic Stats: • 29.34% volunteer hours/employee
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Employees: 19 Location: Houston, TX Custodian: Schwab Advisor Services Top Executive: Jeff Thomas, Founder & CEO Philanthropic Stats: • 100%
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The latest Invest in Others partnered podcast on Advisorpedia "Transforming Loss Into Support & Recovery with Linda A. Ventura" of
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David Fisher, Mary Pat Roenbeck, Abby Salameh and Craig Young join the IiO Board Invest in Others Charitable Foundation Elects
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Invest in Others Board Member Joined March 2022 Managing Director BlackRock Mary Pat Roenbeck, CIMA, Managing Director, is Co-Head of
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Invest in Others Board Member Joined March 2022 Chief Marketing Officer and Head of CAIS IQ CAIS Abby Salameh serves
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Invest in Others Board Member Joined December 2020 President Allianz Life Financial Services As president of Allianz Life Financial Services,
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Savvy Ladies | Recognition, Rebuilding, Prevention: Financial Education for Women Experiencing Financial Abuse $20,000 toward free financial mentoring for women
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New Jersey Community Development Corporation (NJCDC) | Great Falls Peer Financial Literacy Workshops $20,000 towards youth financial literacy Grant Secured
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Magnet Educational Choice Association Inc. | Student Activity Trips $20,000 towards student financial industry field trips Grant Secured by John
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Family Movement | Homelessness to Homeownership (H2H) $20,000 towards homeownership programs Grant Secured by Robert Basiri | Advisor Group -
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Humble Design | Serving Veterans Leaving Homelessness $20,000 towards furnishing homes for veterans Grant Secured by Courtney Liddy | UBS
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Funds Raised to Support Newly Launched Grants for Change Program ANDOVER, Mass. – August 31, 2020 –The Invest in Others
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Grants of up to $25,000 will go to Nonprofits that Work to Enhance Opportunities for Communities of Color ANDOVER, Mass.
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