Blog
Clara Sierra
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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2022 Charitable Champions
Congratulations to the 10 financial advisory firms for being named Charitable Champions! This annual list recognizes companies that give back
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2022 Charitable Champion – Savage and Associates
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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2022 Charitable Champion – Tolleson Wealth Management
Employees: 215 Location: Dallas, TX Custodian: Pershing Top Executive: Carter Tolleson, CEOHow does your firm make decisions about what philanthropic
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2022 Charitable Champion – Rise Private Wealth Management
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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2022 Charitable Champion – Pickler Wealth Advisors
Employees: 12 Location: Collierville, TN Primary Broker-Dealer: Commonwealth Financial Network Custodian: National Financial Services Top Executive: David Pickler, President &
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2022 Charitable Champion – Hammond Iles Wealth Advisors
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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2022 Charitable Champion – Cassaday & Company, Inc.
Employees: 74 Location: McLean, VA Primary Broker-Dealer: Advisor Group - Royal Alliance Custodian: Pershing Top Executive: Stephan Q. Cassaday, Founder,
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2022 Charitable Champion – Cary Stamp & Company
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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2022 Charitable Champion – Carson Group
Employees: 315 Location: Omaha, NE Primary Broker-Dealer: Cetera Advisor Networks Custodian: TD Ameritrade Institutional Top Executive: Ron Carson, CEO &
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2022 Charitable Champion – Brighton Jones
Employees: 215 Location: Seattle, WA Custodian: Fidelity Clearing & Custody Solutions Top Executive: Jon JonesPhilanthropic Stats: • 29.34% volunteer hours/employee
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2022 Charitable Champion – Arkos Global Advisors
Employees: 19 Location: Houston, TX Custodian: Schwab Advisor Services Top Executive: Jeff Thomas, Founder & CEO Philanthropic Stats: • 100%
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Empowering Others – Linda Ventura
The latest Invest in Others partnered podcast on Advisorpedia "Transforming Loss Into Support & Recovery with Linda A. Ventura" of
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Four New Members Join Invest in Others Charitable Foundation Board
David Fisher, Mary Pat Roenbeck, Abby Salameh and Craig Young join the IiO Board Invest in Others Charitable Foundation Elects
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Mary Pat Roenbeck
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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Abby Salameh
Invest in Others Board Member Joined March 2022 Chief Marketing Officer and Head of CAIS IQ CAIS Abby Salameh serves
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Corey Walther
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: 2022 Grants for Good Winner
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: 2022 Grants for Good Winner
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: 2022 Grants for Good Winner
Magnet Educational Choice Association Inc. | Student Activity Trips $20,000 towards student financial industry field trips Grant Secured by John
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F.A.M.I.L.Y Home Movement: 2022 Grants for Good Winner
Family Movement | Homelessness to Homeownership (H2H) $20,000 towards homeownership programs Grant Secured by Robert Basiri | Advisor Group -
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Humble Design San Diego: 2022 Grants for Good Winner
Humble Design | Serving Veterans Leaving Homelessness $20,000 towards furnishing homes for veterans Grant Secured by Courtney Liddy | UBS
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David Canter of Fidelity and Eric Clarke of Orion to Run in 2020 Virtual Boston Marathon for Invest in Others Charitable Foundation This September
Funds Raised to Support Newly Launched Grants for Change Program ANDOVER, Mass. – August 31, 2020 –The Invest in Others
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Invest in Others Launches Grants for Change Program
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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