News

Newton, MA – December 12, 2018 – The Invest in Others Charitable Foundation announced today that Aaron Klein, CEO of
Read More

Paul Santucci is a Managing Director and Head of Field Development & Productivity for Wealth Management USA. In his current
Read More

Ken Fasone served as an Invest in Others Board Member from June 2018 through June 2019. As an Executive Vice
Read More

As Executive Managing Director, Head of Enterprise and Advisor Sales, Andrew Stavaridis is responsible for all client relationship management, enterprise
Read More

Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting Services, LLC, specializes in advising financial services firms on innovative business
Read More

A leading communications strategist, Jennifer Connelly serves as a trusted consultant to C-suite executives, helping them launch their businesses in
Read More

Carl Katerndahl retired from Nuveen as Head of US Advisory Services in 2019. He previously served as head of Global
Read More

Bob Oros joined Hightower in January 2019 to shift the company to an acquisition-based business model, build out the firm’s
Read More

John Hyland is a founder of Private Advisor Group and brings over 20 years of experience working in the financial services industry to
Read More

Guy is an original member of CNBC's Fast Money. He is currently the Director of Advisor Advocacy at Private Advisor
Read More

Jamie Price is President and CEO of Advisor Group, one of the nation’s largest networks of independent financial professionals. He
Read More

Derek Bruton served as an Invest in Others Board Member from April 2017 through December 2018. Derek Bruton is a
Read More

David Canter is executive vice president and head of the registered investment advisor (RIA) segment for Fidelity Clearing & Custody
Read More

Trap Kloman joined Commonwealth in 2015 as CFO.  He works with other members of Commonwealth's leadership team enhancing the company's
Read More

Thomas Halloran served as an Invest in Others Board Member from April 2017 through April 2019. Thomas Halloran is President
Read More

Kate Healy was formerly Managing Director, Generation Next, focused on advocacy for sustainability issues facing the RIA industry. Healy lead
Read More

Mr. Plump is an executive vice president in the New York office and team leader in the strategic accounts group.
Read More

As former president and chief strategist for the Allianz Exchange, a division of Allianz Life Insurance Company of North America
Read More

Mark M. Goldberg serves as Chief Executive Officer of Griffin Capital Securities, LLC where he is responsible for the execution
Read More

Lisa Dolly served as an Invest in Others Board Member from September 2017 through June 2019. Lisa Dolly is the
Read More

Dave Freniere served as an Invest in Others Board Member from February 2017 through January 2019. Dave Freniere concentrates his
Read More

As President and CEO of Raymond James & Associates (RJA), Tash Elwyn supports the financial advisors in our employee Private
Read More

Ben Huneke is a Managing Director and Head of the Investments Solutions Group of Morgan Stanley Wealth Management.  His responsibilities
Read More

Peter Cieszko is Head of Strategic Development for American Century Investments. Mr. Cieszko, who joined American Century Investments in 2011
Read More