News

Budros, Ruhlin & Roe, Inc.

100% of senior leaders and employees participate in the firm’s philanthropic efforts. Closes the office for one day each year
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Michael Meltzer

2016 Global Community Impact Award Winner Maya’s Hope Foundation, Inc. Tocqueville Asset Management L.P. Michael Meltzer watched as his good friend
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Roy C. Jordan

2016 Community Service Award Winner Green Hills Family YMCA/YMCA of Middle Tennessee Northwestern Mutual Northwestern Mutual Investment Services Roy Jordan grew
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Michael J. Nathanson

2016 Catalyst Award Winner National Brain Tumor Society The Colony Group Fidelity, Charles Schwab & TD Ameritrade When Michael Nathanson joined
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Where Are They Now? Lynn Phillips-Gaines

Lynn Phillips-Gaines is a Certified Financial Planner and Principal of Phillips Financial, an independent firm affiliated with Raymond James Financial
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Today’s Hot Topic in Philanthropy: Women’s Economic Empowerment

One of President Barack Obama’s most lauded initiatives was the launch of “My Brother’s Keeper (MBK)” in 2014. The MBK
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Perspectives on Philanthropy: Millennials At Work

“Millennials want to work for a company that doesn’t just make money, but gives back to society,” said Dan Schawbel,
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Where Are They Now? Stacy Francis

Financial advisor Stacy Francis believes financial instability should never determine a person’s fate, especially a woman’s. Growing up, Stacy saw
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Where Are They Now? Rob Shick

For financial advisor Rob Shick, winning the Community Service Award at the 2015 Community Leadership Awards was particularly meaningful. “I
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Where Are They Now? Elizabeth Verterano

In 2008, Elizabeth Verterano received the Community Leadership Award for nearly 30 years of service at the Crisis Shelter of
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Where Are They Now? Scott Sweat

As the Executive Director of David’s Hope International and a financial advisor at AOG Wealth Management, Scott Sweat was overjoyed
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Leslie C. Quick, III Invests in Big Brothers Big Sisters of Essex, Hudson & Union

In 2008, when Mr. Leslie C. Quick, III joined the Board of Directors for Big Brothers Big Sisters of Essex,
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Where Are They Now? Michael Skrynecki

For Michael Skrynecki, winner of the first-ever Invest in Others Catalyst Award in 2014, helping others was never about recognition.
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Michael Velazquez Invests in the Arturo Sandoval Institute

Few people pair music and finance, but for Maestro Arturo Sandoval and Wealth Manager Michael Velazquez it was the perfect
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Rudy Mahara Invests in the Boys & Girls Clubs

Establishing the Boys & Girls Clubs of Fort Wayne was more than an act of kindness for Rudy Mahara, it
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Where are they now? Paul R. Martel

Winning the 2010 Invest in Others Global Community Impact Award came at a pivotal time for Paul R. Martel and
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2nd Annual “Invest in Others” Awards Dinner – September 9, 2008 – Financial Community Awarded for Exemplary Community Service

Ken Clark

Gerald Strid

Barry Glassman