News

Invest in Others Board Member Joined April 2021 Head of Institutional Consulting and Private Wealth T. Rowe Price Barrett Wragg
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Last month, Invest in Others provided an opportunity for advisors to apply for a grant on behalf of nonprofits who
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Stacy Bernstein, Greg Cornick and Corey Walther Join the Nonprofit’s Board Andover, Mass. – February 1, 2021– The Invest in
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Invest in Others Board Member Joined December 2020 President, Advice and Wealth Management Advisor Group Greg Cornick is President, Advice
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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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Invest in Others Board Member Joined December 2020 Head of Financial Intermediaries American Century Investments Stacy Bernstein is Head of
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Initiative Provides More than $125,000 to Diverse Programs in Underserved Communities ANDOVER, Mass. – Dec. 14, 2020 –The Invest in
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Stocks in the Future $25,000 towards expanding its financial literacy curriculum Grant Secured by Amir Reda | T. Rowe Price
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Rho Education Foundation $10,000 towards Financial Literacy Enhancement Initiative Grant Secured by Thomas Watkins | Lincoln Investment Why did you
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Rainbow Village $25,000 towards Paving Paths from Homelessness Program Grant Secured by Scott Phelan | Morgan Stanley Why did you
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Literacy Institute for Financial Enrichment $25,000 towards Youth Save & Invest for the Future Program Grant Secured by Lanta Evans-Motte
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Catch the Next, Inc. $25,000 towards Ascender Program Grant Secured by Lillian Gray | Bank of America Why did you
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ARISE2Read $15,720 towards "Books for Keeps" Program Grant Secured by Keri Gage | UBS Financial Services Why did you become
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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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2020 Community Service Award Finalist Lenape Valley Foundation Penn Wealth Planning LPL Financial Lenape Valley Foundation works with members of
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2020 Community Service Award Winner Lee Health Foundation Arch Capital Advisory Group of Raymond James The Lee Health Foundation raises
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2020 Catalyst Award Finalist Clean Slate Living Lincoln Investment Clean Slate Living is a New York-based nonprofit whose mission is
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2020 Catalyst Award Finalist Peter Stuyvesant Little League, Inc. Morgan Stanley Private Wealth Management The Peter Stuyvesant Little League (PSLL)
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2020 Catalyst Award Winner Rebirth Homes CPA Financial Advisors, Inc. Cetera Financial Specialists Rebirth Homes provides homes for survivors of
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2020 Lifetime Achievement Award Finalist Houston Furniture Bank Raymond James Financial The Houston Furniture Bank’s mission is to furnish hope
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2020 Lifetime Achievement Award Winner Western Michigan University Foundation Zhang Financial Charles Schwab, LPL Financial & TD Ameritrade Institutional Western
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2020 Lifetime Achievement Award Finalist Children’s Musical Theatre of Bartlesville, Inc. Caughell Rodgers Investments Commonwealth Financial Network The Children’s Musical
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2020 Volunteer of the Year Award Winner The Florida Dream Center, Inc. UBS Financial Services, Inc. The Florida Dream Center
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