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Envestnet | IiO Grant Recipients

Envestnet | IiO Grant Recipients

Over this past month, Invest in Others has partnered with Envestnet to create a grant program exclusively for Envestnet advisors
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3 Tips for Hosting a Successful Fundraiser

3 Tips for Hosting a Successful Fundraiser

Brenda Blisk has always believed in the importance of giving back. But 10 years ago, the McClean, Virginia-based financial advisor
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Carrie Coghill: Fighting for Women's Health

Carrie Coghill: Fighting for Women’s Health

Women’s History Month isn’t just a time to pay tribute the fearless female leaders who have inspired so many. It’s
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Kate Thompson

Kate Thompson

Ms. Thompson was a managing director and Head of US Retail Distribution with Allianz Global Investors, which she joined in
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February 2019 Grants For Good Recipients

February 2019 Grants For Good Recipients

The Invest in Others Grant Program was introduced in late 2018 with the goal of funding specific programs or projects
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Northwestern Mutual, Nashville: A Model of Corporate Culture and Giving Back

Northwestern Mutual, Nashville: A Model of Corporate Culture and Giving Back

In the modern business world, fostering a collaborative culture is every bit as important as bolstering a company’s bottom line.
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Megan McAuley

Megan McAuley

Megan McAuley is the Executive Director and President of the Invest in Others Charitable Foundation, a 501(c)(3) public charity dedicated
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2018 IiO Award Impact

2018 IiO Award Impact

On September 27, 2018, Invest in Others awarded 15 financial advisors more than $300,000 for their commitment to charities in
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Advisor in Action: Jon Uffelman

Advisor in Action: Jon Uffelman

Jon Uffelman Racquet Up Detroit (RUD) Oppenheimer & Co., Inc. Jon has been an avid squash player for many years.
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Ensure That Your Giving Does the Most Good After a Disaster

Ensure That Your Giving Does the Most Good After a Disaster

In times of crisis, Americans consistently show their generosity, opening their hearts and wallets in the aftermath of major natural
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Advisor in Action: Roger Reynolds

Advisor in Action: Roger Reynolds

Roger Reynolds Outdoors for All Foundation Coldstream Wealth Management Fidelity, Charles Schwab & TD Ameritrade For over 28 years ,
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Aaron Klein

Aaron Klein

Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number®and empowers anyone to become a
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Five Reasons to Share Your Story

Five Reasons to Share Your Story

To all the financial advisors who might be hesitant to share your story as a nominee for the Invest in
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Phillip Henry: Advisor in Action

Phillip Henry: Advisor in Action

Phillip Henry IDignity SmartWealth Park Avenue Securities Phillip Henry was driving home from work in his home state of Florida
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December 2018 Grant Recipients

December 2018 Grant Recipients

The Invest in Others Grant Program was introduced in late 2018 with the goal of funding specific programs or projects
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Advisor in Action: Michael Deutsch

Advisor in Action: Michael Deutsch

Michael Deutsch Memphis Inner City Rugby (MICR) United Capital Charles Schwab In 2015, Michael Deutsch saw a short NPR video
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What's the Best Way to Pay It Forward? Give Your Time

What’s the Best Way to Pay It Forward? Give Your Time

Giving makes us richer. When we give to others, we become part of something larger than ourselves. But simply writing
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Aaron Klein Joins Invest in Others Board of Directors

Aaron Klein Joins Invest in Others Board of Directors

Newton, MA – December 12, 2018 – The Invest in Others Charitable Foundation announced today that Aaron Klein, CEO of
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Advisor in Action: Todd Ihrig

Advisor in Action: Todd Ihrig

Todd Ihrig Arlington Street People’s Assistance Network, Inc. (A-SPAN) HD Vest Financial Services   Five years ago, Todd Ihrig was
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Who's Giving? A Closer Look at the Business of Philanthropy

Who’s Giving? A Closer Look at the Business of Philanthropy

Nonprofits must direct their marketing dollars and resources where they’ll do the most good. But while most charities don’t have
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Advisor in Action: Roberto Costa

Advisor in Action: Roberto Costa

Roberto Costa K9’s for Warriors AXA Advisors Roberto Costa first learned about K9’s for Warriors at a Rotary luncheon in
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Advisor in Action: Ruben Rozental

Advisor in Action: Ruben Rozental

Ruben Rozental Commit and Act (U.S.) Black Pearl Financial Services, LLC TD Ameritrade In 2015, Ruben Rozental was introduced to
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Corporate Philanthropy Can Make Your Giving Go Further

Corporate Philanthropy Can Make Your Giving Go Further

With Thanksgiving only weeks away, many companies are considering how to give back to the larger community. But instead of
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Advisor in Action: Hyacinthia Roberts

Advisor in Action: Hyacinthia Roberts

Hyacinthia Roberts Community2Community (C2C) Shooting Stars Business Management HD Vest For the past eight years, Hyacinthia Roberts has served as
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Arnerich Massena, Inc.

Arnerich Massena, Inc.

Employees: 48 Location: Portland, OR Broker-Dealer: N/A Custodian: Schwab Advisor Services Top Executives: Tony Arnerich, Co-CEO, Co-CIO; Bryan Shipley, Co-CEO,
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Adam Antoniades

Adam Antoniades

Adam Antoniades is Chief Executive Officer of Cetera Financial Group and a member of its Board of Directors. As CEO,
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Christine Shaw

Christine Shaw

Christine Shaw is the chief executive officer of InvestmentNews where she is responsible for the company’s strategy, daily operations, products
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Four New Members Elected to Invest in Others Charitable Foundation Board

Four New Members Elected to Invest in Others Charitable Foundation Board

Newton, Mass. – December 2, 2019– The Invest in Others Charitable Foundation (“Invest in Others”) announces the election of four
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Building Community Around a Common Cause

Building Community Around a Common Cause

Being a woman in the financial services industry can be lonely. According to a Cerulli report, only 16% of financial
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Wendy Benson

Wendy Benson

Wendy joined MassMutual in October of 2009 as the Assistant Vice President of Infrastructure and Architecture for MassMutual’s Broker Dealer.
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4 Steps to a Standout Corporate Philanthropy Program

4 Steps to a Standout Corporate Philanthropy Program

We spend most of our waking hours at work, so it makes sense that corporate philanthropy serves as a prime
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Financial Advisors Honored for Philanthropy at the 13th Annual Invest in Others Awards Gala

Financial Advisors Honored for Philanthropy at the 13th Annual Invest in Others Awards Gala

NEWTON, Mass., Sept. 27, 2019 -- On Thursday, September 26, 2019, the Invest in Others Charitable Foundation ("Invest in Others")
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Meet Invest in Others' 15 Award Finalists

Meet Invest in Others’ 15 Award Finalists

Robert Kennedy famously said “some men see things as they are, and ask why. I dream of things that never
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Hope's In Builds 'Invest in Others' Home

Hope’s In Builds ‘Invest in Others’ Home

Shelter is the most basic of necessities, but for many, safe living conditions are in short supply. In Guatemala, the
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Mike Mayernick

Mike Mayernick

2019 Global Impact Award Finalist Love One International Mayernick & Associates Northwestern Mutual Ten years ago, Mike Mayernick and his
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Dan Hintz

Dan Hintz

2019 Catalyst Award Finalist Million Meal Movement UBS Financial Services Inc. In 2006, Dan and Nancy Hintz saw a nonprofit
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Lawrence D. Sprung

Lawrence D. Sprung

2019 Community Service Award Finalist American Foundation for Suicide Prevention Mitlin Financial, Inc. TD Ameritrade Institutional In 2004, Lawrence Sprung
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Kevin M. Nast

Kevin M. Nast

2019 Volunteer of the Year Award Finalist Life Remodeled NastGroup Financial Continuum Advisory, LLC & Triad Advisors Twenty-five minutes from
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Wayne F. Holly

Wayne F. Holly

2019 Volunteer of the Year Award Finalist Bivona Child Advocacy Center Sage Rutty and Company, Inc. First Clearing As a
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Richard S. Brown

Richard S. Brown

2019 Global Impact Award Finalist Starkey Hearing Foundation JNBA Financial Advisors TD Ameritrade Institutional Richard Brown has been giving the
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