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
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
Hyacinthia Roberts Community2Community (C2C) Shooting Stars Business Management HD Vest For the past eight years, Hyacinthia Roberts has served as
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Paul Santucci
Invest in Others Board Member Joined September 2018 Managing Director, Head of Field Development & Productivity UBS Wealth Management Paul
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Are You Ready For Financial Planning Week?
It’s autumn—the season of fall foliage, pumpkin-spiced lattes, and ghosts, goblins and ghouls. But did you know that Halloween isn’t
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Financial Advisors and Firms Honored for Philanthropy at 12th Annual Invest in Others Awards
Newton, MA – September 28, 2018 – The 12th annual Invest in Others Awards Gala was held on September 27,
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Meet Invest in Others’ 15 Advisor Finalists
Every year, as we approach award season, we are blown away by the generosity of our finalists—financial advisors who give
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Ken Fasone
Ken Fasone served as an Invest in Others Board Member from June 2018 through June 2019. As an Executive Vice
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Andrew Stavaridis
Invest in Others Board Member Joined January 2018 Group Head, Wealth Solutions Distribution Envestnet As Group Head, Wealth Solutions Distribution,
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Suzanne Siracuse
Invest in Others Immediate Past Chair & Board Member Joined May 2008 CEO and Founder Suzanne Siracuse Consulting Services, LLC
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Want to Get Involved With a Nonprofit? Here’s How You Can Get Started
Americans are generous. In 2017, the American people collectively donated $410 billion to charitable causes. We give in other important
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Jennifer Connelly
A leading communications strategist, Jennifer Connelly serves as a trusted consultant to C-suite executives, helping them launch their businesses in
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Carl Katerndahl
Carl Katerndahl retired from Nuveen as Head of US Advisory Services in 2019. He previously served as head of Global
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John Hyland
Invest in Others Vice Chair & Board Member Joined May 2014 Executive Officer Private Advisor Group John Hyland is a
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Jamie Price
Jamie Price is President and CEO of Advisor Group, one of the nation’s largest networks of independent financial professionals. He
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Derek Bruton
Derek Bruton served as an Invest in Others Board Member from April 2017 through December 2018. Derek Bruton is a
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David Canter
Invest in Others Board Member Joined April 2017 EVP, Head of the RIA and Family Office Segments Fidelity Institutional David
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Trap Kloman
Invest in Others Treasurer Board Member Joined October 2016 President & COO Commonwealth Financial Network Trap Kloman joined Commonwealth in
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Thomas Halloran
Thomas Halloran served as an Invest in Others Board Member from April 2017 through April 2019. Thomas Halloran is President
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Kate Healy
Invest in Others Clerk & Board Member Joined January 2015 Kate Healy was formerly Managing Director, Generation Next, focused on
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Steve Plump
Invest in Others Board Member Joined June 2018 EVP, Team Lead Strategic Accounts PIMCO Mr. Plump is an executive vice
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Robert DeChellis
Invest in Others Board Member Joined May 2015 Founder and Managing Partner Bonsai, LLC As former president and chief strategist
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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
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
2019 Global Impact Award Finalist Starkey Hearing Foundation JNBA Financial Advisors TD Ameritrade Institutional Richard Brown has been giving the
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3 Ways to Incorporate Philanthropy Into a Conference
Business executives attend conferences for many reasons: to expand their industry knowledge, to network with colleagues, or to make important
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Rich Steinmeier
Rich Steinmeier is managing director and divisional president, Business Development, responsible for the firm’s overall growth strategies. In this role,
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Fred Taylor
2019 Lifetime Achievement Award Finalist Children's Hospital Colorado Foundation Northstar Investment Advisors, LLC Charles Schwab Fred Taylor’s connection to the
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Rachel Schwarz
2019 Community Service Award Finalist Greater Newark Conservancy The Short Hills Group at UBS Financial Services Inc. UBS Financial Services
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Andy Schwartz
2019 Lifetime Achievement Award Finalist NJ SEEDS Bleakley Financial Group LPL Financial Andy Schwartz was an early supporter of New
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David A. Pickler
2019 Catalyst Award Finalist American Public Education Foundation Pickler Wealth Advisors Commonwealth Financial Network David Pickler has been a steadfast
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Brock Moseley
2019 Volunteer of the Year Award Finalist Big Brothers Big Sisters of Greater Los Angeles Miracle Mile Advisors Charles Schwab
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Matt MacLean
2019 Global Impact Award Finalist Quenched Affirm Wealth Advisors Ameriprise Financial Services, Inc. Matt MacLean's faith led him to create
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Mike Berry
2019 Catalyst Award Finalist Kids Aid Legacy Wealth Management Cambridge Investment Research In 2004, Mike Berry dropped his daughter off
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Michael Deutsch
2019 Community Service Award Finalist Memphis Inner City Rugby United Capital Financial Advisers, LLC Charles Schwab Michael Deutsch has a
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Eric Candelori
2019 Lifetime Achievement Award Finalist Marine Corps Scholarship Foundation Merrill Lynch Eric Candelori has volunteered with the Marine Corps Scholarship
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Invest in Others Charitable Foundation Announces Four New Board Members
Newton, MA – June 17, 2019 – The Invest in Others Charitable Foundation announces the election of four new members
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Eric Clarke
Invest in Others Board Member Joined May 2019 CEO Orion Advisor Solutions Eric Clarke is the CEO and founder of
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