IiO

Invest in Others Charitable Foundation Names Financial Services Veteran Jeff Vivacqua as Chairman of the Board of Directors

Retrieved on: 
Tuesday, March 19, 2024
Cambridge Investment Research, Research, Business consultant, IiO, Chair, Development, LPL, Marketing, Adviser, MSC, Advisor Group, FINRA, Management

Mr. Vivacqua succeeded John Hyland in this role during the March 8th Invest in Others Board of Directors meeting in Boston.

Key Points: 
  • Mr. Vivacqua succeeded John Hyland in this role during the March 8th Invest in Others Board of Directors meeting in Boston.
  • "John has been an instrumental and an unwavering board member for over ten years," said Mr. Vivacqua.
  • "I am honored to chair this incredibly talented Board of Directors at Invest in Others," added Mr. Vivacqua.
  • "Jeff's appointment as chairman marks an exciting new chapter for Invest in Others," said R. Barkley Payne, Executive Director of the Invest in Others Charitable Foundation.

Invest in Others Charitable Foundation Welcomes Four New Financial Services Leaders to its Board of Directors

Retrieved on: 
Wednesday, November 15, 2023
Acquisition, The Hartford, UBS, Prudential Financial, Head, Entrepreneurship, Chartered financial consultant, Certified Financial Planner, Wealth management, Insurance, FSB, Leadership Council, IiO, Certification, Growth, Financial plan, Orion, Mid-Atlantic Regional Spaceport, Publication, Security, Mid-Atlantic (United States), RIA, MassMutual, Management, Financial adviser, Ameriprise Financial

ANDOVER, Mass., Nov. 15, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others"), a non-profit organization helping financial professionals support charitable causes in their communities, announced today that four additional leaders in the financial services industry have joined its Board of Directors .

Key Points: 
  • ANDOVER, Mass., Nov. 15, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others"), a non-profit organization helping financial professionals support charitable causes in their communities, announced today that four additional leaders in the financial services industry have joined its Board of Directors .
  • Joseph P. Lombardo, Jr. oversees the development of all UBS field leaders and all future-generation talent in the firm's Wealth Management U.S. organization.
  • Mr. Lombardo began his career in financial services in 1990 before joining UBS in 2005 as a Financial Advisor.
  • Mr. North has 29 years of experience in the financial services industry and holds the Certified Financial Planner™ and Chartered Financial Consultant designations.

17th Annual Invest in Others Awards Honor Financial Advisors for Philanthropy

Retrieved on: 
Thursday, September 21, 2023
Morgan Stanley, Organic, Cetera Financial Group, Education, IiO, LPL Financial, Culture, MFS, Volunteer of the Year, Veteran, Fidelity Investments, Apollo, Capstone Partners, Natixis Investment Managers, Commonwealth Financial Network, Gerald Loeb Lifetime Achievement Award winners, Community service, Commonwealth, Health, Merrill (company), Hunger, Social media, Pharmaceutical industry, Financial adviser

BOSTON, Sept. 21, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") presented five awards to financial advisors committed to giving back to their communities during its 17th annual Invest in Others Awards Gala in Boston on September 20, 2023.

Key Points: 
  • BOSTON, Sept. 21, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") presented five awards to financial advisors committed to giving back to their communities during its 17th annual Invest in Others Awards Gala in Boston on September 20, 2023.
  • The Invest in Others (IiO) Awards program, which includes five categories, honors financial advisors who volunteer their time and talents to support nonprofits helping to make a difference in the lives of others.
  • Top gala sponsors included Apollo, Cetera Financial Group, Commonwealth Financial Network, Fidelity Investments, LPL Financial, Merrill Lynch, MFS, Morgan Stanley, Natixis Investment Managers, Osaic, and Private Advisor Group.
  • It's truly a privilege to honor and support their admirable efforts and the example they exhibit for the financial services industry."

Finalists Announced for the 17th Annual Invest in Others Awards

Retrieved on: 
Monday, July 17, 2023
Odyssey, Organic, Grady, Ameriprise Financial, IiO, LPL Financial, Partner, Volunteering, Goldman Sachs, UBS, Morgan Stanley, American India Foundation, Culture, Veteran, Fidelity Investments, Merrill, Commonwealth Financial Network, Community service, Provision, Social media, CureSearch for Children's Cancer, MFS, Gerald Loeb Lifetime Achievement Award winners, Hunger, Catalysis, Cetera Financial Group, Education, Prosperity, Apollo, Capstone Partners, Natixis Investment Managers, Commonwealth, Health, Washington Area Women's Foundation, Management, Financial adviser, Financial services, Ridesharing, Medicine

ANDOVER, Mass. , July 17, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") has announced 15 finalists for the 2023 Invest in Others Awards, which will be held on September 20, 2023 at the Westin Boston Seaport District.

Key Points: 
  • , July 17, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") has announced 15 finalists for the 2023 Invest in Others Awards, which will be held on September 20, 2023 at the Westin Boston Seaport District.
  • Now in its 17th year, the Invest in Others (IiO) Awards program recognizes financial advisors who volunteer their time and talents to support nonprofits helping to make a difference in lives of others.
  • Finalists are selected based on their leadership, dedication, contribution, inspiration and impact on both their designated charities and the communities they serve.
  • To learn more about the finalists and their charitable work, visit investinothers.org/awards and follow #IiOAwards on social media.

16th Annual Invest in Others Awards Honor Financial Advisors for Philanthropy

Retrieved on: 
Friday, September 30, 2022
Health, Culture, Merrill, Volunteer of the Year, List of lifetime achievement awards, Organic, Gerald Loeb Lifetime Achievement Award winners, IiO, Fidelity Investments, Social media, Program, Hunger, Advisor Group, Veteran, LPL Financial, Natixis Investment Managers, Cetera Financial Group, LPL, Oppenheimer, Community service, Education, Awareness, Multimedia, Year, View, Financial adviser, Management

BOSTON, Sept. 30, 2022 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") presented five awards to financial advisors committed to giving back to their communities during its 16th annual Invest in Others Awards Gala in Boston on Sept. 29, 2022.

Key Points: 
  • BOSTON, Sept. 30, 2022 /PRNewswire/ --The Invest in Others Charitable Foundation ("Invest in Others") presented five awards to financial advisors committed to giving back to their communities during its 16th annual Invest in Others Awards Gala in Boston on Sept. 29, 2022.
  • The Invest in Others (IiO) Awards program, which includes five categories, honors financial advisors for taking a leadership role within nonprofits in their communities.
  • Top sponsors included Private Advisor Group, Advisor Group, Apollo, Cetera Financial Group, Fidelity Investments, LPL Financial, Merrill, and Natixis Investment Managers.
  • Grants and awards from Invest in Others enable financial professionals to support nonprofits within their communities.

Philanthropist and Financial Advisor Earns National Recognition + Funding for Revere Schools Foundation

Retrieved on: 
Wednesday, August 17, 2022
See, Partner (business rank), List of lifetime achievement awards, School resource officer, Travel, Mental health, GLOBE, SRO, Volunteering, Ray DiLauro, Community service, Leadership, Board, Foundation, OH, Alertness, School, Program, Partnership, Safety, Awareness, NAACP Theatre Award – Community Service Award, Volunteer of the Year, University, Counselor, Goal, Friends, IiO, Time, Student, Organization, Medicine, Financial adviser, Tutoring, Management

The Invest in Others Awards program recognizes the charitable work of financial advisors in communities across the country and around the world.

Key Points: 
  • The Invest in Others Awards program recognizes the charitable work of financial advisors in communities across the country and around the world.
  • "In 2013, after the Sandy Hook shooting, I was taking my 2nd-grade daughter to school," shares DiLauro.
  • Revere School Foundation was founded just months later, with the first three fundraisers happening at DiLauro's home.
  • For more information on the Revere Schools Foundation, visit reverefoundation.com , and for more information on the award or other finalists, visit investinothers.org .

Finalists Announced for the 16th Annual Invest in Others Awards

Retrieved on: 
Monday, July 11, 2022
LinkedIn, Advisor Group, Program, Community service, IiO, Cetera Financial Group, Summer, Georgetown Lombardi Comprehensive Cancer Center, Hunger, Multimedia, St. Francis, Twitter, Natixis Investment Managers, Culture, Organic, Oppenheimer, MassMutual, American Cancer Society, YMCA, UBS, Veteran, Charitable organization, Education, Women's Educational and Industrial Union, Morgan Stanley, LPL Financial, LPL, Volunteering, Covenant House, Georgetown University, Health, Industry, SS Experiment Camp, Fidelity Investments, View, Leadership, Time, Covenant, Social media, Financial adviser, Management, Fashion, Facebook

Now in its 16th year, the Invest in Others (IiO) Awards program recognizes financial advisors who lend their time and talents to support nonprofits helping to make a difference in people's lives. Through the five award categories -- Catalyst, Community Service, Emerging Impact, Lifetime Achievement and Volunteer of the Year -- the IiO Awards honor financial advisors who have contributed to their causes in significant ways. Finalists are selected based on their leadership, dedication, contribution, inspiration and impact on both the nonprofit and the community it serves.

Key Points: 
  • ANDOVER, Mass., July 11, 2022 The Invest in Others Charitable Foundation ("Invest in Others") has announced 15 finalists for the 2022 Invest in Others Awards, which will be held on September 29, 2022 at the Westin Boston Seaport District.
  • Finalists are selected based on their leadership, dedication, contribution, inspiration and impact on both the nonprofit and the community it serves.
  • In addition to receiving recognition for their work, IiO Awards finalists and winners will receive donations of up to $75,000 from Invest in Others for their designated nonprofit.
  • Financial professionals can apply for grants and awards from Invest in Others that provide critical funding and visibility for nonprofits.

INVEST IN OTHERS NAMES 10 FINANCIAL ADVISORY FIRMS TO ITS ANNUAL CHARITABLE CHAMPIONS LIST

Retrieved on: 
Monday, June 13, 2022
LinkedIn, Culture, IiO, Ameriprise Financial, Organization, Associate, Twitter, Pharmaceutical industry, Hospital, Financial adviser

ANDOVER, Mass., June 13, 2022 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") announced today that it has selected 10 financial advisory firms for its annual Charitable Champions List, which recognizes companies that give back to their communities and successfully promote a culture of philanthropy within their organizations.  

Key Points: 
  • ANDOVER, Mass., June 13, 2022 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") announced today that it has selected 10 financial advisory firms for its annual Charitable Champions List, which recognizes companies that give back to their communities and successfully promote a culture of philanthropy within their organizations.
  • A panel of financial advisors adjudicated the submissions based on several factors, including employee benefits, company contributions and the quality of the firms' philanthropic events and programs.
  • Through their example, these Charitable Champions are proving that the financial industry can be a force for good."
  • From environmental causes to financial literacy, animal welfare, medical research and support for youth and families, the 2022 Charitable Champions provided support to diverse nonprofits.

ADVISOR GROUP PROFESSIONALS RECOGNIZED FOR EXCEPTIONAL CHARITABLE WORK BY INVEST IN OTHERS

Retrieved on: 
Tuesday, December 14, 2021
Desire, AIDS, Population, Tornado, Volunteering, Poverty, SII, Partnership for a Secure America, Risk, CASA, Association, Flood, Green, Entrepreneurship, Organization, Advisor Group, Disability in Canada, Addiction, HIV, Alliance Royale, Organic, Program, List of lifetime achievement awards, Partnership, Foundation, National Broadband Plan (United States), Nonprofit organization, San Francisco AIDS Foundation, SIPC, Court, Ernst & Young Entrepreneur of the Year Award, Jyoti, Woman, Breast cancer, Bloom syndrome, LLC, CEO, Research, Syndrome, FINRA, Employment, Earthquake, Talon, Samuel Bryan, Broker-dealer, Pacific typhoon season, Child, Court Appointed Special Advocates, Hotel manager, Routing number (Canada), IiO, Financial adviser, Pharmaceutical industry, Management

Advisor Group recognized the advisors at the 10th annual ConnectED conference, a hybrid event held in October.

Key Points: 
  • Advisor Group recognized the advisors at the 10th annual ConnectED conference, a hybrid event held in October.
  • Advisor Group's network includes FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.
  • Kenneth Lawrence "Larry" Agee, a SagePoint advisor from Lake Charles, La.-based Agee Financial, received a $50,000 grant from IiO.
  • Greg Cornick, Advisor Group's President, Advice and Wealth Management, said, "We are pleased that the tireless dedication of Advisor Group's affiliated advisors has been recognized by the Invest in Others Charitable Foundation.

Invest In Others Awards Six Grants For Good To Range Of Charities

Retrieved on: 
Friday, December 3, 2021
Refinitiv, Hunger, Completeness, Envestnet, Safe harbor, Awareness, Health, Education, Veteran, Mother, Twitter, LLC, Lists of diseases, Culture, Continuing education, Organization, Good, Baltimore metropolitan area, NAMI, Organic, IiO, Investment, LinkedIn, Pro bono, National Alliance on Mental Illness, Mental disorder, Domestic violence, Pharmaceutical industry

"We're thankful to our sponsors for their support and to the financial community that connects us with these remarkable organizations.

Key Points: 
  • "We're thankful to our sponsors for their support and to the financial community that connects us with these remarkable organizations.
  • Sponsored in part by Envestnet, PGIM Investments, Refinitiv and Sammons Institutional Group, the Grants for Good program was adjudicated by a group of previous Invest in Others honorees and financial industry executives.
  • To learn more about the six Grants for Good recipients, visit: investinothers.org/grants-for-good .
  • For more information, visit investinothers.org or follow Invest in Others on Twitter , LinkedIn , and Facebook .