Independent broker-dealer Vanderbilt revamps to focus on impact investing
Jul25

Independent broker-dealer Vanderbilt revamps to focus on impact investing

 The $3B AUM firm rebrands itself with commitment to sustainability in investment options and own culture An independent broker-dealer with roots dating back 52 years, Vanderbilt Financial Group is growing a new reputation for itself by committing to the socially responsible investing space. The Woodbury, N.Y.-based firm calls itself the sustainable broker-dealer. Its dedication to the investing strategy and a focus on prioritizing...

Read More
Vanderbilt Nabs 10 More ESG Advisors
Jul11

Vanderbilt Nabs 10 More ESG Advisors

Vanderbilt Financial Group, a broker-dealer and RIA focused on impact investing, has brought on a team of advisors collectively managing $250 million, according to a press release from the firm. Formerly affiliated with Financial West Group, the 10-person OSJ is led by financial advisor Hunter Brownlie, according to the press release. The team also includes Todd Walker, Rob Libon, and David Schreiber operating as Greenvest. Libon’s...

Read More
An investment firm finds a domain that reflects its values
Jun29

An investment firm finds a domain that reflects its values

Though they’ve been in business since 1965, Vanderbilt Financial Group has evolved throughout the decades that mark its existence. Lately, they’ve focused on helping the planet as well as their bottom line. That was the impetus behind registering vanderbilt.eco. Seeking a means of aligning his business with his values, Vanderbilt CEO Steve Distante developed an interest in impact investing. Impact investing focuses on investing in...

Read More

Vanderbilt Financial Group Recruits EVANS Group Financial Advisors

Vanderbilt Financial Group adds a new branch in Cheshire, Connecticut with over $40 million in Assets Under Management WOODBURY, NY–(Marketwired – May 18, 2017) – Vanderbilt Financial Group, an Independent Broker Dealer, is pleased to announce the addition of a branch from Cheshire, Connecticut. Formerly affiliated with Hornor, Townsend & Kent, EVANS Group Financial Advisors has joined Vanderbilt. Coming off the...

Read More
“Millennial” removed from Webster Dictionary! Replaced with…
Apr13

“Millennial” removed from Webster Dictionary! Replaced with…

Here is a headline I am certain a group of people I am fond of, admire and respect would love to see!   I was at a meeting earlier this week and the presenters used the word over and over again, not reading the audience and eventually getting an earful of how this word is offensive to a group of individuals who happen to be born in a range of years. How do you generalize a population, which, by definition was born during a timeframe...

Read More