EO
I sit on the board of EO or the Entrepreneurs Organization serving the NYC members as President. We are celebrating EO’s 30th year and I couldn’t be more proud and humbled to serve as President for the 2017 – 2018 term. As part of my role I mentor budding entrepreneurs and encourage them to become social entrepreneurs by finding ways to tie their personal passions and values with their business the way I did.
EO: New York Videos
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EO: New York In The Press
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...
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...
Vanderbilt Financial Group Rounds Out Biggest Recruiting Year with 25 New Financial Advisors in Total and Seven Financial Advisors in Fourth Quarter
WOODBURY, NY--(Marketwired - December 29, 2016) - Vanderbilt Financial Group (VFG), an Independent Broker Dealer known as the "Sustainable Broker Dealer," completes their biggest year of growth with seven new recruits. During November and December, Ryan J. Herits,...
Vanderbilt Financial Group introduces new Impact Investing Think Tank, Impact U, at Annual Sales and Compliance Meeting
WOODBURY, NY--(Marketwired - October 26, 2016) - Vanderbilt Financial Group will host their Annual Sales and Compliance Meeting on Thursday October 27th, and launch their newest project, Impact U. Impact U will house original content, in the form of interviews,...
Vanderbilt Financial Group’s Recruiting Streak Continues With the Addition of Two New Representatives
Vanderbilt Financial Group Adds Two Additional Financial Advisors This Week, Totaling in $20 Million in Assets Under Management Bringing the Monthly Total to Ten New Advisors WOODBURY, NY--(Marketwired - August 26, 2016) - Vanderbilt Financial Group, an Independent...
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...
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....
DOL Rule Could Force Broker Moves
Many advisors who will be unable to sell commissioned investments in IRAs after the DOL rule goes into effect are being forced to shop for new homes. Firms and recruiters are seeing an uptick in the number of inquiries by reps looking for firms that will accommodate...
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