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Independent broker-dealer Vanderbilt revamps to focus on impact investing

Posted by on 10:55 am in Vanderbilt Article | Comments Off on Independent broker-dealer Vanderbilt revamps to focus on impact investing

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 impact within the firm culture has helped it expand its adviser headcount at a time when many independent...

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Vanderbilt Nabs 10 More ESG Advisors

Posted by on 11:00 am in Vanderbilt Press Release | 0 comments

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 expertise is in creating portfolios with a socially responsible investing focus while Schreiber concentrates on...

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An investment firm finds a domain that reflects its values

Posted by on 11:03 am in Vanderbilt Article | Comments Off on An investment firm finds a domain that reflects its values

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 companies and funds to generate social and environmental benefits alongside a financial return. But their...

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Vanderbilt Financial Group Recruits EVANS Group Financial Advisors

Posted by on 10:52 am in Vanderbilt Press Release | Comments Off on 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 heels of their biggest recruiting year ever with 25 new advisors in 2016, Chief Operations Officer, Joe...

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EP#28 STEVE DISTANTE – LESSONS ON ENTREPRENEURSHIP

Posted by on 10:31 am in Vanderbilt Podcast | Comments Off on EP#28 STEVE DISTANTE – LESSONS ON ENTREPRENEURSHIP

This is by far my favorite. Even though I asked Steve for 30 minutes to just talk about cars, I managed to steal another 40 minutes to talk about entrepreneurship. For someone who has always been an entrepreneur from age 5. He obviously has alot I could learn from. He also share a story about how he met his wife. This is part 2 of episode #27 which you can listen or download here Steve is a serial entrepreneur since the age of 5. He is the CEO of his own company, they help people to do good with their own money. To this day, they manage a few...

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Vanderbilt Financial Group Rounds Out Biggest Recruiting Year with 25 New Financial Advisors in Total and Seven Financial Advisors in Fourth Quarter

Posted by on 10:24 am in Vanderbilt Press Release | Comments Off on 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, Joseph Giordano, Michael Peters, Eric Korhut, Larry Worden, Jonathan Affe, and Thomas Meissner joined Vanderbilt bringing the 2016 total to 25 new Financial Advisors. Vanderbilt’s recruiting efforts are led by Chief Operations Officer, Joe...

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DOL Rule Could Force Broker Moves

Posted by on 11:09 am in Vanderbilt Article | Comments Off on DOL Rule Could Force Broker Moves

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 commission business. Some firms appear to be waiting to see if the rule survives, but that’s a big risk, observers said, because advisors can’t be stuck come April, when the rule is set to go into effect, with no way to do business. “A fair amount of smaller B-Ds are not open to...

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Vanderbilt Financial Group introduces new Impact Investing Think Tank, Impact U, at Annual Sales and Compliance Meeting

Posted by on 10:22 am in Impact U Press Release, Vanderbilt Press Release | Comments Off on 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, videos, e-books, and podcasts with Impact Experts and Enthusiasts on a communal platform to spread the impact investing movement. “We’re so excited to finally share Impact U with the public. We realized over a year ago that Impact Investing is not as easy...

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Vanderbilt Financial Group’s Recruiting Streak Continues With the Addition of Two New Representatives

Posted by on 10:57 am in Vanderbilt Press Release | Comments Off on 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 Broker Dealer known as the Sustainable Broker Dealer, adds an additional two representatives just a week after adding eight to their sales-force totaling $220 million in Assets Under Management added in August. This addition secures 2016 as Vanderbilt’s...

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Vanderbilt Financial Group Adds $200 Million in New Assets in Recruiting Spree

Posted by on 10:03 am in Vanderbilt Press Release | Comments Off on Vanderbilt Financial Group Adds $200 Million in New Assets in Recruiting Spree

Vanderbilt Financial Group Recruits a Team of 8 New York Financial Advisors From Bishop Rosen & Co. Bringing Over $200 Million in New Assets Under Management WOODBURY, NY–(Marketwired – August 18, 2016) – Vanderbilt Financial Group, an Independent Broker Dealer known as the Sustainable Broker Dealer, is quickly becoming a recruiting powerhouse with the addition of its newest team of advisors. This latest recruiting effort acquired a team of 8 seasoned advisors from New York City totaling over $200 million in Assets Under...

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