Impact Investing thought leader, Mehul Thakker, formerly of Financial West Group, joins the movement of impact advisors choosing Vanderbilt Financial Group of Woodbury, NY. Located in San Leandro, CA, Mehul has 15 years of industry experience and manages $60 million in assets under management.
On July 26th Vanderbilt Financial Group CEO Steve Distante and Financial Advisor Jeffrey Gitterman were interviewed in an InvestmentNews article entitled, “Independent broker-dealer Vanderbilt revamps to focus on impact investing”.
Vanderbilt Financial Group’s growth continues with the addition of 10 financial advisors in yet another Impact Investing focused OSJ, bringing in over $250 million in new assets
On June 29th, Vanderbilt Financial Group was featured in a blog post by Name.com, “An Investment Firm Finds A Domain That Reflects its Values.”
We are so excited to congratulate our Chief Compliance Officer, Barry Champney on being named a Giraffe Hero. The Giraffe Heroes Project is a nonprofit
Impact U is an online collaborative community dedicated to teaching students, investors, and financial advisors about Impact Investing. Our think tank is made up of interviews and original content from Impact Experts and Enthusiasts with the goal of furthering the Impact movement because we believe that impact together is bigger and better. To learn more about Impact U, go to www.impactu.me.
CEO Steve Distante sat on the panel for, “The Future of Corporate Responsibility: Exploring Organizational and Individual Preparedness”, in collaboration with Be Social Change (BSC)
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures | Privacy Policy | SEC Rule 606 | Public BCP
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