IN THE PRESS

Vanderbilt Financial Group, Announces New Chief Economist Role and Continues Growth Trend in Q2 of 2019

Impactful Broker-Dealer and RIA, Vanderbilt Financial Group, Announces New Chief Economist Role and Continues Growth Trend in Q2 of 2019

​​​​Impact Investment Firm, Vanderbilt Financial Group (VFG), is thrilled to announce Stewart Johnson has been named Chief Economist.Johnson joins the team at a pivotal moment of growth for the 2nd quarter of 2019 as Vanderbilt also welcomes 6 new advisors, representing over $200 Million AUM.

“Stewart Johnson offers an incredibly unique perspective on the market shaped by his education, his extensive research and his life experiences. His weekly internal economic commentary adds great value to our advisors in distilling larger macroeconomic concepts into actionable ideas,” stated Stephen Distante, Chief Entrepreneurial Officer of Vanderbilt Financial Group.

Filling the first Economist role in Vanderbilt’s history, Stewart Johnson brings over 20 years’ experience in economic research and investment philosophy. He has held research-based positions at Merrill Lynch, CIBC World Bank, and Lehman Brothers, to name a few, and holds degrees from two prestigious institutions – BA in Economics from the University of Pennsylvania, and MBA in Finance from Columbia University.

In the spring of 2017, Stewart suffered a life-threatening health event that halted his career and sent him on a long road to recovery just to return to a baseline of normal in his everyday life. Stewart started the return to work process and has now achieved 100% recovery. This health issue became a catalytic moment for Stewart to question the impact his life and career was having on the world. As the Chief Economist at Vanderbilt, Stewart is passionate about the impact he can have environmentally and socially using his talents as a research analyst to strengthen the firm’s overall economic house view while providing rigorous fundamental financial research and due diligence through an inclusionary, ESG-related lens.

Growth in Our Advisory: Vanderbilt Financial Group continues 2019 with explosive growth in our Advisory Services in New York and across the country. Below are a few of the entrepreneurial leaders who have joined the team as Financial Advisors in Q2.

“We see advisors overall moving more into the independent space. They are attracted to Vanderbilt for the resources and support we provide to entrepreneurial advisors to grow their practice on their terms,” stated Joseph Trifiletti, Chief Operations Officer of Vanderbilt Financial Group.

Based in Missouri, Joseph Allen joined the firm in early February. His specialty lies in Options and Related Risk Management. Joe joined Vanderbilt from Mass Mutual.

Jeremy Brown is our newest addition on the west coast, based in Torrance, CA. With a focus on retirees and pre-retirees, Jeremy is dedicated to helping clients in their desire to achieve their financial goals to be able to enjoy the fruits of their labor as they enter a new phase of life. 

Brett Goldstein joins the Woodbury, NY team as Senior Vice President of Wealth Management. A veteran of the industry, Brett hails from prominent financial institutions UBS, Oppenheimer & Co., and CIBC World Markets and sought out Vanderbilt for an independent, entrepreneurial way of doing business.

Erik Hayden transitioned to Vanderbilt in May 2019 as a Financial Advisor based in New York City. Originally an actor in Broadway shows and film, Erik transitioned to an advisor and helps to align values and investments to act as a positive force in environmental and social issues.

William McConville came to Vanderbilt at the end of May 2019 as a Financial Advisor in Glen Head, NY. William joins us from Wells Fargo Advisors and has over a decade of experience working directly with clients in their desire to achieve their financial goals. William is proud to be joining Vanderbilt which he describes as having “a large amount of resources with a small business, family atmosphere.”

Albert Porto joined Vanderbilt in early April as Financial Advisor. He is located in our Woodbury, NY Headquarters and brings with him over 35 years of experience in the wealth management landscape. Previously, he was the Associate Director of Investments at Oppenheimer & Co. and Janney Montgomery Scott.

About Vanderbilt Financial Group:

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. Vanderbilt is known as “The Sustainable Broker-Dealer” and RIA for their commitment to providing financial advisors and their clients with access to values-aligned investments. Headquartered in a LEED-certified Platinum building, Vanderbilt’s commitment to changing the world begins at home in our office and within our culture. Under the leadership of Chief Entrepreneurial Officer, Stephen Distante, Vanderbilt’s culture has garnered multiple awards and was most recently named “Best Places to Work on Long Island” for 2018.

As a thought leader in the impact space, Vanderbilt Financial Group is dedicated to increasing the reach and impact of the financial services industry using the United Nations’ Sustainable Development Goals as a framework. Their education platform, Impact U, provides students, advisors and investors with unique opportunities to increase their impact investing knowledge through videos, podcasts and fun interactive exercises. Vanderbilt and CEO Steve Distante recently released a documentary short film “Impact,” produced in partnership with Investment News, that sheds light on how purposeful entrepreneurship and impactful investments can help improve the world’s greatest challenges. Interact with Impact U at www.ImpactU.me.

For more information on Vanderbilt Financial Group, please visit www.joinvanderbilt.com.

High-Res Photos and Interviews Available Upon Request to Jeso O’Neill, Director of Communications, at marketing@vanderbitsecurities.com, 631-845-5100.

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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

Advisory Services offered through Vanderbilt Advisory Services, LLC

Vanderbilt Financial Group to Host Electric Vehicle Ride-and-Drive Event in Celebration of Earth Day

Vanderbilt Financial Group, Charge to Work NY and City of Long Beach Host Electric Vehicle Ride-and-Drive Event in Celebration of Earth Day – Sunday, April 28

​​​​​​Impactful investment firm Vanderbilt Financial Group in collaboration with Charge to Work NY and the City of Long Beach are thrilled to present the Earth Week Electric Vehicle (EV) Ride-and-Drive on Sunday, April 28, from 12-3 p.m. at the Long Beach Kennedy Plaza at 1 W. Chester Street, Long Beach, New York.

As part of the City of Long Beach’s 3rd Annual Earth Day Celebration, Long Islanders from across the island are invited to engage with environmental organizations, support local “green” vendors and participate in the Electric Vehicle (EV) Ride-and-Drive. Participants will have the ability to take a quick ride-along as a passenger in one of the latest or most unique EVs and learn tips from the owners on environmental benefits, purchasing/leasing and the latest technology that EVs have to offer.

“My mission is to use the combined force of my businesses and my passions to have the most positive impact on the world – both socially and environmentally. As the number one hit on Google for ‘Tesla’s Biggest Fan,’ electric vehicles and my love for them are part of living a congruent life. I want to share with others that EV ownership can be affordable and fun while also positively impacting our environment,” stated Vanderbilt Financial Group Chief Entrepreneurial Officer and “Tesla’s Number 1 Fan” Stephen Distante.

EV enthusiasts, or those in the making, are encouraged to sign up for a ride today as spots are limited. Free RSVP at this link: https://vfg-ride-and-drive.eventbrite.com(Under 13 years of age must have an accompanying adult.)

To date, a wide range of available EV makes and models will be on display, including:

  • BMW i8
  • Cadillac ELR
  • Chevrolet Bolt
  • Fisker Karma
  • Fiat 500e
  • Hyundai Kona Electric
  • Jaguar I-Pace
  • Tesla Models S, 3 and the Roadster
  • Toyota Prius Prime

The combined mileage of these EVs includes over 229,725 electric miles driven.

Attendees will also have the opportunity to get behind the wheel of a new Tesla Model X or Mitsubishi Outlander plug-in hybrid SUV as part of a test drive to promote Charge to Work NY, an EV workplace charging program for downstate New York businesses managed by CALSTART, a national clean transportation non-profit with more than 200 member organizations. Through Charge to Work NY, the City of Long Beach is reviewing the feasibility of installing two workplace charging ports behind City Hall for use by municipal employees. Other local businesses and employees are encouraged to learn more about accessing low-cost EV charging and vehicle incentives through Charge to Work NY.

Music will be provided throughout the day by Arts in the Plaza and local food trucks will be catering the event. The event is free and open to the public. For more information on the overall celebration, please visit www.longbeachny.gov/earthday2019.

The Earth Week EV Ride-and-Drive in Long Beach is also part of the larger international Drive Electric Earth Day movement, featuring more than 130 events across the country (along with Canada, New Zealand and the Dominican Republic) where communities will gather to celebrate Earth Day and the role that reducing transportation emissions plays in combating climate change, along with the personal and consumer benefits of EVs.

About Vanderbilt Financial Group:

Vanderbilt Financial Group is an investment firm (Broker Dealer and RIA) disrupting traditional finance by focusing on socially and environmentally responsible, ethical and impactful investments. Vanderbilt is known as “The Sustainable Wealth Management Firm” for their commitment to providing financial advisors and their clients with access to values-aligned investments. Headquartered in a LEED-certified Platinum building, Vanderbilt’s commitment to changing the world begins at home in our office and within our culture. Under the leadership of Chief Entrepreneurial Officer Stephen Distante, Vanderbilt’s culture has garnered multiple awards and was most recently named “Best Places to Work on Long Island” for 2018.

As a thought leader in the impact space, Vanderbilt Financial Group is dedicated to increasing the reach and impact of the financial services industry using the United Nations’ Sustainable Development Goals as a framework. Their education platform, Impact U, provides students, advisors and investors with unique opportunities to increase their impact investing knowledge through videos, podcasts and fun interactive exercises. Vanderbilt and CEO Steve Distante recently released a documentary short film “Impact,” produced in partnership with Investment News, which sheds light on how purposeful entrepreneurship and impactful investments can help improve the world’s greatest challenges. Interact with Impact U and watch the documentary film at www.ImpactU.me.

For more information on Vanderbilt Financial Group or for Financial Advisors interested in joining the Broker Dealer or RIA, please visit www.joinvanderbilt.com.

About Drive Electric Earth Day:

Drive Electric Earth Day is an annual celebration and outreach effort that consists of EV activities staged in cities coast to coast and internationally. The goal is to share the experience of electric vehicle owners and bring information about the many reasons to adopt electric vehicles to consumers, policymakers, the media and the general public. For the Ride-and-Drive, Vanderbilt Financial Group and the City of Long Beach have teamed up with Drive Electric Earth Day national organizers, Plug In America, the Sierra Club and the Electric Auto Association to organize this and other national events throughout the month. FLO is the exclusive national charging sponsor. For more information and to see other EV events in April, please visit www.driveelectricearthday.org.

CONTACT: Photos, videos and requests for rides/test drives are available upon request to Jeso O’Neill, Director of Communications, at marketing@vanderbiltsecurities.com or 631-389-3668.

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 • Advisory Services offered through Vanderbilt Advisory Services LLC

Impact Investment Firm, Vanderbilt Financial Group Boasts Record Year of Growth for 2018

     

WOODBURY, NY – (Marketwired – February 14) – Vanderbilt Financial Group (“Vanderbilt”), the Sustainable Broker Dealer and RIA firm, proudly continues its focus on impact investing and boasts a second consecutive record year of growth for 2018.

Redefining their internal perimeters of success, Vanderbilt’s commitment to impactfulness inspired measuring growth beyond traditional economic values to include the impact they have socially and environmentally on a local, national and global scale.

“My mission is to inspire, celebrate, and bring capital to entrepreneurs who are solving the world’s greatest challenges with their businesses, while at the same time aligning our client’s values and passions with the investments we offer,” stated Vanderbilt Financial Group Chief Entrepreneurial Officer, Stephen Distante.

2018 Vanderbilt Highlights Include:

  • Doing Good Breeds Doing Well: 2018 was another banner year of growth for Vanderbilt with an increase in firm gross revenue of 25% over 2017, and a 20% growth in new registered advisors. The influx in recruitment from both large independent firms and large wire houses came from advisors looking for a higher level of customer service and a smaller, family style firm. Vanderbilt leads with values that continue to shine through increased growth.
  • 2018 Best Places to Work in Long Island: Vanderbilt was voted as one of the “Best Places to Work in Long Island” for 2018 by Long Island Business News. Established over ten years ago by Long Island Business News, this distinctive program extensively researches, evaluates, and ranks the best places of employment based on an employee satisfaction and engagement survey along with a comprehensive review of workplace policies and procedures. Gratitude, Respect, Innovation, Teamwork and Trust are the core values at the foundation of Vanderbilt Financial Group. By weaving these ideals into the fabric of their culture, Vanderbilt differentiates themselves from other broker dealers in the financial services sector. “The most important aspect of building a great company culture is to have a vision that is bigger than ourselves, a reason to be in business to benefit others,” said Stephen Distante, CEO of Vanderbilt.    
  • Documentary film to Raise Awareness and Action of Impact Investing: CEO/Executive Producer Stephen Distante premiered the documentary film “Impact”, produced in partnership with Investment News and Vanderbilt education program Impact U, at the United Nations on September 11, 2018. “Impact” showcases the power of entrepreneurs who have infused purpose into their businesses by aligning with one or more of the United Nations’ Sustainable Development Goals. The film profiles entrepreneurs as artists who use their businesses as their canvas; painting their passions, purpose and drive into a profitable venture that has the possibility of improving the world’s challenges. The film weaves together the personal stories of entrepreneurs with the history of impact investing, leaving the audience empowered to take action regardless of whether they start their own business or invest in those changing the world. To date, “Impact” has been uniquely seen over 5,000 times through online distribution at film, in private screenings, and at the Cucalorus Film Festival in Wilmington, NC.
  • Vanderbilt Grows its Impact! In 2018, Vanderbilt Financial Group acquired a 50% stake of a family-run broker dealer on Long Island, a $300 million-dollar firm who devoted their practice entirely to investing with purpose. The addition of this second broker dealer focuses solely on bringing capital to impact-oriented companies to help them scale and grow. This acquisition is a continuation of Vanderbilt’s growth as “The Sustainable Broker Dealer and RIA” and includes activities aimed at educating and engaging investors, entrepreneurs and students alike on impact and socially responsible investing.
  • Vanderbilt joined the United Nations’ Global Compact initiative: Vanderbilt continues a close partnership with the United Nations through signing the Global Compact initiative, a voluntary leadership platform for the development, implementation and disclosure of responsible business practices. Launched in 2000, the UN Global Compact is the largest corporate sustainability initiative in the world, with more than 9,500 companies and 3,000 non-business signatories based in over 160 countries, and more than 70 Local Networks.
  • Bringing Together Divergent Voices in the Impact Space: In October, Vanderbilt held the first of a bi-annual TED-esque style conference, Impact X, which brought together financial advisors from across the country with three thought-leaders working in the impact field using storytelling as a medium for knowledge and information sharing: Majora Carter, Tom Benson of Wildplay, and Daniel Rosen of TerraCycle. Through events and initiatives such as Impact X, Vanderbilt hopes increasing the reach and positive impact of the financial services industry through highlighting the power of impact investing and the use of the United Nations’ Sustainable Development Goals as a starting point.
  • Embracing Technology to Reduce Environmental Impact: In addition to our energy efficient and state-of-the-art LEED Certified Platinum Headquarters, embracing technology has allowed Vanderbilt to go paperless for client accounts firm-wide, resulting in saving 26,558 lbs of wood, 71,122 gallons of water, 3,922 lbs of paper waste, and further reducing our carbon footprint by 59,822 lbs of CO2 via technology platform Docusign.
  • Service to Our Local Community: Leadership and staff came together to raise funds, resources, and supplies for four local Long Island charities: John Brower Jr. Foundation, The Book Fairies, The INN, and Leukemia & Lymphoma Society. Local impact is and will always remain integral to Vanderbilt’s mission.

About Vanderbilt Financial Group:

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. Vanderbilt is known as “The Sustainable Broker-Dealer” and RIA for their commitment to providing financial advisors and their clients with access to values-aligned investments. Headquartered in a LEED-certified Platinum building, Vanderbilt’s commitment to changing the world begins at home in our office and within our culture. Under the leadership of Chief Entrepreneurial Officer, Stephen Distante, Vanderbilt’s culture has garnered multiple awards and was most recently named “Best Places to Work on Long Island” for 2018.

As a thought leader in the impact space, Vanderbilt Financial Group is dedicated to increasing the reach and impact of the financial services industry using the United Nations’ Sustainable Development Goals as a framework. Their education platform, Impact U, provides students, advisors and investors with unique opportunities to increase their impact investing knowledge through videos, podcasts and fun interactive exercises. Vanderbilt and CEO Steve Distante recently released a documentary short film “Impact,” produced in partnership with Investment News, sheds light on how purposeful entrepreneurship and impactful investments can help improve the world’s greatest challenges. Interact with Impact U and watch the documentary film at www.ImpactU.me.

For more information on Vanderbilt Financial Group or for Financial Advisors interested in joining “The Sustainable Broker Dealer”, please visit www.joinvanderbilt.com.

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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

Advisory Services offered through Vanderbilt Advisory Services, LLC

Impactful Broker-Dealer and RIA, Vanderbilt Financial Group, joins the United Nations Global Compact initiative

Impactful Broker-Dealer and RIA, Vanderbilt Financial Group, joins the United Nations Global Compact initiative

WOODBURY, NY – (Marketwired – February 11, 2019) – Impact Investment Firm, Vanderbilt Financial Group (VFG), is pleased to announce they have joined the United Nations Global Compact initiative — a voluntary leadership platform for the development, implementation and disclosure of responsible business practices. With this announcement, VFG is proud to join thousands of other companies globally committed to taking responsible business action to create the world we all want.

The UN Global Compact is a call to companies everywhere to align their operations and strategies with ten universally accepted principles in the areas of human rights, labor, environment and anti-corruption, and to take action in support of UN goals and issues embodied in the Sustainable Development Goals (SDGs). Launched in 2000, the UN Global Compact is the largest corporate sustainability initiative in the world, with more than 9,500 companies and 3,000 non-business signatories based in over 160 countries, and more than 70 Local Networks.

” In joining the UN Global Compact, Vanderbilt is making a formal commitment to upholding and actively working towards the UN’s Sustainable Development Goals. This commitment along with the transparency into our business principals through the annual reporting process is just one step that we are taking to truly be the industry’s only sustainably focused broker dealer and RIA. Our continued work with the UN in the entrepreneurial community allows us to inspire, educate and celebrate entrepreneurs who are solving the world’s greatest challenges with their businesses.” – Stephen Distante, Chief Entrepreneurial Officer of Vanderbilt Financial Group and UN Global Ambassador for the Entrepreneurs’ Organization

Vanderbilt’s CEO Stephen Distante continues to open doors and foster relationships across departments at the United Nations. His work in impact and sustainability aligns directly with the mission of the SDGs and he is committed to upholding their 2030 agenda. Stephen was recently appointed as the UN Global Ambassador for the Entrepreneurs’ Organization (EO). EO is a global organization of influential founding entrepreneurs with over 13,000 members across 175 chapters in 54 countries. As a filmmaker and Executive Producer, Stephen also recently premiered a documentary short film “Impact” on September 11, 2018 at the UN’s first Responsible Investing Conference. “Impact” (www.ImpactU.film) showcases purposeful entrepreneurship, impact investing and how the framework of the SDGs provides the tools for solving the world’s greatest challenges. Stephen believes in living a congruent life and tirelessly champions the SDGs throughout all facets of his work with Vanderbilt, EO, and his filmmaking endeavors. 

About Vanderbilt Financial Group:

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. Vanderbilt is known as “The Sustainable Broker-Dealer” and RIA for their commitment to providing financial advisors and their clients with access to values-aligned investments. Headquartered in a LEED-certified Platinum building, Vanderbilt’s commitment to changing the world begins at home in our office and within our culture. Under the leadership of Chief Entrepreneurial Officer, Stephen Distante, Vanderbilt’s culture has garnered multiple awards and was most recently named “Best Places to Work on Long Island” for 2018.

As a thought leader in the impact space, Vanderbilt Financial Group is dedicated to increasing the reach and impact of the financial services industry using the United Nations’ Sustainable Development Goals as a framework. Their education platform, Impact U, provides students, advisors and investors with unique opportunities to increase their impact investing knowledge through videos, podcasts and fun interactive exercises. Vanderbilt and CEO Steve Distante recently released a documentary short film “Impact,” produced in partnership with InvestmentNews, which sheds light on how purposeful entrepreneurship and impactful investments can help improve the world’s greatest challenges. Interact with Impact U at www.ImpactU.me.

For more information on Vanderbilt Financial Group, please visit www.joinvanderbilt.com.

About the United Nations Global Compact initiative:

The United Nations Global Compact is a call to companies everywhere to align their operations and strategies with ten universally accepted principles in the areas of human rights, labour, environment and anti-corruption, and to take action in support of UN goals and issues embodied in the Sustainable Development Goals. The UN Global Compact is a leadership platform for the development, implementation and disclosure of responsible corporate practices. Launched in 2000, it is the largest corporate sustainability initiative in the world, with more than 9,500 companies and 3,000 non-business signatories based in over 160 countries, and more than 70 Local Networks. www.unglobalcompact.org

High-Res Photos and Interviews Available Upon Request to Jeso O’Neill or Kim Wynne at marketing@vanderbitsecurities.com, 631-845-5100.

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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

Advisory Services offered through Vanderbilt Advisory Services, LLC

Vanderbilt Financial Group Names Chief Financial Officer, Megan Plapp

    

Impactful Broker-Dealer and RIA, Vanderbilt Financial Group, announces promotion of Megan Plapp to Chief Financial Officer

WOODBURY, NY – (Marketwired – January 22, 2019) – Impact Investment Firm, Vanderbilt Financial Group (VFG), is thrilled to announce the promotion of Megan Plapp to the position of Chief Financial Officer. Megan has been a valued member of the Vanderbilt team since 2017, bringing meticulous oversight to the firm’s finances while ensuring the highest level of customer service to financial advisors. 

” Megan has earned this recognition as part of our executive team for her vision, leadership, and industry knowledge. Our company culture celebrates the entrepreneurial spirit which Megan exhibits daily through her invaluable ideas,”  stated Stephen Distante, Chief Entrepreneurial Officer of Vanderbilt Financial Group. 

Megan brings over 18 years’ experience working with or leading financial management and accounting teams. Her passion for Vanderbilt permeates throughout the organization – through the culture she inspires and in the team she leads. As the registered FINOP for the firm, Megan handles all aspects of finance, and heads up the commission department. Megan attended SUNY Oneonta, graduating with a bachelor’s degree in Accounting and a dual minor in Finance and Business Communications. Prior to joining Vanderbilt, Megan worked in the Finance and Accounting departments at Peyser & Alexander Management, Gersh Management Services, and West Hills Day Camp, and was a small business owner for seven years in Patchogue, NY. 

While Megan is extremely diligent with numbers, her real superpower lies in bringing those numbers to life through her past experience and fun personality. We value when employees bring their authentic selves to work – we’re more than a business, we’re a family,” stated Heidi Distante, Chief of Staff at Vanderbilt Financial Group.  

Vanderbilt is proud of its diverse leadership team – 50% of the executive team are women with an array of differing backgrounds – and values the wider spectrum of perspectives this brings to the firm’s overall strategy. As a future-oriented company, Vanderbilt embraces divergent voices who are passionate about being impactful and having a positive impact in society. 

About Vanderbilt Financial Group:

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. Vanderbilt is known as “The Sustainable Broker-Dealer” and RIA for their commitment to providing financial advisors and their clients with access to values-aligned investments. Headquartered in a LEED-certified Platinum building, Vanderbilt’s commitment to changing the world begins at home in our office and within our culture. Under the leadership of Chief Entrepreneurial Officer, Stephen Distante, Vanderbilt’s culture has garnered multiple awards and was most recently named “Best Places to Work on Long Island” for 2018.

As a thought leader in the impact space, Vanderbilt Financial Group is dedicated to increasing the reach and impact of the financial services industry using the United Nations’ Sustainable Development Goals as a framework. Their education platform, Impact U, provides students, advisors and investors with unique opportunities to increase their impact investing knowledge through videos, podcasts and fun interactive exercises. Vanderbilt and CEO Steve Distante recently released a documentary short film “Impact,” produced in partnership with Investment News, sheds light on how purposeful entrepreneurship and impactful investments can help improve the world’s greatest challenges. Interact with Impact U at www.ImpactU.me.

For more information on Vanderbilt Financial Group, please visit www.joinvanderbilt.com.

Photo Credit: Vanderbilt Financial Group

High-Res Photos and Interviews Available Upon Request to Jeso O’Neill or Kim Wynne at marketing@vanderbitsecurities.com, 631-845-5100

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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

Advisory Services offered through Vanderbilt Advisory Services, LLC

Vanderbilt Financial Group Names New Chief Compliance Officer, Steve Howe

   

January 3, 2019

Vanderbilt Financial Group Names New Chief Compliance Officer, Steve Howe

Impactful Investment Firm, Vanderbilt Financial Group, announces new CCO Steve Howe with a fresh, collaborative approach to compliance

WOODBURY, NY – (Marketwired – January 3, 2019) – Vanderbilt Financial Group (VFG) is proud to announce the promotion of Steve Howe to the position of Chief Compliance Officer. A thorough, mindful and compassionate member of the Compliance team, Howe brings a wealth of experience to the role with over a decade of championing greater advisor/client relationships.

Howe exudes Vanderbilt’s values of G.R.I.T.T. (Gratitude, Respect, Innovation, Teamwork and Trust) through his collaborative approach to leadership and oversight. In this new role, he will be responsible for driving the compliance team forward while striving to deliver the highest level of support and service to our clients and advisors. Howe will maintain his responsibilities of on-boarding new advisors and advisory teams to VFG, introducing them to a unique culture of impactfulness that values a collaborative, entrepreneurial approach to business.  

“In this new capacity, we’re pleased to have Steve Howe build upon the firm’s legacy of compassionate compliance. Our team aims to treat advisors and clients as human beings with desires and goals for the future, not just from a financial perspective but also positively impacting society, socially and environmentally. Given his background in environmental science and forest management, Steve feels like a natural fit within the culture of sustainability at Vanderbilt.”  stated Stephen Distante, Chief Entrepreneurial Officer of Vanderbilt Financial Group.

As an experienced, senior financial services professional, Steve possesses an innate ability to oversee back office operations/compliance, manage custodial processes, and champion advisor-client relationships. Steve brings to Vanderbilt an extensive background working with independent Registered Investment Advisors (RIA), Broker Dealers (BD), Qualified Plan/TPA, Insurance, and Corporate Trust services. Steve is knowledgeable with securities data aggregation, financial planning, and CRM systems and technologies. Previously, he was the Director of Operations and Compliance at 3 Dimensional Wealth Advisory. Steve holds a Master’s Degree from Boston University in Environmental Remote Sensing and Geographic Information Systems (‘03) and a Bachelor of Science in Forest Management with an Environmental Science concentration from the University of Vermont (‘99).

About Vanderbilt Financial Group:

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. Headquartered in a LEED-certified Platinum building, Vanderbilt’s commitment to changing the world begins at home in our office and within our culture. Under the leadership of Chief Entrepreneurial Officer, Stephen Distante, Vanderbilt’s culture has garnered multiple awards and was most recently named “Best Places to Work on Long Island” for 2018.

As a thought leader in the impact space, Vanderbilt Financial Group is dedicated to increasing the reach and impact of the financial services industry using the United Nations’ Sustainable Development Goals as a framework. Their education platform, Impact U, provides students, advisors and investors with unique opportunities to increase their impact investing knowledge through videos, podcasts and fun interactive exercises. Vanderbilt and CEO Steve Distante recently released a documentary short film “Impact,” produced in partnership with Investment News, sheds light on how purposeful entrepreneurship and impactful investments can help improve the world’s greatest challenges. Interact with Impact U at www.ImpactU.me.

For more information on Vanderbilt Financial Group, please visit www.joinvanderbilt.com.

Photo Credit: Michael Rolston, Courtesy of Vanderbilt Financial Group

High-Res Photos and Interviews Available Upon Request to Jeso O’Neill or Kim Wynne at marketing@vanderbitsecurities.com, 631-845-5100.

 

Vanderbilt Financial Group, The Sustainable Broker Dealer and RIA, Welcomes A Purpose-Driven & Impactful Team of Advisors to the Family

SOURCE: Vanderbilt Financial Group

October 22, 2018
Vanderbilt Financial Group, The Sustainable Broker Dealer and RIA, Welcomes A Purpose-Driven & Impactful Team of Advisors to the Family
A new team of advisors with a strong focus on purposeful investing joins the expanding firm with an eye towards impact investing
WOODBURY, NY–(Marketwired – October 22, 2018) – Vanderbilt Financial Group is proud to announce the addition of a $300 million dollar team who have devoted their practice entirely to investing with purpose. Vanderbilt Chief Entrepreneurial Officer, Steve Distante, says, “More and more, advisors and clients are voting with their investments to be in line with their values and passions. We are pleased to have another team of advisors join us who are culturally aligned when it comes to investing impactfully.”

In this new partnership, Vanderbilt has acquired 50% of the Broker Dealer, a family run business spanning four generations.

The addition of this team includes a partnership in a second broker dealer focused solely on bringing capital to impact-oriented companies to help them scale and grow. This new Broker Dealer is a continuation of Vanderbilt’s growth as “The Sustainable Broker Dealer and RIA” and includes activities aimed at educating and engaging investors, entrepreneurs and students alike on impact and socially responsible investing. Distante added, “We are grateful for the overall success that our firm has had in the impact space and look forward to the future. This is just the beginning!”

Fresh on the heels of an impact investing focused documentary film premier at the United Nations (UN) on 9/11, Vanderbilt Financial Group is committed to elevating the role of impact investing in mainstream investment. The film, “Impact”, produced in partnership with Investment News, highlights entrepreneurs who are solving the world’s challenges through business and how the capital raised grows their impact economically, socially, and environmentally.

About Vanderbilt Financial Group: Founded over 50 years ago in 1965 and located in Woodbury, NY, Vanderbilt Financial Group is the Entrepreneurial Broker Dealer known as the Sustainable Broker Dealer and RIA committed to investing with purpose. Vanderbilt is a full-service Broker Dealer and Advisory firm with a focus on Impact Investing through their initiative ImpactU.me. Vanderbilt’s refreshing, unique, and innovative culture is a driving force to constantly strive to positively impact their community. To learn more, check out https://joinvanderbilt.com/ and www.impactu.me.

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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
Advisory Services offered through Vanderbilt Advisory Services, LLC

Vanderbilt Financial Group CEO Announces Premiere of New Impact Investing Documentary

Vanderbilt Financial Group CEO Announces Premiere of New Impact Investing Documentary

 Produced in partnership with InvestmentNews, “Impact” showcases the power of aligning businesses and investments with the United Nations’ sustainable development goals

 WOODBURY, N.Y. (Sept. 10, 2018) – Vanderbilt Financial Group CEO Steve Distante and InvestmentNews have collaborated on a new short form documentary that celebrates the creativity and innovation of entrepreneurs and investors who have aligned with one of the United Nations’ sustainable development goals (SDGs) to create a meaningful impact on the world. The film, “Impact,” will debut Sept. 11 during the 2018 Sustainable Investing Conference at the United Nations.

“Impact” was created to elevate the role of entrepreneurism in achieving the SDGs, inspire more social impact entrepreneurs to focus their efforts through alignment with one of the SDGs and encourage more individuals to use the SDGs as an investment framework for impact investing – investments that generate a measurable positive impact alongside a traditional financial return.

“As an impact investing advocate, I thought that a documentary would be the ideal tool for attracting people interested in using their businesses and investments to make the world a better place,” said Distante, who also serves as U.N. ambassador for the SDGs on behalf of the Entrepreneurs’ Organization. “The storytelling format of a documentary is a powerful medium that can emotionally connect you to people and ideas in a way that no other format can.”

In bringing the story of the impact investing movement to life, “Impact” features perspectives from a variety of social impact experts, including:

  • Peter Turkson, cardinal of the Roman Catholic Church
  • Jon Hale, global head of sustainability research at Morningstar, Inc.
  • Hazel Henderson, futurist, economist and author
  • Judith Karl, executive secretary of the U.N. Capital Development Fund
  • Jonas Kron, senior vice president and director of shareholder advocacy at Trillium Asset Management
  • John Streur, president and CEO of Calvert Research and Management

The documentary also follows the entrepreneurial journeys of David Katz, founder and CEO of The Plastic Bank, and George Taylor, CEO of TRU Colors Brewing Company. The Plastic Bank is a startup that takes plastic debris bound to pollute the oceans and turns it into a form of currency for impoverished communities. TRU Colors is a craft brewery that purposefully employs active gang members and offers them a second chance in life. In addition to achieving substantial financial success, both entrepreneurs have dramatically improved the communities where their businesses operate.

“David and George both embody the artistry that takes place when entrepreneurism aligns with the SDGs,” said Distante. “By nature, entrepreneurs are immensely creative. The SDGs provide us with the palette of colors to express that creativity and innovation when we align our businesses and our investments with our passion and values.”

For more information about “Impact” and the impact investing movement, visit www.impactu.film

About Vanderbilt Financial Group

Headquartered in Woodbury, N.Y., Vanderbilt Financial Group is an independent broker-dealer and RIA committed to investing with purpose. Founded in 1965, Vanderbilt has maintained the highest levels of customer service to its advisors and their clients to enable success. Known as the sustainable broker-dealer, Vanderbilt maintains a focus on impact investing, and its organizational goals are aligned with the intention to bring about positive social, environmental or governmental change through its business and investments. For more information, visit www.joinvanderbilt.com.

 

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Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.

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