3rd Annual 5k Walk at Jones Beach – October 7th, and 1st Annual Golf Outing – October 9th
We are happy to announce we have added three additional operational support personnel to our ranks, two of whom will be based in California helping to
Vanderbilt Financial Group’s growth continues with the addition of Financial Advisor Thomas Ray and new support team on the West Coast Vanderbilt Financial Group, the
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.
Michael Ward is an outstanding Vanderbilt Advisor and our Director of Sales. Mike joined Vanderbilt in 2015 and has been an advocate for our firm’s values, passion, and culture ever since. On July 19th, Mike shared a heartfelt post about his late father on Linkedin. We think this post is a testament to Mike’s character and exemplifies how he is a cultural fit to our Vanderbilt core values of gratitude, respect, innovative, teamwork, and trustworthiness.
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”.
On July 6th, we held our third annual fluke fishing trip on the Yankee III out of Captree State Park. 45 members of the Vanderbilt Family showed up for an evening full of fishing, fluke, and fun!
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.”
Effective June 16th, Vanderbilt Financial Group welcomed a 20-person team from Triad Advisors Inc., bringing in over $1 Billion of new Assets WOODBURY, NY–(Marketwired –
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.
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