Vanderbilt Financial Group Welcomes 8 New Financial Advisors from Bishop Rosen & Co with $200 Million in Assets Under Management.
Isaac Schlesinger joins Vanderbilt Financial Group
Vanderbilt Financial Group acquired New York Financial Advisor Israel Harman. Israel has over 20 years of experience in the industry.
Vanderbilt Financial Group welcomes Joshua Pessin, formerly of Bishop Rosen & Co., as a Financial Advisor with almost 20 years of experience.
William joins the sales force at Vanderbilt Financial Group’s Woodbury Headquarters.
Financial Advisor, Simon Chung joins Vanderbilt Financial Group’s Woodbury Headquarters.
Vanderbilt Financial Group welcomes Financial Advisor, George Drakos. George has almost 50 years of experience in the industry and was previously affiliated with Bishop Rosen.
Vanderbilt Welcomes Henry Lefkowtiz
Vanderbilt Financial Group welcomes David Laliberte as the Branch Manager of new OSJ in Hudson Massachusetts.
Gregory Mistovich joins Vanderbilt Financial Group as a Senior Portfolio Manager
Vanderbilt CEO Steve Distante has been selected to participate in St. John’s University’s 2015 – 2016 Business Plan Competition and Expo as an Executive Judge.
Vanderbilt Financial Group kicked off 2016 with a new initiative to introduce advisors to the opportunity to join meetings, seminars, and discussions virtually. Through the
Our Chief Compliance Office, Barry Champney, was asked to speak at Compliance Science, Inc.’s two day user conference in New York City on November 16th.
Our CEO, Steve Distante, was a keynote speaker at the 2015 International Energy & Sustainability Conference held at Farmingdale State College. For the past four
Vanderbilt Financial Group, an Independent Broker Dealer located in Woodbury, NY held its Impact 2015 Summit on November 5th at Long Island’s prestigious OHEKA Castle. Every year the firm holds an Annual Sales & Compliance Meeting in which all 100 financial advisors get together to discuss industry trends.
Vanderbilt Financial Group celebrated our 50th anniversary in Gatsby Style. On November 5th we gathered to celebrate a half century of successful, sustainable, and innovative
Impactful Investment Firm Vanderbilt Financial Group Dedicates a Year to Sustainable Development Goal 10: Reduced Inequalities From Juneteenth 2020 to Juneteenth 2021, Vanderbilt commits to
Impactful Broker-Dealer and RIA, Vanderbilt Financial Group, Continues Growth Trend in Q2 of 2019 WOODBURY, N.Y., June 17, 2019 (Newswire.com) – Growth in Our Advisory:
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
WOODBURY, NY – (Marketwired – February 14) – Vanderbilt Financial Group (“Vanderbilt”), the Sustainable Broker Dealer and RIA firm, proudly continues its focus on impact
Impactful Broker-Dealer and RIA, Vanderbilt Financial Group, joins the United Nations Global Compact initiative WOODBURY, NY – (Marketwired – February 11, 2019) – Impact Investment
Impactful Broker-Dealer and RIA, Vanderbilt Financial Group, announces promotion of Megan Plapp to Chief Financial Officer WOODBURY, NY – (Marketwired – January 22, 2019)
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