Vanderbilt Insights

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.

Megan Plapp

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

 

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