Invest in Others Foundation Revamps Mission, Adds Industry Vets to Board

The Invest in Others Charitable Foundation, a 501(c)(3) nonprofit organization helping financial professionals support charitable causes in their communities, has named five experienced industry professionals to its board of directors.

The Invest in Others board also unanimously approved a strategic plan for the 2025 to 2027 time period during its recent leadership meeting, aimed at solidifying its position as a go-to charitable foundation in the financial services industry.

The plan comprises four strategic priorities, according to the announcement, including increasing advisor impact, fostering community and industry engagement, achieving financial growth and aligning governance and operations.

Joining the board are the following industry executives:

• Amy Fritz, executive vice president and head of the independent channel at PIMCO;
• David Michaud, managing director and co-head of North America intermediary sales at Eaton Vance Distributors, a part of Morgan Stanley Investment Management;
• Christopher O’Dea, managing director and national sales manager at Morgan Stanley Wealth Management;
• Tom Walrond, senior vice president and divisional director of the eastern division of Raymond James; and
• Dan Zitting, CEO of Nitrogen (formerly Riskalyze).

“We are delighted to welcome these esteemed leaders to the Invest in Others board of directors,” said R. Barkley Payne, executive director of the Invest in Others Charitable Foundation. “Together, we will continue to empower financial professionals to make a meaningful difference in the communities they serve.”

Since its founding in 2006, Invest in Others has helped to direct more than $6 million to more than 750 charitable organizations across the United States. Nonprofits supported by the group have used the funds to generate additional volunteers, boost community engagement and grow their visibility with the public.

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