Page 32 - Investment Advisor September 2022

“Her insights are timely and thought provoking — her evangelist for empowering individuals to align their financial
appearances across industry and mainstream media have both goals with their core values,” according to the firm.
contributed to educating her peers and investors, as well as the Greco Reiches has recognized that “most advisors focus
general public, around topics concerning wealth management on trading client portfolios — picking stocks or positioning
and investing,” it said. A recent piece, “Sustainable Investing the portfolio for ‘the next opportunity,’ it said. “While return
in a World With Putin,” was featured on the Envestnet web- on investment is important, [she] has realized something is
site and shared with various audiences and highlighted “the missing. She has noted that ‘our industry is so focused on
intersection of investment insights against the background of analytics and strategy that the discussion of core values —
current world events and factors.” the beliefs and priorities by which people strive to live — is
often incidental.’”
Kevin DiSano, Beacon Pointe Advisors
In his role as chief growth officer, Kevin Kimberly A. Griego-Kiel,
DiSano supports strategic initiatives and the Horizons Sustainable Financial Services Inc.
firm’s team of advisors through work on For over two years, Kimberly Griego-Kiel has
creating “unique client experiences and busi- been producing the “Deep Impact Investing”
ness development opportunities, driving strong organic podcast to individual investors, advisors and
growth across all Beacon Pointe business lines — including the general public on the impact of their money. Her podcasts
private wealth, institutional and retirement plan services,” focus on social justice, sustainable agriculture, the impacts of
the firm said. money in our society, current events and other topics. “She
Since joining Beacon Pointe in 2020, DiSano has “rein- not only discusses the issue but also includes ways listen-
vigorated Beacon Pointe’s proprietary allWEALTH approach, ers can help facilitate changes in the world. As she says, ‘All
allowing for our rapidly expanding nationwide team of advi- money has impact — it’s what we do with it that matters.’
sors to consistently illustrate [the firm’s] unique value proposi- Kim continues to have guests from the sustainable investment
tion in conversations with clients, prospective clients, industry world who always leave us with something to think about,”
partners and referral sources. [His] impact over the last year according to Horizons.
is exemplified by the firm’s organic growth (excluding market
appreciation) of more than 25% and revenue growth of more Bridget V. Grimes, WealthChoice
than 35%,” it added. Bridget Venus Grimes, CFP, is the founder
and president of WealthChoice, where she
David DeVoe, DeVoe & Company focuses on working with female executives
Founder and CEO David DeVoe has been a and professionals to empower them to take
speaker, advocate and thought leader within control of their wealth, make informed choices, feel happi-
the RIA community for nearly 20 years, “help- ness and joy, and pursue their dreams. Grimes has focused
ing RIA businesses become better and stron- on financial literacy for women through her blogs, inter-
ger,” according to the organization. “He has consulted with views, articles, speaking engagements and in her book,
more than 1,000 firms, guiding them to make better decisions, “Corner Office Choices: The Executive Woman’s Guide to
and regularly publishes widely read reports and whitepapers Financial Freedom.”
on the industry.” In the book, she offers “a holistic approach to financial,
In the past year, “the breadth and depth of education career, and personal planning to provide the tools for women
and guidance developed under [his] leadership has become to build their ideal life …, [and] addresses the common obsta-
even more robust,” it explained. He created the new DeVoe cles that these women face in reaching their goals and shows
GrowthBuilder program, a consulting platform designed to them how to get past them,” according to WealthChoice.
help RIAs improve organic growth, and developed the DeVoe
Accelerator to teach business leaders how to optimize the Amy Hart Clyne, Pitcairn
value of their businesses. “More than 25 years ago, Pitcairn recognized
that within the family office there was an
Shari Greco Reiches, industry need to approach serving female cli-
Rappaport Reiches Capital Management ents differently than their male counterparts,”
Co-founder Shari Greco Reiches has dedicated the firm said. “Under the leadership of current CEO Leslie
her professional career to educating people Voth, the firm launched the Women’s Forum at Pitcairn to help
to make smart decisions with their money. women find their voices and become more active participants
“Through speaking engagements, blogs, webinars and her in their family’s wealth and legacies.”
book, ‘Maximize Your Return on Life,’ she has emerged as an That effort has continued through the years — with the

28 INVESTMENT ADVISOR SEPTEMBER 2022 | ThinkAdvisor.com