Page 17 - Investment Advisor November 2022

Community Impact

CAPTRUST sities $5,000 renewable annual grants, and 15 more students
Founded in 2007, the scholarships for the 2022–23 school year.
CAPTRUST Community Foundation provides grants to chari-
table organizations that enrich the lives of children in need. Envestnet
It donated $1,054,000 to nonprofits in 2021 and raised an In 2021, Envestnet expanded its
additional $630,000 for its endowment. Its work includes four Envestnet Institute On Campus pro-
grant programs and entailed awarding 177 grants to qualifying gram in order to “create a diverse pool of workforce-ready,
organizations last year. “Our partnership grants are available entry-level talent for asset and wealth management firms” at no
for any organization to apply for that is centered around our cost to participating colleges, universities and students,” it said.
mission to support children. We also offer employee grants, The EIOC curriculum is now offered at 49 schools, including
project grants and crisis grants,” it explained. historically Black colleges and universities (HBCUs) such as
Howard University. The program also includes mentoring, job
Cetera Financial Group placement, and financial literacy initiatives for students.
Caring Cetera — the firm’s philan-
thropy organization — has raised Finance of America Companies
more than $1.2 million, has “exceed- The firm’s CARES orga-
CONGRATULATIONS
CONGRATULATIONS
ed its fundraising goals, raising $360,000 over the last two nization provided nearly
years,” and aims to leave “a charitable footprint in the com- $600,000 to more than 120 community-based nonprofit orga-
2022 LUMINARIES
2022 LUMINARIES
munities where our advisors live, work and visit,” it said. For nizations in 2021. “From these grants, more than 34,000 peo-
instance, it gave some $200,000 to support the Soldiers’ Angels ple have been served in the areas of youth and human services,
veteran organization in San Antonio, Texas, and $200,000 for as well as veterans affairs. All monies raised are met with a 2:1
children’s education provider Youth on Record in Denver. match by Finance of America Companies, effectively tripling
One of its key efforts is the CeteraNext Diversity in Financial all employee contributions,” it explained. The firm also covers
WE’RE PROUD TO BE LUMINARY FINALISTS
WE’RE PROUD TO BE LUMINARY FINALISTS
Planning Scholarship, which gave 15 students at nine univer- CARES’ operational costs and overhead.
IN THE FOLLOWING CATEGORIES:
IN THE FOLLOWING CATEGORIES: CONGRATULATIONS
CONGRATULATIONS
2022 LUMINARIES
EXECUTIVE LEADERSHIP | INDIVIDUAL
EXECUTIVE LEADERSHIP | INDIVIDUAL
2022 LUMINARIES
Greg Cornick Greg Cornick
CONGRATULATIONS
CONGRATULATIONS
CONGRATULATIONS WE’RE PROUD TO BE LUMINARY FINALISTS
President, Advice & Wealth Management
President, Advice & Wealth Management
CONGRATULATIONS
2022 LUMINARIES
IN THE FOLLOWING CATEGORIES:
2022 LUMINARIES
2022 LUMINARIES
2022 LUMINARIES
WE’RE PROUD TO BE LUMINARY FINALISTS
EXECUTIVE LEADERSHIP | FIRM
IN THE FOLLOWING CATEGORIES:
EXECUTIVE LEADERSHIP | FIRM
Advisor Group
Advisor Group EXECUTIVE LEADERSHIP | INDIVIDUAL
WE’RE PROUD TO BE LUMINARY FINALISTS Greg Cornick
WE’RE PROUD TO BE LUMINARY FINALISTS
EXECUTIVE LEADERSHIP | INDIVIDUAL
WE’RE PROUD TO BE LUMINARY FINALISTS
WE’RE PROUD TO BE LUMINARY FINALISTS
IN THE FOLLOWING CATEGORIES:
IN THE FOLLOWING CATEGORIES:
IN THE FOLLOWING CATEGORIES: President, Advice & Wealth Management
Greg Cornick
IN THE FOLLOWING CATEGORIES:
We share this honor with our 2,000+ employees who
We share this honor with our 2,000+ employees who
dedicate themselves to the 10,000+ financial professionals
dedicate themselves to the 10,000+ financial professionals
President, Advice & Wealth Management
EXECUTIVE LEADERSHIP | INDIVIDUAL
we serve, and to the important role financial professionals
EXECUTIVE LEADERSHIP | INDIVIDUAL
EXECUTIVE LEADERSHIP | INDIVIDUAL EXECUTIVE LEADERSHIP | FIRM
we serve, and to the important role financial professionals
EXECUTIVE LEADERSHIP | INDIVIDUAL
play in improving the lives of their clients.
Greg Cornick
play in improving the lives of their clients.
Greg Cornick
Greg Cornick Advisor Group
Greg Cornick
EXECUTIVE LEADERSHIP | FIRM
President, Advice & Wealth Management
President, Advice & Wealth Management
President, Advice & Wealth Management
Advisor Group
President, Advice & Wealth Management
We share this honor with our 2,000+ employees who
EXECUTIVE LEADERSHIP | FIRM
dedicate themselves to the 10,000+ financial professionals
EXECUTIVE LEADERSHIP | FIRM we serve, and to the important role financial professionals
EXECUTIVE LEADERSHIP | FIRM
EXECUTIVE LEADERSHIP | FIRM
Advisor Group play in improving the lives of their clients.
Advisor Group
We share this honor with our 2,000+ employees who
Advisor Group
dedicate themselves to the 10,000+ financial professionals
Advisor Group
we serve, and to the important role financial professionals
We share this honor with our 2,000+ employees who
play in improving the lives of their clients.
dedicate themselves to the 10,000+ financial professionals
We share this honor with our 2,000+ employees who
we serve, and to the important role financial professionals
We share this honor with our 2,000+ employees who
dedicate themselves to the 10,000+ financial professionals
play in improving the lives of their clients.
advisorgroup.com advisorgroup.com 4965002
We share this honor with our 2,000+ employees who 4965002
dedicate themselves to the 10,000+ financial professionals
we serve, and to the important role financial professionals
dedicate themselves to the 10,000+ financial professionals
play in improving the lives of their clients.
we serve, and to the important role financial professionals
we serve, and to the important role financial professionals
play in improving the lives of their clients.
play in improving the lives of their clients.
NOVEMBER 2022 INVESTMENT ADVISOR 15
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