Page 19 - Investment Advisor November 2022

Community Impact

Today, he leads and supports efforts to ensure the YMCA is able free to students at participating universities and colleges. Heath
to meet the community’s needs with the required resources. also is working to develop new initiatives focused on job place-
ment and financial literacy “with an emphasis on educating and
Greg Hammond mentoring women and diverse students and encouraging them
Some clients of Greg Hammond, CFP, CPA, to pursue a career in wealth management,” the firm said.
did not need their Covid-19 stimulus checks,
so Hammond — CEO of Hammond Iles Wealth Fred Kaynor
Advisors — encouraged them to give these Since Fred Kaynor joined Schwab Charitable in
funds to those in need. This type of action and conversation 2014, annual grants have grown from less than
“actually enhances the client-advisor relationship,” he said. $1 billion to more than $4 billion, according to
These discussions and his book “You Can Do More That the firm. As vice president of marketing and
Matters” have helped him raise some $5 million in charitable business development, he has grown the Schwab Charitable
gifts. Also, Hammond Iles Wealth Advisors has raised funds team and “helped to establish Schwab Charitable as a leader
and matched donations over the past year or so, resulting in in the nonprofit sector and a go-to thought leader … on how
$50,000 being given to charitable causes. donors can best support their communities,” it added. During
the past 12 months, thousands of advisors have helped support
Jean Heath tens of thousands of donors in making grants to some 100,000
Jean Heath, managing director and head of charitable organizations in the U.S., Schwab says.
Envestnet’s Asset Manager Network, chairs the
Envestnet Institute on Campus (EIOC) Advisory Thomas Marino
Board. Through the EIOC program, the firm Thomas Marino, an advisor of Atrium Financial
partners with the academic community to build a diverse pool Associates (which works with Woodbury
of workforce-ready, entry-level talent. The curriculum consists Financial and FMG) has been a community
of a series of virtual classes and exams, which are offered for volunteer for 15 years, namely to promote

iCRMH1021U/S-1876837

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NOVEMBER 2022 INVESTMENT ADVISOR 17

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