
Advisers Giving Back: A Big Year (and Day) of Giving for the CCF
The CAPTRUST Community Foundation (CCF) raised almost $5 million in 2020, of which it donated a record $1 million, to the benefit of more than 200 nonprofits, over that difficult year.

Advisers Giving Back: The Barry Family
John Barry says giving back has always been important to his firm and his family, though the means of doing so have shifted over the years, from coaching youth sports to mentoring the first-ever rising class of female Eagle Scouts.

Advisers Giving Back: Gallagher and the Special Olympics
Special Olympics CEO Mary Davis says the longstanding support her organization receives from Gallagher has made a direct and lasting difference in communities across the U.S. and the world.

Advisers Giving Back: Rita Fiumara and the Financial Literacy Gap
Providing Barron’s magazine subscriptions to graduate students at her alma mater is one way Rita Fiumara, a retirement plan specialist at UBS, hopes to help improve financial literacy in the U.S.

Advisers Giving Back: Winfred Boyce Jr.
Winfred Boyce Jr. doesn’t consider himself a history buff or an aviation fanatic, but his interest in working with the Tuskegee Airmen’s Atlanta Chapter runs deep and reflects his commitment to giving back.

Advisers Giving Back – Domenic DiPiero at Newport Capital Group
The founder and president of the firm says giving back to the community is something he learned at home—and from an early age.

Advisers Giving Back: The Moneta Charitable Foundation
A 150 mile bike ride for charity? No problem for the MCF.

Advisers Giving Back: Ken Catanella and Challenger Baseball
From the moment Ken Catanella, managing director at the Catanella Institutional Consulting Team of UBS, came across a Little League Challenger Division game, he knew it was something he wanted to get involved in.

Advisers Giving Back: James Betzig at TrinityPoint Wealth
The Boys & Girls Club of Milford is especially close to his heart.

Advisers Giving Back: Stephanie Hunt
Stephanie Hunt at Atlanta Retirement Partners is closely involved with the Food Bank of Northeast Georgia; she particularly enjoys donating her time to the Food 2 Kids program.

Advisers Giving Back: Renee Scherzer at 401K Resources
Two causes that are close to Renee Scherzer’s heart are helping with animal rescues and supporting children in crisis—though her giving efforts expand into many other areas.

LeafHouse’s Charity Ride for CASA/GAL
It’s no surprise that a charity fitness challenge involving cycling—and a great cause—quickly built momentum among advisers.

Advisers Giving Back: Bernadette Lanser and St. Ben’s Community Meal
It was originally supposed to be a one-time thing, but at this point, Lanser has spent more than 17 years volunteering at St. Ben’s Community Meal program.

Advisers Giving Back: Bruce Lanser at UBS
During and after his daughter’s career as an elite speed skater, Bruce Lanser at UBS has been volunteering his time to help the niche sport continue to thrive in the Milwaukee area. He also finds time to serve on the board of Junior Achievement.

Giving Back: Lessons in Mentorship from Soraya Morris
Soraya Morris is a lead trainer at Envestnet | MoneyGuide. She formerly worked for a fee-only registered investment adviser and says mentorship is a huge part of her past and future in this industry.

Advisers Giving Back: Kelli Davis and CSi Advisory Services
Among other efforts, the firm dedicates significant time and resources to causes that fight hunger and support financial literacy among girls and young women in Indiana.

Advisers Giving Back: Brad Arends at intellicents
The plight of rural community health care systems is a personal matter for the community in Albert Lea, Minnesota, and for Brad Arends at intellicents.
An Asset to Society
Celebrating the good works of advisers who give back to their communities.

Advisers Giving Back: Grant Arends at intellicents
Some people are called to give back and invest in their local communities, while others are compelled to go farther afield.

Advisers Giving Back: Attila Toth and Portfolio Evaluations
Investing in the local community has been an important part of the firm’s identity from its founding in 1992, and it makes sure to involve its staff members’ spouses and families to make its giving even more meaningful.