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Jeso O'Neill, Director of Communications

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Advisor Spotlight: Mike Evans

Posted by Jeso O'Neill, Director of Communications on 12/30/19 1:22 PM

 

Jeso O'Neill is a season marketing and communications professional with a passion for sustainability. As the Director of Communications at Vanderbilt Financial Group, she has the pleasure of working with a variety of dedicated advisors and staff looking to make a difference in the world through impact investing.Jeso O'Neill is a season marketing and communications professional with a passion for sustainability. As the Director of Communications at Vanderbilt Financial Group, she has the pleasure of working with a variety of dedicated advisors and staff looking to make a difference in the world through impact investing.Each month Vanderbilt Financial Group features an Advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these Advisors offer sage advice and best practices for boosting your business on your terms according to your values.  

This month, we feature Mike Evans of Evans Financial Group in Cheshire, CT. Mike has a long career in several companies, and his knowledge is expansive. It was really great to chat with him and his wife/business partner Mary.

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Topics: Financial Advising, Independent Financial Advisor, The Advisor Spotlight

Advisor Spotlight: Brian Ginty

Posted by Jeso O'Neill, Director of Communications on 11/5/19 1:40 PM

 

Each month Vanderbilt Financial Group features an Advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these Advisors offer sage advice and best practices for boosting your business on your terms according to your values.  

This month I spoke to Brian Ginty of Hudson Valley Financial Services. We chatted about the transformation of technology on the trading desk. Brian laid out some sage pieces of advice for young Financial Advisors just building up their book. 

Listen in on the audio version below or continue on to read the transcript.

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Topics: Financial Advising, Independent Financial Advisor, The Advisor Spotlight

Advisor Spotlight: Stuart Valentine

Posted by Jeso O'Neill, Director of Communications on 9/27/19 8:44 AM

Each month Vanderbilt Financial Group features an advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these advisors offer sage advice and best practices for boosting your business on your terms according to your values.  

This month we're thrilled to be trying out a new format! We're turning these interviews into short-form podcasts. You have to start somewhere and we decided to start with Stuart Valentine, a VFG Financial Advisor whose practice, Centered Wealth focuses on connecting one’s life-purpose with financial choices and investment portfolios. Below are the audio highlights from our interview. However, I found the content very meaty and decided to post the transcript not covered in the podcast below. It's long, but well-worth the read....

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Topics: ESG, sustainability, Jed Emerson, The Advisor Spotlight, renewable energy

Impact Leadership Retreat

Posted by Jeso O'Neill, Director of Communications on 5/23/19 9:25 AM

For our first VFG Impact Leadership Retreat, Vanderbilt brought together the leaders within our impact investing group to learn and connect over the ideas currently circulating within our community.

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Celebrating Earth Day 2019...

Posted by Jeso O'Neill, Director of Communications on 4/5/19 5:10 PM

For 2019, we're celebrating Earth Day over a full week of festivities and service. In service to our mission as a firm, we want to be the most impactful we can while aligning ourselves with the United Nation's Sustainable Development Goals. We believe this includes investing with a specific purpose around environmental and social issues as well as offering up our service and our volunteer time to issues we deeply care about. 

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Topics: Impact Investing, Vanderbilt Financial Group, sustainability, electric vehicles

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