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Jeso O'Neill, Director of Communications

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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

The State of Women Entrepreneurs on #IWD2019

Posted by Jeso O'Neill, Director of Communications on 3/8/19 3:43 PM

Today, March 8, marks the unofficial 110th celebration of International Women's Day. This day is not only a celebratory day, it's also a reminder of the work that's still left to do in gaining gender parity. While there are a million people and subjects we could've highlighted on this day, we decided to stay true to the Vanderbilt way of highlighting and celebrating the women entrepreneurs in our lives and the overall contribution they're making to our global economy. 

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Topics: Business Building, Entrepreneurial Spirit, Women Entrepreneurs

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