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Steve Distante

Stephen Distante is the CEO (or as Steve likes to be called, “Chief Entrepreneurial Officer”) of Vanderbilt Financial Group, which was founded in 1965. As the leader of Vanderbilt, Steve serves the advisors and clients by responsibly managing the firm and by instilling a culture of compliance, kindness, and helpfulness. His most impactful purpose is to ensure that all facets of the company are working effectively and efficiently while always looking for the next, smarter, and better way to do things. Steve keeps constant focus on the big picture and working on the business not in the business. He also holds the Vanderbilt Management Team accountable for preserving the vision and goals of the firm to ensure its success and longevity. A key ideal held among the Management Team is being in alignment. As Steve puts it—“We all have our oars in the water and rowing the same way!”
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Recent Posts

Five Ways to Weed Out a Bad Pot Investment

Posted by Steve Distante on 2/5/18 1:54 PM

Come on, all the cool kids are doing it. With names like Joe Montana and Snoop Dogg jumping on the bandwagon, cannabis (marijuana) isn’t just something for those late night frat parties anymore. Welcome marijuana into the mainstream, where it’s easier than ever to invest in cannabis companies through an exchange, commingled fund or private venture interest. Before you get hooked though, advisors should know the five ways to sniff out the stench of a bad cannabis investment.

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Advisors: Prepare Yourselves for the Opioid Crisis

Posted by Steve Distante on 1/28/18 10:48 AM

When people think of a financial advisor, what comes to mind are Roth IRA conversions, tax planning and investing your 401(k). Nobody thinks a financial advisor has the power to save somebody’s life.

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Withdrawal From Paris Accord Drives Impact Investing

Posted by Steve Distante on 6/15/17 1:26 PM
After weeks of speculation, on Thursday, June 1st, 2017, President Donald J. Trump publicly announced the United States withdrawal from the Paris Agreement. To many Financial Advisors with a passion or special focus on Impact Investing, ESG (Environmental Social Governance) Issues, or SRII (Socially Responsible Impact Investing), a withdrawal was something that had the potential to setback their progress, but is it possible that it had the opposite effect?
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Topics: Financial Advisors, Impact Investing, Paris Agreement

Impact Investing: Aware, Unaware & Just Don't Care

Posted by Steve Distante on 4/13/17 4:46 PM

As promoters of the Impact Investing movement, we've noticed that story telling is at the core of the movement. When we speak to people about Impact Investing, the stories behind the projects and investments resonate far deeper on a human level, than the numbers do. So in that spirit, we'd like to share a story that our CEO Steve Distante posted on Linkedin this week. 

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Topics: Impact Investing

DOL - A Strategic Plan

Posted by Steve Distante on 5/6/16 1:26 PM
 
 

I am on a flight on my way back from the 2016 WinOPS User Groups Conference in Denver for a group of BD Operations and Compliance professionals where I was invited to speak on a panel with Industry Titans, John Simmers (former CEO of the ING Advisor Network with more than 8,500 registered representatives) and Jane Reilly (President of NSCP) about the current state of DOL and what we should be doing.

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Topics: Financial Advising, Department of Labor, Retirement Planning

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