Advisers, firms win for leadership at the 12th annual Invest in Others Awards
Sep 27, 2018 @ 10:00 pm
By Sarah Min
Five financial advisers and two firms won leadership awards for their charitable initiatives and corporate philanthropy on Thursday night at the 12th annual Invest in Others Awards.
Presented by the Invest in Others Charitable Foundation, the awards program recognized advisers in five different categories. Winners this year received $40,000 for their respective charities, and finalists received awards of $10,000. The winner of the Lifetime Achievement Award received $50,000 for his charity. The award amounts doubled for all finalists this year because of the charity’s record-setting fundraising over the year.
In addition, the foundation awarded for the first time $1,000 to each of the charities of the 60 honorable mentions.
“These donations will impact thousands of people in need,” said Megan McAuley, executive director and president of the Invest in Others Charitable Foundation. “Although this is a competitive industry, it’s so heartwarming to see everyone come together for our organization and for the many great causes we support.”
A record 700 financial professionals and guests attended the Invest in Others gala, which was held in Boston.
Patrick Sullivan, managing director at Private Advisor Group in Morristown, N.J., won the Lifetime Achievement Award for his work serving in Good Grief, a local nonprofit. Mr. Sullivan devoted the past 14 years to the nonprofit, which provides peer support programs for children, teenagers and families dealing with grief after the death of a loved one.
Carrie Coghill, president and CEO of Coghill Investment Strategies in Pittsburgh, Penn., won the Catalyst Award, for her work at the Magee-Womens Research Institute & Foundation, where she has been chairman since 2015. Ms. Coghill got involved after a close friend died from ovarian cancer, and she dedicated her time to learning more about women’s health.
Jim Quigley from Barrington Wealth Management in Chicago won the Global Community Impact Award for his work at Hope’s In. The international service group works in garbage-dump communities in Guatemala to build homes for trash-pickers.
The Volunteer of the Year award went to Sacha Millstone, a financial adviser with the Millstone Evans Group of Raymond James in Boulder, Denver and Washington, D.C. Ms. Millstone was recognized for her work serving as board president at Funding the Future, which uses concerts to promote financial literacy to junior and senior high school kids. In the past four years, the program reached 125,000 students in 33 states and Canada.
Brenda Blisk won the Community Service Award for her work at the American Red Cross in the National Capital Region. Ms. Blisk, who works at Blisk Financial Group in McLean, Va., organized a fundraising plan that rallied working women for a silent auction. The event has raised more than $1.2 million since it started in 2010.
Oregon-based SkyOak Wealth won the award for corporate philanthropy for advisory firms. Other finalists included Cassaday & Co. Inc. in McLean, Va., and Centinel Financial Group in Needham Heights, Mass.
Berkshire Bank, based in Boston, won the corporate philanthropy award for financial institutions. Other finalists were Main Street Financial Services in Luverne, Minn. and Raymond James in St. Petersburg, Fla.
Invest in Others is helping to solicit funds for the charities of the 15 adviser finalists through a donations page on its website.
The first person listed in each category won the award, followed by two finalists.
Patrick Sullivan of Private Advisor Group for Good Grief
William Lervaag of MasterPlan Financial Group for Heart of Illinois Harvest
Steve Plain of SEP Financial Services for Town of Walkill Boys & Girls Club
- Cassaday & Company Inc.
- Centinel Financial Group
- SkyOak Wealth
- Berkshire Bank
- Main Street Financial Services
- Raymond James
Volunteer of the Year
Sacha Millstone of Millstone Evans Group of Raymond James for Funding the Future
Pat Henry of Hanson McClain Advisors for Okizu
Stephen Rudolph of HW Financial Advisors for Milestones Autism Resources
Brenda Blisk of Blisk Financial Group for American Red Cross
Bryan Drowos of Drowos Wealth Management Group of Wells Fargo Advisors for Jewish Federation of South Palm Beach County
Tim Rice of Lakeside Wealth Management for Boys & Girls Clubs of Greater Northwest Indiana
Global Community Impact
Jim Quigley of Barrington Wealth Management for Hope’s In
David Shnitzer of Ameriprise Financial for CameroonONE
Bob Solis of Morgan Stanley for Open Arms Home for Children
Carrie Coghill of Coghill Investment Strategies for Magee-Womens Research Institute & Foundation
Cullen Douglass of Northwestern Mutual for Family & Children’s Service in Nashville
Paul Wetmore of Merrill Lynch for Al Wooten Jr. Heritage Center
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