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November 28, 2018 at 02:00 PM
With the holiday season in full swing, Investment Advisor asked broker-dealers and financial advisors to describe how they have donated time and other resources over their careers.
Reading through these vignettes, we have been touched by the generosity of organizations and individuals and impressed by the incredible variety of their non-profit partners. Here two of the 14 stories we received from broker-dealers and advisors.
We also found that this charitable work encompasses local endeavors, as well as worldwide activities that raise the quality of life in countries like Ghana, Haiti and Tanzania. Some industry professionals have gone so far as to “adopt” adaptive athletes and hike Mount Kilimanjaro with them!
These efforts are deeply personal, in many cases, with volunteers saying they are moved to work with existing causes or to start their own charities to address the needs of family members or others facing similar challenges.
This sampling — and it truly is a sampling — speaks to the generosity of spirit that runs throughout the advisory world. And though we could showcase just a limited number of good deeds, this coverage is meant to illustrate the powerful impact financial professions have in their communities. We hope it serves as motivation for more such efforts to come.
Here is part 1 of 5 highlighting two of the 14 stories Investment Advisor magazine received from broker-dealers and advisors.
Advisor Group
FSC Securities CEO Derek Burke and his son Stephen.
For more than 10 years, Derek Burke, CEO and president of FSC Securities, an Advisor Group broker-dealer, has supported and been involved with Cerebral Palsy of North Jersey, a non-profit “dedicated to enhancing the lives of people with disabilities and other special needs,” said Burke.
Burke’s son was born with cerebral palsy and has been a student of CPNJ for 10 years. “[CPNJ supports] personal growth, independence and participation in the community.”
The organization was founded in 1953 by parents of children with cerebral palsy, Burke explained. Today, it is a $36 million organization with more than 800 staff at 19 program sites serving more than 1,500 infants, children and adults with disabilities.
“The staff and volunteers at CPNJ are incredible [and] help people of all ages who are less able to maximize their potential throughout the course of their lives,” he said. “The staff and students are truly inspirational and help me recognize and prioritize the things that are truly important in life.”
Joseph Curatolo and wife Kathy (far right) meet with Candace S. Johnson, Ph.D., president & CEO of Roswell Park Comprehensive Cancer Center after the 2018 Ride for Roswell. The Curatolo’s team, Kids Just Want To Have Fun, raised $180,000 at the event to help enhance the quality of life for kids undergoing cancer treatment at the center.
For 25 years, Joseph Curatolo, president of Georgetown Capital Group (affiliated with Advisor Group’s Royal Alliance), has focused on fundraising for Roswell Park Comprehensive Cancer Center in his community of Buffalo, New York.
American Portfolios CEO Lon T. Dolber at Mount Kilimanjaro with World T.E.A.M. adaptive athletes in 2007.
Dolber presents an award medal to an adaptive athlete from the Center for Discovery at a World T.E.A.M. Adventure Team Challenge closing ceremony.
American Portfolios affiliated financial advisor William Donahue and WWII veteran Charlie Elwertowski in Washington D.C., during an Honor Flight Long Island event.
