This post was originally produced for Forbes.
According to a Can Do MS, Osmond performed at a gala in his honor on October 23, 2014 where $189,000 was raised for the nonprofit.
“I’m beyond humbled and honored to receive the Can Do Award,” said Osmond. “I know firsthand how essential role models are in overcoming difficulties in life and I’m excited to serve as one in the MS community.”
Osmond, whose father Alan Osmond is one of the famous Osmond Brothers; he was forced to retire early due to MS. The younger Osmond says he lives by words his father spoke, “I may have MS, but MS does NOT have me.”
On Tuesday, November 25, 2014 at 4:00 Eastern, Osmond will join me for a live discussion about his award, his career and living with MS. Tune in here then to watch the interview live.
More about Can Do MS:
A national nonprofit organization, Can Do MS is a leading provider of innovative lifestyle empowerment programs that empower people with MS and their support partners to transform and improve their quality of life. Can Do MS achieves its mission through delivery of programs and services to people with MS and their support partners, equipping them with the expanded knowledge, skills, tools and confidence to adopt healthy lifestyle behaviors, actively co-manage their disease and live their best lives.
About David Osmond and 2014 Honoree for Can Do MS’s Autumn Benefit
The Osmond family is world-renowned for its show business legacy. But for one Osmond, following in the footsteps of his family meant overcoming a personal struggle with a lifelong condition – multiple sclerosis (MS). Can Do Multiple Sclerosis (Can Do MS) honored the inspiring David Osmond, a singer-songwriter and member of the world-famous Osmond family, with the 2014 Can Do Award at its Annual Autumn Benefit on Thursday, October 23, 2014, at New York’s Metropolitan Club. All funds raised at the Autumn Benefit will go towards Can Do MS’s lifestyle empowerment programs.
David Osmond has show business in his genealogy as part of the world famous Osmond family, and continuing in the family business was a natural progression. Being the 4th son of Alan and Suzanne Osmond, David grew up in the spotlight, as his father Alan was the oldest, and therefore the leader of the Osmonds (Alan, Wayne, Merrill, Jay, Donny, Marie, and Jimmy).
Every family has challenges to overcome, and the Osmond Family is no exception. When David’s father, Alan, was diagnosed with MS, it led to his early retirement from the performing Osmonds. Shockingly, David was forced to put his career on hold, due to his own diagnosis and physical battle with MS. David followed his father’s own words of wisdom: “I may have MS, but MS does NOT have me,” and has been able to become a symbol of hope to the MS Community.
This post was originally produced for Forbes.
“ADHD is like having a powerful race car for a brain, but with bicycle brakes. You need to strengthen your brakes to win races in life,” said Dr. Ned Hallowell, an MD child psychiatrist and leading authority on ADHD.
Recently, 15 nonprofits collaborated to create Understood.org with help from Hallowell to help students with ADHD and a variety of other learning and attention issues.
Philanthropist Shelly London explains, “One in five children struggles with issues related to reading, writing, math, focus and organization. These kids are as smart as their peers, and with the right strategies and support, they can go from simply coping to truly thriving in school and in life.”
“Parents told us that they want personalized support all along the journey with their kids. But that’s not easy to find. So the 15 nonprofits came together to give all parents access to just that no matter what resources they have or where they live,” she continued.”
“Understood is a comprehensive free online resource that empowers parents through personalized support, daily access to experts, specially designed tools and a secure community. It is available in English, Spanish and read-aloud mode and works equally well on computer, tablet and smartphone,” she concluded.
Hallowell added, “As a parent, how you approach your child’s learning and attention issues will set the tone for how your child manages it his or herself. When you show them compassion and understanding, you teach them to love themselves and see their strengths.”
On Tuesday, November 25, 2014 at noon Eastern, Hallowell and London will join me for a live discussion about Understood. Tune in here then to watch the interview live.
More about the Poses Family Foundation:
Poses Family Foundation (PFF) is a New York City-based foundation that supports organizations in five different focus areas. The Foundation is particularly passionate about and deeply committed to improving the lives of people with learning and attention issues. PFF is one of 15 founding partners in Understood, a comprehensive free resource for parents of the 1 in 5 kids with learning and attention issues.
More about the Hallowell Centers:
The Hallowell Centers offer comprehensive mental health diagnostic and treatment services to our patients and their families. The first center was founded by Dr. Edward Hallowell in 1996. It provides a full range of diagnostic, medical, counseling, support and alternative treatment services for children and adults with learning issues, mental disorders and ADHD. Our Strength-Based Philosophy: First we search for what is good, strong and healthy in a person, then what is in need of remediation. The Hallowell Centers integrate the latest research on brain, body and heart. We help people with emotional issues and learning disabilities lead happier, more productive lives through a positive, balanced treatment approach.
Shelly London, president of the Poses Family Foundation established by Nancy and Fred Poses, is a retired senior corporate executive, current NYU adjunct professor, former Harvard fellow, pro bono consultant to nonprofits and social entrepreneur. She worked 18 years at AT&T T +0.32% primarily in marketing and communication, most recently as a senior vice president. Before retiring in 2008, Shelly served eight years as vice president and chief communications officer at American Standard Companies, which Fred Poses led as chairman and CEO.
In 2009, Shelly was one of 14 inaugural fellows in Harvard University’s Advanced Leadership Initiative, a program for senior leaders who want to move from their primary careers to a life of service. While at Harvard, she began working with partners, students and professors to develop a multifaceted, multimedia program designed to promote ethical thinking among pre-teens, teens and the adults in their lives. The team created several initiatives, including The Family Dinner Project: http://thefamilydinnerproject.org and a computer game called Quandary: http://www.quandarygame.org, which won Game of the Year at the 2013 Games for Change conference.
Shelly teaches ethics at New York University’s Stern School of Business and serves as a pro bono consultant to nonprofits in such areas as the arts, education and learning and attention issues. She graduated with highest distinction in journalism and earned an MBA, both from the University of Kansas.
Dr. Ned Hallowell
Edward Hallowell, M.D., is a child and adult psychiatrist, NY Times bestselling author, world-renowned speaker and leading authority in the field of ADHD. He was a faculty member at Harvard Medical School from 1983 to 2004, graduated from Harvard College and Tulane School of Medicine, and is the founder of The Hallowell Centers for Cognitive and Emotional Health. These Centers offer comprehensive mental health diagnostic and treatment services to patients and their families. He is also a member of Understood’s team of experts.
Dr. Hallowell is best known for the ground-breaking books he co-authored with Dr. John Ratey, Driven to Distraction and Delivered from Distraction, which have sold millions of copies. With decades of experience working with people who have ADHD, Dr. Hallowell has long argued that ADHD is too often misunderstood, mistreated, and mislabeled as a “disability” and that the gifts of this condition are easily lost amid negative comments.
Evrnu is a social enterprise with a mission to reduce waste by recycling cotton clothing. By taking clothing that would otherwise go into the landfill or be incinerated and converting into a usable textile fiber, Evrnu is allowing consumers a new choice in fashion.
Founder Stacy Flynn said, “Sustainable practices and textile innovations like Evrnu that reduce resource extraction and waste will save the fashion industry from itself.”
She notes, “The fashion world thrives on style obsolescence and consumption.” She hopes to fundamentally change the fashion industry by enabling ever-changing fashion to become more environmentally friendly.
Stacy is presently raising money for Evrnu via a crowdfunding campaign on Indieogo, where, with just a week to go she is approaching her goal of $25,000.
On Tuesday, November 25, 2014 at 7:00 PM Eastern, Stacy will join me for a live discussion about Evrnu. Tune in here then to watch the interview live.
More about Evrnu:
Evrnu™ is a social purpose corporation that specializes in garment recycling technology. We manufacture and distribute a regenerated, high-quality, textile fiber created from cotton garment waste. Our mission is to transform the millions of tons of garment waste into a renewable fiber resource. We are committed to creating an integrated approach to fiber production that enables the textile industry to safeguard natural resources while also reducing landfill input and textile incineration.
Stacy is a textile and apparel specialist with 20 years of industry experience who is actively reinventing the business model for textiles to preserve the future of apparel. In 2010, she traveled to China on a business trip without the buffer of big corporate credentials she’d always had on previous trips. After seeing firsthand the devastating impact of her life’s work on the environment and people, Stacy made a commitment to sustainable innovation.
After a diverse background working with both startups and large multi-national corporations like DuPont, Target, Eddie Bauer, and Rethink Fabric, Stacy launched Future Resource Collective (FRC), a collaboration hub and incubator for sustainable innovations in the apparel and textile industry. In 2014, FRC launched its first social purpose corporation, Evrnu, which uses a patent-pending technology that recycles cotton garment waste to create premium, renewable fiber. Stacy has a BS in Textile Development and Marketing from the Fashion Institute of Technology and an MBA in Sustainable Systems from Bainbridge Graduate Institute at Pinchot University.
Sarah Holbrooke’s Pinhead Institute in Telluride, Colorado is working to bring world-class STEM (science, technology, engineering and math) education to rural Colorado. That’s about as far away from her past career as a network television producer as you can get.
“Science is going to save the world, and it’s not my generation that is going to do it. It is up to the younger generation to discover new ways forward through STEM (Science, Technology, Engineering and Math) advances,” Sarah explains. “Pinhead inspires young minds to get interested and involved in all levels of STEM, in fun and illuminating ways. We work with kids in grades K – 12 in rural southwestern Colorado, providing inspiration through presentations by working scientists, and hands-on educational programs throughout the school year and during the summer with various camps and our prestigious internships for high schoolers.”
On November 25, 2014 at 11:00 AM Eastern, Sarah will join me for a live discussion about her work at Pinhead. Tune in here then to watch the interview live.
More about the Pinhead Institute:
Pinhead Institute is a Smithsonian Affiliate based in Telluride, Colorado that strives to promote STEM (Science, Technology, Engineering and Math) education both locally & globally. An international network of the world’s leading scientists supports our many educational programs providing unparalleled opportunity to high-level scientific education in rural Colorado. Pinhead Institute educates and inspires children and adults in the greater Telluride region about the wonders of science and technology.
Sarah Holbrooke is the executive director of the Pinhead Institute. Before joining the organization in April 2014, she was a filmmaker and Peabody award-winning television producer, working for ABC News, CBS News and CNN. She collaborated with anchors such as Peter Jennings, Katie Couric and Larry King. As a television producer, Sarah specialized in particularly complicated and daunting field production, organizing shoots at the Museum of Natural History, the red carpet at the Oscars and filming in medical operating theaters. She also was a senior booker for several networks including CNN where she arranged on-air interviews with leading opinion makers, scientists, and celebrities. Sarah is a graduate of Wesleyan University, with a double major in English and Psychology with a concentration in BioPsych. After living in New York city for two decades, she now lives in Telluride, Colorado with her husband David, the Festival Director of Mountainfilm in Telluride, her three children and her two dogs. In her spare time she enjoys rock climbing, hiking, biking and relaxing with a good book.
This is a guest post from Luke Winter. As owner and founder of Woodzee Inc. Luke parlays his fashion industry business savvy into an impactful way to benefit the environmental movement with Woodzee, creating beautiful products and inspiring projects for new generations.
With consumerism at an all-time high and environmental health being pushed to the back burner, in June of 2011 I found myself searching for a way to better the world in an impactful manner. To appeal to consistent consumerism, I decided to provide a unique product to the public while simultaneously educating and inspiring customers to initiate change. Emerging from my experience in the fashion industry and my passion for ecological responsibility, Woodzee was born with the vision of providing renewable, quality wooden eyewear and accessories.
Sustainability is at the heart of Woodzee, so the beginning stages of product development focused on material quality and sourcing, as they are of huge importance to me. Since we started, we have been dedicated to using 50 percent recycled packaging, printed with soy ink to decrease unnecessary waste, and now as we move forward, we’re able to print packaging locally, which streamlines production and helps drastically reduce our carbon footprint.
With a great response out of the gate, I immediately knew Woodzee was going to be successful and was excited to be a force in the movement towards increased environmental consciousness. Wanting to further expand our sustainability scope, two years into production the Recycle Program and Our World were introduced. These initiatives encouraged customers to recycle old glasses, by offering them a 40 percent discount on a new pair, and has built a loyal following, allowing us to come full circle with our mission. By reusing metal pieces, grinding wood into packaging material, and giving intact glasses to those in need, our Recycle Program truly embodies a positive correlation of Style & Nature. Hoping to get individual customers excited about our environmental philosophy, we created Our World. During checkout, customers are able to make social and environmental contributions through various organizations that benefit people, protect animals, preserve watersheds, and plant trees globally. It’s immensely rewarding to see the response we get from customers regarding their personalized contribution, and how inspired they are to shape their neighborhoods into more beautiful corners of the globe.
Luke Winter by Shannon Rosan
While encouraging customers to better their hometowns, we also happily contribute to our own town of Chico, Calif. We have teamed up with our local high school’s Regional Occupational Program (ROP) to support students, instill interest, and work on exciting developments. Utilizing 3-D printers and advanced software to design and create prototypes, these engineering students bring Woodzee to life. Outside of the classroom, we continue to give support by funding a scholarship program aiding their endeavor toward higher education.
In May of last year I was contacted by Robert Mondavi Private Selection, and our special-edition wine barrel sunglasses were soon put into production. Collaborating with such a noteworthy company while simultaneously giving old barrels a fashionable second life, this collaboration was a worldwide success. In response to the significant positive feedback, future projects are in the works, including using recycled Hawaiian wood for a highly anticipated collaboration with “culturally, historically, and aesthetically significant” Endless Summer.
Always keeping our humble beginnings in mind, our Woodzee family continues to grow by widening our programs, moving toward less waste, and expanding product lines. With plans to move production to California in 2015, the future of Woodzee is looking bright. Find out more about us at, www.woodzee.com.
This is a guest post from Cici Pandol who recently graduated from the University of Richmond and is currently the Director of Communications at SoapBox Soaps.
Being healthy inside is directly impacted by being clean outside, which is why much of the world’s hygiene problems are treated with clean water solutions. But did you ever consider soap as part of this equation? It’s so obvious for us to use soap to keep clean that I’m not sure we would ever think that there is a lack of soap available to many people around the world.
SoapBox built a company around this simple idea, created after our Co-Founder, Dave Simnick, had this same epiphany while working with USAID. SoapBox is a social mission soap company, selling bar soaps, liquid hand soaps, and body washes. He found out that more than 3,000 children’s lives could be saved every day with something as simple as a bar of soap and clean water. This is because unsafe drinking water, insufficient water for hygiene, and lack of access to basic sanitation products together contribute to 88% of deaths from diarrheal diseases.
So how do we operate exactly? Our bars give a bar directly. We work with Global Soap Project, an organization that collects hotel soap remnants and remakes them into new bars, to give bars in the US and abroad. More often abroad we purchase soap in the local community markets or start small soap making businesses. Our hand soaps donate a month of clean water through our partner RainCatcher, who has developed a system to catch pure, free rainwater and store it in tanks in rural areas. Our body washes give a year of vitamins through our partner VitaminAngels, who give vitamin A and prenatal vitamins to strengthen both to-be moms and their kids, building healthy immune systems from the start. We are trying to combat hygiene from all angles, working with aid partners who have proven to be effective and sustainable in their work.
As the Director of Communications, I get to collect the stories of the real impact of our sales, and man, are there some cool ones. I was struck by one particular story recently about an organization that receives soap from us and gives them to boys in Thailand. Urban Light is a non-profit in Thailand that works with young boys involved in prostitution. They hold youth camps to empower the boys to get out of their situations and rebuild their self-esteem. SoapBox provides bar soaps to be included in the emergency kits that the Urban Light team hands out to boys on the street involved in prostitution. Alezandra told me that soap is a huge thing for these boys, and to be able to just take a shower after a night working the street can help them restore their dignity and self-esteem. With an impact like this, yes it’s uncomfortable to talk about, but wow is it real.
As of late, most of our bar donations have been going to the Ebola efforts in Liberia through DirectRelief, who has sent 19 emergency shipments so far, valued at over $7 million. We recently heard from them about what their projected bar soap needs were. So far we have been able to give about 10,000 bars. They followed up with a request for 5 million. The need is so huge it blew our minds, and sobered us to think that we were just adding a drop in the bucket to the fight. Because of this huge need, we have given double the amount of bars we’ve actually sold so far. But don’t we have to? This is what our company was founded to do, help people.
This dichotomy between operating for what we were made to do and continuing to exist is a balance only social enterprises experience. To be pulled in these two directions, the essence of your existence being out of reach because of the needs for your continued existence has to take precedence, is tough! We hope to be able to continue existing and continue making a difference, one everyday purchase at a time.
Support these causes with your own purchase at www.soapboxsoaps.com
This post was originally produced for Forbes.
Conservation finance is a relatively new concept in impact investing circles that looks to create financial returns from conservation activities. The Freshwater Trust is a key player in this promising financial arena.
Traditionally, most money spent on conservation comes from governments. Some additional philanthropic dollars are also invested in the space. About 75 to 80 percent of the annual $300 to $400 million required to preserve biodiversity and ecosystems globally is unmet.
Folks like Joe Whitworth, President of the Freshwater Trust, believe that tapping in to investment dollars is the only way to cover the huge shortfall.
In a statement, the Trust provided an example:
The Trust has developed a natural system for cooling Pacific Northwest river water (important for salmon) that places great value in the quantifiable properties and benefits of each project. It works like this: Waste water from facilities that treat wastewater is often heated to kill bacteria, but the water is too warm to be discharged directly into the river and must first be cooled to protect fish. Local companies and governments often build expensive cooling systems, but it is easier—and cheaper—to cool the river with shade planted by local landowners. For half the price, The Freshwater Trust can cool twice the amount of water, while protecting riverbanks from erosion and developing new habitats for animals.
On Thursday, November 20, 2014 at 6:00 PM Eastern, Whitworth will join me for a live discussion about their financial innovation. Tune in here then to watch the interview live.
[At the time of the interview, I will insert a video player here. Bookmark this page and come back then to watch the interview live. Replays will be available here thereafter.]
More about The Freshwater Trust:
If we don’t change direction, we’ll end up where we’re headed.
Given the trends of freshwater indicators and wild fish populations, it has become clear that the traditional conservation methods engaged over the last quarter century are proving inadequate to demands placed on our ecosystems. The system of laws, procedures and funding — while providing key protections and needed building blocks — has become badly fragmented at a time when we cannot afford to be anything less than efficient. Bulwarks intended to thwart reckless extraction have grown into barriers to restoration.
We have all the ingredients for success: willing landowners, well-intended agencies, capable locals and millions of dollars of annual investment, and yet we are not gaining ground.
We must change course.
The Freshwater Trust builds and implements the tools and methods that can accelerate results for our freshwater ecosystems. As you look through these pages, you will notice our take on conservation is decidedly not more of the same. Whether technology, mergers or non-traditional ways to fund philanthropic work, this ain’t your grandparents’ conservation group — we are interested in doing what it takes to get results on the ground. We’re not a think-tank, we’re a “do-tank”, and our singular focus is to provide the platform for practical conservation. At scale.
Informed by his 20+ years of NGO work, Joe is focused on the next generation of conservation tools that can leverage technology and finance to accelerate the pace and scale of restoring freshwater ecosystems. A patented inventor and an American Leadership Forum Senior Fellow, he was also founding board chair of the Council for Responsible Sport.
Throughout his career, Joe has served as a formal adviser on issues ranging from agriculture, climate, finance, salmon, and water at both the state and regional levels. He holds a J.D. from Lewis & Clark College, and an A.B. from Dartmouth College. When not exploring new water, Portland, Oregon serves as home base for him and his family.
On June 12, 2014 we visited here with Nicholas Fusso about the $20,000 D-Prize, a cash award for social entrepreneurs with a plan to effectively distribute proven poverty solutions. Nicholas is back to report.
“During our first [interview], we talked about an upcoming D-Prize competition. We have since finished that, and found some extraordinary new entrepreneurs,” Nicholas said.
“We continue to see great proposals from US-based entrepreneurs. We are also excited to see a growing number of good proposals from candidates already living in developing countries,” Nicholas continued. “For instance, this last competition included an entrepreneur from Nigeria.”
Nicholas went on to explain, “Our earlier winners are also making huge strides. Collectively they have raised over $1m after receiving a D-Prize award. They have also gone on to help tens of thousands of people already."
"We have already launched a new prize competition to find the next wave of social entrepreneurs. The deadline to apply is December 30, and you only need to submit a 2 page concept note and a resume. Come tell us how you will provide real poverty solutions to those in need,” Nicholas concluded.
On Thursday, November 20, 2014 at 5:00 Eastern, Nicholas will join me for a live discussion about the success of the first cohort and the application process for the second.
More about D-Prize:
Our world has already invented many effective poverty solutions, but sadly most fail to reach actual people in need. Millions of lives would improve if people had access to proven energy, education, health, and other interventions.
D-Prize is a call to the world’s boldest entrepreneurs. Can you design a new social enterprise and solve one of our distribution challenges? If selected, we will award you up to $20,000 to launch a pilot in Africa, India, or another other developing region. If your pilot is successful, we will help you find future funding and grow to impact millions.
I am the Program Director and run operations for D-Prize. We give seed funding to new ventures in emerging markets. Ventures are selected using a prize competition model. We specifically look for ventures that will develop distribution models for already proven poverty solutions solutions, scale quickly, and impact enormous numbers of people.
Prior to D-Prize, I developed an innovation inducement prize at the Aspen Institute, was a strategist for start ups and incubators, and ran a venture named “Sustainability Is Sexy”. I began my career in corporate strategy. My background in strategy and complexity theory has helped me to identify and execute on game-changing opportunities.
Brad Jamison has dedicated much of his life to serving others. He built Good Citizen to foster service and volunteering to improve our communities and the world.
He suggests five commitments for volunteers:
On Thursday, November 20 at 1:00 Eastern, Brad will join me here for a live discussion about service and volunteering. Tune in here then to watch the interview live.
More about Good Citizen:
Good Citizen is dedicated to providing the inspiration, information and resources needed to improve ourselves, our communities, our nation and our world through service.
Good Citizen was born from Brad Jamison’s personal journey serving others for more than 30 years, as well as his professional experience studying and witnessing the transformative nature of service. It is Brad’s belief that service – the act of sharing oneself with others – is one of the keys to a more productive, compassionate and cohesive world.
By bringing together tips, tools, stories and various points of view, Good Citizen strives to give you what you need to get involved in your community through service. And, that via service, you will be a “good citizen” and catalyst for great change.
Brad Jamison is an award-winning professional who has built a career combining his love of media and passion for helping others. As an executive and humanitarian, he has leveraged the most powerful mediums to increase awareness, raise millions of dollars, encourage involvement and, above all, make a difference in the lives of others.
Guided by his desire to serve others, Brad conceived and executed Thirty Days of Service, a multi-layered initiative based on personally conducting thirty service projects with thirty organizations in thirty consecutive days. Via a daily written and video blog, as well as social media and other outreach, Brad’s goal was to inspire others to serve in their communities. This effort was recognized with the prestigious Daily Point of Light Award, which celebrates the power of the individual to spark change and improve the world.
Previously, Brad spent more than seven years as Vice President of Corporate Initiatives for Disney/ABC Television Group (DATG). In that role, he provided vision and leadership for the strategic development, implementation and sponsorship of pro-social efforts designed to educate, inspire and empower viewers/users of DATG’s vast on-air and online assets. He also oversaw more than $5 million in annual cash and in-kind philanthropic giving.
Prior to Disney/ABC, Brad spent a decade at prestigious public relations firms, Edelman, Ketchum and Ogilvy, where he developed pro-social campaigns for leading consumer product companies.
Throughout his career, Brad has worked with hundreds of celebrities on pro-social efforts, helped raise millions of dollars for worthy causes and had the privilege of contributing millions more to worthy organizations on behalf of corporations.
A New Jersey native, Brad is a Magna Cum Laude graduate of Ithaca College and currently lives in Los Angeles with his partner of 9 years and their rescue dog. He is an active volunteer with a number of organizations and a proud board member of the Boys & Girls Club of Hollywood. He is a featured columnist on The Huffington Post.
The wealth management firm Envestnet|PMC recently published a study that looked at investment returns on socially responsible investments. The results were surprising.
“This Envestnet|PMC study shows that Socially Responsible Investing (SRI) funds perform as well, on average, as non-SRI funds, but with less of a downside in down-markets,” explained Brandon Thomas, Envestnet|PMC Co-Founder and CIO. “These findings could persuade conservative investors to use these types of funds as part of their portfolios as much for their particular investment profiles as for the ‘social good’ aspect – which is just an added bonus.”
“It shows that investors who want to do good are not having to give up financial returns for societal/environmental returns, which is good for everyone,” Brandon concluded.
On Thursday, November 20, 2014 at noon Eastern, Brandon will join me for a live discussion about the report and the implications for socially minded investors.
More about Envestnet:
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective, and fully-aligned standard of care, and empower advisors to deliver better results.
Envestnet | PMC provides independent advisors, broker-dealers, and institutional investors with the research, expertise, and investment solutions—from due diligence and comprehensive manager research to portfolio consulting and portfolio management—they need to help improve client outcomes.
Mr. Thomas is responsible for all aspects of PMC’s investment management and research capabilities. Primary among those responsibilities include the development of PMC’s investment policy, implementation of the firm’s investment management and research offerings, and the development of new investment products, including alternative investment strategies. Thomas is a member of the PMC Management Committee.
Prior to joining the firm in 1999, Thomas was Director of Equity Funds for The John Nuveen Company. For five years, Thomas was responsible for managing the firm’s equity fund activities and served on the firm’s New Products Committee. Prior to that, he was a portfolio manager with a Chicago-based money manager, and started his career as a securities analyst with a Wall Street investment management firm.
Thomas received an A.B. in Economics from Brown University, an M.B.A. in Finance and Accounting from the University of Chicago and a J.D. from DePaul University. Brandon holds the FINRA Series 7, 24 and 63 securities registrations and the Series 65 investment advisor registration.