Vanderbilt Financial Group
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. We do this while keeping our advisors front and center, providing a world-class level of service with a “family office” feel. Headquartered in a LEED-certified (Leadership in Energy and Environmental Design) Platinum building, our commitment to changing the world begins at home in our office and within our culture. As an impact organization, Vanderbilt is dedicated to using our business as a force for good to enhance our community and make an impact as we grow. We are extremely passionate about Impact Investing as it aligns with the core values and mission of our firm. Vanderbilt has become known as “The Sustainable Wealth Management Firm” for our commitment to providing our Financial Advisors and their clients greater access to value-aligned investments. Our firm was formed 50 years ago by two brothers to help manage their families’ money. In 2001, our Chairman and VFG Founder Steve Distante acquired the firm and rebranded it as Vanderbilt Financial Group. We’re often asked why the name “Vanderbilt” was chosen; the answer is simple: Cornelius Vanderbilt had the foresight to invest in an innovative transportation system in America which connected a country spread over a large land mass, was the foundation of our modern-day infrastructure, and is still in use today. We celebrate the entrepreneurial spirit of Vanderbilt, a spirit that so many of our independent advisors also possess. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles
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74
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107
51 to 200 range
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Distinct roles
53
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Decision-makers and verified team members
74 contacts with verified email or phone · masked until revealed.
- DN
Donna Norian
Trade Supervision Principal · Supply Chain & Logistics
EmailPhone - SH
Steve Howe
Director of Operations · Operations
EmailPhone - BG
Brett Goldstein
Senior Vice President of Wealth Management · Finance & Accounting
EmailPhone - IH
Israel Harman
Vice President · General Business & Management
EmailPhone - VS
Valentina Solomita
Senior Vice President · General Business & Management
EmailPhone - AC
Angel Curbelo
Private Wealth Advisor · Finance & Accounting
EmailPhone - BC
Barry Champney
Compliance Manager at Vanderbilt Securities, Llc · Other
EmailPhone - DR
David R. Laliberte
Branch Manager Senior Financial Advisor · General Business & Management
EmailPhone - DS
Dominic Santivasci
Trade Desk Manager · Operations
EmailPhone
Showing 9 of 74 verified contacts
Top roles at Vanderbilt Financial Group
53 distinct titles indexed · top 10 shown.
- 5financial advisor
- 3financial professional
- 2senior financial professional
- 2summer intern
- 2vcap specialist
- 1, ()
- 1administration assistant
- 1advisor support representative
- 1advisor supprt representative
- 1ai & data engineer
- +43more titles
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