Greater New York Equitable Advisors Impact Day
Equitable Advisors took the Apollo Theater stage to address the wealth equity gap and financial literacy in the divers' communities in New York City.
The night was packed with highlights: the partnerships we have made these past few years, the initiatives we have achieved, and our plans to continue our impact moving forward.
Starting the night, we invited Dean Andrew Rich from CCNY to take the stage and discuss the work Equitable Advisors has to do with their students by providing students with a glimpse into the day in the life of a financial advisor, developing their interview skills, corporate opportunities, and teaching about market updates. To support this mission, Equitable provided a total of $10,000 in grants to CCNY to distribute equally to 5 stellar recipients.
Ayah Ali, Ashanti Johnson, Niv Yosef, and Aravdeep Kaur
Next, our guest speaker, Mark Pearson, President and Chief Executive Officer of Equitable Holdings, spoke about "Our Connection" and his devotion to this mission of providing financial empowerment to all.
Ainka T. Munroe, MBA, CFP® CERTIFIED FINANCIAL PLANNER™️ Professional Equitable Advisors moderated a star-studded panel of changemakers who are avidly working to provide opportunities, training, education, and resources to all spectrums of black and diverse communities. The
Ben Alston, MBA, Eastern Regional Director of Bigger, Better Business, Phi Beta Sigma Fraternity, Inc.
Rumbi Bwerinofa-Petrozzello, CPA/CFF, CFE Petrozzello, CPA/CFF, CFE, Head of Strategy of Seramount
Anthony Kendall, CPA, CFE Chairman & Chief Executive Officer of Mitchell & Titus, LLP
Jonathan Jones, New England Patriots cornerback and founder of The Jonathan Jones Next Step Foundation, Inc.
Our panelist's insight and contribution to the conversation have had an outstanding impact. We can all take what they have shared and use it to fuel Equitible's mission.
Next to grace the stage was the remarkably talented We'Ani! Not only is she a talented performer who had everyone up on their feet dancing to "This is me" from The Greatest Showman and Chaka Khan's "Ain't Nobody," but she also spoke to her efforts in supporting strategic initiatives like Strong Women, Strong World, and World Vision.
Lastly, James P. Mellin, ChFC, CLU Equitable’ s Chief Sales Officer and Elzie Ross, one of New York's own nationally ranked VPs, had a fireside chat. Elzie discussed his incredible journey
and how he built his expertise and knowledge around financial literacy from the ground up to become successful in his career and to help friends, family, and clients alike.
We all ended the night on the Apollos historic stage. By building relationships and reflecting on this iconic and inspiring mission, we will continue to work towards
Greater New York Equitable Day of Service Kit Build
All 3 of our branch locations. Combined between our Woodbury NY, NYC, and Saddle Brook NJ locations, we had over 80 volunteers who sent more than 730 hygiene kits (dental care, soap/lotion, shampoo, washcloths, etc.) to 3 different local partners.
These local partners include...
The Cathedral Church of Saint John the Divine | Bronx Works : Jackson Avenue Family Residence | Rise Up East New York!
These amazing community partners serve different vulnerable populations, including individuals experiencing homelessness, Veterans, and clients living in transitional housing. We encourage everyone to learn more about these special organizations and find ways to be a force for good.
Thank you to the NYCares Team for this opportunity and your continued partnership. Angela LaMarch, Ovini Sinclaire, Michael Fracentese, Nyisha Holliday, Lisa B. DuBois, Noah Kudman, Keishorea Armstrong, and Roberto Levin
Thank you also to the Mentees from the Student Sponsor Partners
who attended the kit build in NYC with their mentors! I look forward to watching those relationships grow.
Lastly, thank you to Jarian Kerekes from the Equitable Foundation for his continued support. We continue to work together to be a force for good in our local communities in the Greater New York area!
Greater New York Equitable Advisors 9/11 Day of Service Event
Equitable joined a collective effort in 18 cities across the U.S. to observe the federally recognized September 11 Patriot Day and National Day of Service and Remembrance by participating in the 9/11 Day of Service event in New York City.
More than 15,000 volunteers, including military veterans and first responders, joined together to pack more than five million healthy, non-perishable meals for people facing food insecurity in the U.S. These meals will stay in the local communities where they are packed and will be donated to and distributed by Feeding America-affiliated food banks as part of Hunger Action Month.
Thank you Jarian Kerekes and the Equitable Foundation for including our advisors and staff in the event! special thank you to the Equitable Advisors Mentors, who are partnered with Student Sponsor Partners and the mentees and their families who participated.
The meal-packing event was organized by the 9/11 Day nonprofit organization, which seeks to rekindle the spirit of unity and compassion that arose after September 11, 2001, and to perform good deeds and other acts of service as a tribute.
