Winners Of 17th Annual Invest In Others Awards Announced

Charitable Foundation For Advisors Grants $740,000 To Designated Charities Of Winners

James Miller, Contributing Editor & Research Analyst, Wealth Solutions Report

The Invest in Others Charitable Foundation named its 17th annual Invest in Others Awards winners in five categories at its annual gala at the Westin Boston Seaport District on Sept. 20, honoring advisors who volunteer to support nonprofits. The finalists were announced in July.

The charities supported by winners in four of the categories received a $60,000 grant from Invest in Others, while the designated charity of the winner of the Lifetime Achievement Award received a $100,000 grant. In addition, the foundation awarded charities designated by 10 finalists with $25,000 grants and presented $2,000 grants to charities of 75 honorable mentions.

Invest in Others Executive Director and President, R. Barkley Payne, said, “The 2023 Invest in Others honorees are clearly improving and changing the lives of those in need. I was in awe of the palpable energy in the room as we gathered to recognize these extraordinary professionals and their charitable work. It’s truly a privilege to honor and support their admirable efforts and the example they exhibit for the financial services industry.”

R. Barkley Payne, Executive Director & President, Invest in Others

The Lifetime Achievement Award went to Paul Martel of YHB Investment Advisors for working with Partners for Andean Community Health. Brad Murray of Capstone Partners received the Catalyst Award for his work with RODS Heroes. Cristen Morgan of Lake Norman Financial Group received the Community Service Award for her work with Hope House Foundation.

The Emerging Impact Award went to Anasuya Kabad Meyer of Jaykay Wealth Advisors for working with Daya. Carl Bailey of Bailey & Beatty Financial Services received the Volunteer of the Year Award for his work with Danbury Grassroots Academy.

A 501(c)(3) charity that amplifies the charitable work of financial advisors and their firms and employees, Invest in Others has partnered with over 500 charities since 2006 and donated over $5 million to a broad range of causes. In August, the foundation honored its 2023 Charitable Champions.

James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at

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