Invest In Others Appoints 4 Industry Veterans To Board

Michael Madden, Contributing Editor & Research Analyst, Wealth Solutions Report

Foundation Expands Board Of Directors To Support Continued Growth Of Charitable Activities

The Invest in Others Charitable Foundation added four industry leaders to its Board of Directors: Joseph P. Lombardo, Jr., Head of Leadership and Future Talent Development at UBS Wealth Management; Brian McLaughlin, President of Orion Advisor Technology; Tom North, Mid-Atlantic Regional Vice President at Ameriprise Independent Advisors; and John A. Vaccaro, Head of MassMutual Financial Advisors.

Joseph P. Lombardo, Jr., Head of Leadership & Future Talent Development, UBS Wealth Management

Invest in Others Executive Director and President, R. Barkley Payne, said, “Joe, Brian, Tom and John are industry veterans who understand the important role that financial advisors play in the communities where they live and work. Their input and commitment will help us continue to grow, so we can draw attention and give support to more advisor-supported nonprofits in communities across the country—and optimize the impact the members of our industry can make.”

Brian McLaughlin, President, Orion Advisor Technology

Lombardo oversees the development, design and delivery of training and professional development for the U.S. operations of UBS Wealth Management. With over 30 years’ experience in financial services, he joined UBS in 2005 as a financial advisor and has held multiple leadership roles since, including serving on UBS’ Leadership Council.

McLaughlin arrived at his current role with Orion after it acquired Redtail Technology, which he co-founded in 2003. McLaughlin served as Redtail’s CEO before the acquisition. Prior to Redtail, he was a senior software developer at ORBA Financial Management.

Tom North, Mid-Atlantic Regional Vice President, Ameriprise Independent Advisors

North’s leadership territory at Ameriprise Independent Advisors covers more than 1,500 advisors from metro New York and New Jersey, as well as Pennsylvania to North Carolina. With 29 years of experience in financial services, he supports brand strategy for the franchise channel, and oversees asset growth, advisor headcount, execution, profitability and revenue.

John A. Vaccaro, Head, MassMutual Financial Advisors

Under Vaccaro’s leadership, MassMutual Financial Advisors covers 7,500 advisors and 3,000 field support personnel in 1,600 locations. In addition, he serves as Chairman and CEO of MML Investor Services, a broker-dealer and RIA with over $250 billion in assets under management, and Chairman of MassMutual Trust Company. He also is a board member of the Securities Industry and Financial Markets Association (SIFMA).

Invest in Others amplifies the charitable work of financial advisors, employees and their firms through support from the financial services industry. In September, the foundation announced the winners of its 17th annual Invest in Others Awards. In August, it announced its annual Charitable Champions List.

Michael Madden, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at

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