BOSTON, July 23,
2024 /PRNewswire/ -- The Invest in Others Charitable
Foundation ("Invest in Others"), a nonprofit organization helping
financial professionals support charitable causes in their
communities, announced today that five industry leaders have joined
its Board of Directors.
Joining the Invest in Others (IiO)
Board are:
- Amy Fritz, Executive Vice
President, Head of Independent Channel, Strategic Account,
PIMCO.
- David Michaud, CFA,
Managing Director, Co-Head of North America Intermediary Sales,
Eaton Vance Distributors, part of Morgan Stanley Investment
Management (MSIM)
- Christopher O'Dea,
Managing Director & National Sales Manager, Morgan Stanley
Wealth Management
- Tom Walrond, Senior Vice
President, Divisional Director of the Eastern Division, Raymond
James
- Dan Zitting, CEO,
Nitrogen
During its recent meeting, the Invest in Others Board of
Directors also unanimously approved a 2025-2027 Strategic Plan,
aimed at solidifying its position as the leading charitable
foundation in the financial services industry. The plan seeks to
amplify its impact on supported charities and enhance the financial
services profession's influence on causes they support. The plan
comprises four strategic priorities: increasing impact, fostering
community and industry engagement, achieving financial growth and
aligning governance and operations.
"We are delighted to welcome these esteemed leaders to the
Invest in Others Board of Directors," said R. Barkley Payne,
Executive Director of the Invest in Others Charitable
Foundation. "We are confident that Amy, David, Chris, Tom and
Dan will offer invaluable insights and guidance to help us achieve
the objectives set forth in our new strategic plan. Together, we
will continue to empower financial professionals to make a
meaningful difference in the communities they serve."
Amy Fritz leads a
team of investment professionals at PIMCO focused on managing the
firm's relationships with independent and regional financial
intermediaries in the wealth management sector across various
product offerings. With tenure dating back to 2006, she previously
served as a lead account manager in the wirehouse channel and has
held roles within PIMCO's sales and marketing divisions. Ms. Fritz
is actively involved as a lead of the PIMCO Families employee
resource group and holds a position on the board of The New York
Common Pantry. She brings more than 15 years of investment
experience to her role and is a graduate of New York University Stern School of Business, where
she earned her MBA, following an undergraduate degree from
Fairfield University.
David Michaud, CFA, brings
over three decades of experience in the investment management
industry and currently serves as a managing director at Eaton Vance
Distributors, Inc., part of Morgan Stanley Investment Management
(MSIM). He co-heads U.S. intermediary sales, overseeing both
internal and external wholesaling across the firm's wirehouse,
independent, and RIA channels. He focuses on enhancing sales
strategy, expanding key relationships and developing the
distribution team while promoting client-centric solutions across
various intermediaries. Mr. Michaud earned his Bachelor of Science
degree from Syracuse University's
Whitman School of Management and an MBA from Babson College's F.W. Olin Graduate School of
Business. He is a CFA charterholder and holds Series 6, 7, 24, and
63 FINRA licenses.
Christopher
O'Dea leads the regional sales teams, including the
business development managers, at Morgan Stanley Wealth Management,
overseeing the distribution of product categories such as
alternative investments, consulting group, annuities and insurance.
Before assuming his current role, Mr. O'Dea headed the capital
markets sales and content teams across equity and fixed income. He
joined the firm in 1998 as an institutional fixed income
salesperson on the dealer sales desk in New York and holds a Bachelor of Arts degree
in Government from Connecticut
College.
Tom Walrond supports
complexes and branches in the East Coast at Raymond James &
Associates. Previously, he served as Chief Operating Officer at the
firm. Mr. Walrond began his career with Raymond James in 1998 as a
branch manager in Philadelphia,
attracted by the firm's client-centered philosophy and culture of
independence. He attended the Securities Industry Institute at
Wharton from 1999 to 2001 and
completed Harvard University's
Authentic Leadership Development Program in 2011. That same year,
Mr. Walrond was honored as Raymond James & Associates Complex
Manager of the Year. He earned his Bachelor of Science degree in
Business Administration (BSBA) from Drexel
University.
Dan Zitting, CEO of
Nitrogen, is a seasoned SaaS entrepreneur and operator, with a
passion for software that enables a bold vision, especially one as
bold as empowering the world to invest fearlessly. Before leading
Nitrogen, Mr. Zitting spent 13 years specializing in enterprise
SaaS for governance, risk management, and compliance (GRC). In
2009, he founded Workpapers.com, an innovative cloud software for
audit & compliance management, which was later acquired by
Galvanize (then ACL) in late 2011. At Galvanize, Mr. Zitting led
the company's growth to become a globally recognized leader in GRC,
acknowledged by analysts, investors, and customers worldwide.
Galvanize's acquisition by Diligent in a landmark $1 billion transaction created the largest GRC
software company globally, a $650 million+ revenue SaaS enterprise
serving 25,000 customers across 130+ countries. Mr. Zitting's
insights have been featured in top-tier publications such as
Forbes, The Wall Street Journal, Bloomberg, Reuters, The Street and
CNBC. Mr. Zitting earned his Bachelor of Science in Business
Administration (BSBA) in Information Systems and Finance from
Colorado State University and a Master
of Accountancy from the University of Notre
Dame.
About the Invest in Others Charitable Foundation
The Invest in Others 501(c)(3) Charitable Foundation aims to
amplify, celebrate, and inspire the charitable work of the
financial services community. Invest in Others is a catalyst to
channel philanthropy and volunteerism to where it is needed
most.
For more information, visit investinothers.org or
follow Invest in Others
on Facebook, Instagram, LinkedIn, and X.
Media Contact:
Sabrina
Scarpa
JConnelly for Invest in Others
sscarpa@jconnelly.com | 973.309.0051
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SOURCE Invest in Others Charitable Foundation