Tag Archives: dean chamberlain

marketsmuse-mischler-veterans-day-pledge

This Broker-Dealer Gives Back & Pays Forward

Broker-Dealer

Newport Beach, CA & Stamford, CT – November 1, 2018 — Each year, Mischler Financial Group, Inc. (“Mischler”), the securities industry’s oldest investment bank and institutional brokerage owned and operated by service-disabled veterans, pledges a percentage of the firm’s profits to veteran and service-disabled veteran philanthropies as part of its annual Veterans Day charitable initiative. This year, Mischler is proud to announce that Army Ranger Lead The Way Fund will be the recipient of the Mischler 2018 Veterans Day Month pledge.

lead-the-way fundEstablished in 2007, Army Ranger Lead The Way Fund, Inc. (“LWTF”) is a 501c3 Non-Profit created in honor of Sgt. James J. Regan (“Jimmy”) who served with Charlie Company, 3d Battalion, 75th Ranger Regiment. Jimmy was killed in action while serving in Baqubah, Iraq on February 9, 2007, at the age of 26. Since its formation, the organization has been dedicated to raising funds to support disabled U.S. Army Rangers and the families of Rangers who have died, have been injured or are currently serving in harm’s way around the world. LTWF provides spouses and children of deceased, disabled or active duty Rangers with assistance for acute medical care, recovery and wellness programs, warrior transition programs and other services determined to be vital to the family’s well-being, beyond what the government can offer.

Dean Chamberlain, Chief Executive Officer of Mischler and a graduate of the US Military Academy at West Point who served as a Captain in the U.S. Army 4th Infantry Division from 1985-1990 stated, “We are grateful to the many clients of our firm who provide us with the opportunity to demonstrate our capabilities and in turn, afford us the ability to pay back and pay forward to carefully-selected philanthropies throughout the year. When paying tribute to Veterans Day, in particular, we believe that Army Ranger Lead The Way Fund meets and exceeds the objectives of our firm’s philanthropic mission.”

broker-dealer-mischler-veteransAbout Lead The Way Fund, Inc.

Army Ranger Lead The Way Fund, Inc., A 501c3 Non-Profit, Is An Active Duty, Casualty Assistance, Recovery, Transition And Veterans Organization That Provides Financial Support, Beyond What The Government And Veterans Affairs Can Offer, To U.S. Army Rangers And The Families Of Those Who Have Died, Have Been Disabled Or Who Are Currently Serving In Harm’s Way Around The World. The organization website is https://www.leadthewayfund.org/.

About Mischler Financial Group, Inc.

Mischler is a federally-certified Service-Disabled Veteran-owned Small Business (SDVOSB). Established in 1994, the firm is FINRA’s oldest investment bank and institutional brokerage owned and operated by Service-Disabled Veterans. Within the primary capital markets, Mischler provides investment banking, underwriting, and distribution of corporate debt and equities, and municipal debt issuance. Mischler’s secondary market, conflict-free capabilities extend across the U.S. and global equity markets, exchange-traded funds and the U.S. fixed income markets. Mischler also provides asset management for liquid and alternative investment strategies. Clients of the firm include leading institutional investment managers, Fortune corporate treasurers and municipal officials, public plan sponsors, endowments, and foundations. The firm’s website is located at www.mischlerfinancial.com.

Media Contact:

Jay Berkman

The JLC Group

www.thejlcgroup.com

vetedchallenge-crowdfund-mischler-marathon-asset

Wall St. Firm Memorial Day Pledge to VetEdChallenge Crowdfund Campaign

May 12-Stamford, CT–Mischler Financial Group (“MFG”), the financial industry’s oldest minority investment bank and institutional brokerage owned and operated by Service-Disabled Veterans, announced today that in recognition of the upcoming Memorial Day celebration, the firm has pledged a percentage of its entire May profits to Veterans Education Challenge, (VetEdChallenge) a donation-based crowdfund campaign. The philanthropic initiative is dedicated to providing need-based college scholarships to ex-military students pursuing higher education so they can get better access to a broad range of career development opportunities.

Veterans Education Challenge was established in November 2015 by investment management industry veteran Bruce Richards and his wife Avis. Mr. Richards is personally matching the first $1million in donations made to the VetEdChallenge campaign via crowdfund platform “Crowdrise.” He  is co-founder, CEO and managing partner of Marathon Asset Management, the $12.5 billion investment firm specializing in global credit and fixed income markets.

dean-chamberlain-mischler
Dean Chamberlain

“This Memorial Day Month we’ve embraced a more contemporary approach to paying it forward via the VetEdChallenge program”, said Mischler Financial Group CEO Dean Chamberlain, a graduate of the U.S. Military Academy at West Point who himself earned his MBA via a work-scholarship program at Northwestern University’s Kellogg School of Management. “Our annual, entire month of May pledge in honor of Memorial Day, as well as our annual Veteran’s Day Month pledge has typically focused on traditional, best-in-class philanthropies and we believe the VetEdCballenge is an ideal vehicle to directly impact the future of returning veterans, as higher education can provide a material lift in the course of pursuing opportunities.”

Added Chamberlain, “Because we are always mentoring returning veterans, we know first-hand about the challenges these men and women face as they assimilate back into the mainstream and find themselves working multiple jobs to put aside funds for educational degrees beyond their pre-military academic background. We’re proud to partner with Bruce Richards and be affiliated with his truly thought-leading program. We encourage our institutional clients to help us support this initiative via our trading desk(s) and/or directly via the Veterans Education Challenge crowdfund program.

Other philanthropic organizations that Mischler Financial Group supports are displayed on the firm’s website via this link.

 

vetedchallenge crowdrise

Hedge Fund Honcho Behind Crowdfund for Veterans Education

Marathon Asset Management CEO Bruce Richards Leads Crowdfund Campaign for “Veterans Education Challenge”

Hedge Fund Honcho Will Match $1mm Raised via Crowdfunding Platform CrowdRise

(RaiseMoney.com) For those Wall Street sharks and finance industry wonks who haven’t yet received the memo about crowdfunding, you might want to dial in to hedge fund industry icon Bruce Richards, Co-Founder and CEO of Marathon Asset Management, the $12.5 billion investment firm that specializes in global credit markets. Richards, whose pedigree includes 15 years in senior trading desk roles for top Wall Street banks before migrating to the world of hedge fund management in 1998, is not only at the helm of one of the investment industry’s most successful and most philanthropic fund managers, he’s just promised to personally match the first $1million raised on crowdfund site Crowdrise for “Veterans Education Challenge”; a campaign dedicated exclusively to funding college scholarships for US military veterans.

Marathon Asset Mgt
Bruce Richards, Marathon Asset Mgt

The fund raising campaign, announced this past week in conjunction with the celebration of Veterans Day 2015, seeks to raise at least $1mil within the next 12 months, according to the campaign information at crowdfund platform Crowdrise, one of the industry’s leading charitable donation portals co-founded in 2010 by film industry icon and social activist Edward Norton. The goal for the Veterans Education Challenge is to provide scholarship funding for any veterans at 4-year accredited starting the coming school year. This $1 million matching contribution will remain in place until November 11, 2016, next year’s Veterans Day.

In a special note sent to recipients of Richards’ email distribution list, one that typically provides Marathon clients with the firm’s widely-sought insight to global credit markets, Richards provided a starkly compelling investment thesis as to the importance of supporting advanced education for US military members and the need to insure their successful transition into private sector roles in ways the US Government often falls short in providing. In addition to pointing investment firm clients and friends to the Veterans Education Challenge Crowdrise page, Richards encouraged his followers to help advance awareness of the campaign’s FaceBook page and to enlist their following the Twitter account for VetEdChallenge via @VetEdChallenge.

One such recipient of Richards’ outreach included Dean Chamberlain, the Chief Executive of Mischler Financial Group, the securities industry’s oldest investment bank owned and operated by Service-Disabled Veterans and a firm widely-known for underwriting philanthropic causes that benefit military veterans and their families. Stated Chamberlain, “I’ve known Bruce for nearly twenty five years and I commend his philanthropic leadership. I wholeheartedly endorse and have already made my contribution to the VetEdChallenge crowdfund campaign and I will encourage others to follow suit.”

Richards, along with his wife Avis, an award-winning documentary film producer and director and the founder of Birds Nest Foundation, are considered to be one of New York’s top society couples. They are widely-credited by hedge fund peers for their philanthropic thought-leadership. Marathon Asset Management, whose two other leaders include co-founder Louis Hanover and Andrew Rabinowitz, Marathon’s COO is repeatedly lauded for the firm’s culture of supporting critical philanthropic missions that benefit health and welfare social causes.

For the full story, please visit RaiseMoney.com

veterans day

How One Wall St Firm Honors Veterans Day

9 November (BrokerDealer.com)–Broker-Dealer Mischler Financial Group (“Mischler”) , the securities industry’s oldest minority investment bank and institutional brokerage owned and operated by Service-Disabled Veterans announced that in connection with the firm’s annual recognition of Veteran’s Day, Mischler has pledged a portion of the firm’s entire November 2015 profits to The Bob Woodruff Foundation (“BWF”), the national non-profit established by the award-winning ABC News journalist Bob Woodruff and his wife, Lee Woodruff. Mischler contributes more than 10% of the firm’s profits to disabled veteran initiatives throughout each year.

Mischler Financial’s pledge to Bob Woodruff Foundation coincides with the firm’s ongoing sponsorship of Veterans on Wall Street (VOWS), the financial industry’s leading advocacy dedicated to mentoring and career development of military veterans who transition to the financial services industry.

dean chamberlain
Dean Chamberlain, CEO Mischler Financial Group

In a statement by Mischler Financial Chief Executive Dean Chamberlain, a former US Army Captain and a U.S. Military Academy at West Point graduate,  “Our continued commitment to Bob Woodruff Foundation, as well as our role at VOWS, is based on our legacy of re-directing firm profits to support what we believe are the most crucial, service-disabled veteran programs. Our giving back strategy targets four discrete objectives; direct financial support that can be truly impactful, career building and mentorship, advancing veteran-centric legislative initiatives, and working with major corporations to help guide their respective internal veteran mentoring and community outreach programs.”

Added Chamberlain, “The fact that our institutional trading desk clients make it a point to support our philanthropic mission serves as inspiration for all of our team members and underscores a shared alignment with causes that are critical to our nation’s veteran community; for that we are greatly appreciative.”

Entire release at http://mischlerfinancial.com/category/news-and-information-mischler-financial-service-disabled-veteran-owned-minority-broker-dealer/giving-back-service-disabled-veterans/

This BrokerDealer Continues to Help Lead The Way

MarketsMuse extends a warm salute to the nation’s oldest and largest minority brokerdealer owned and operated by service-disabled military veterans in connection with the following news announcement..

Oct 5 2015–Stamford, CT and Newport Beach CA–Mischler Financial Group, Inc., the financial industry’s oldest and largest institutional brokerage and investment bank owned and operated by Service-Disabled Veterans is pleased to have served as a Silver Sponsor for the 2015 Army Ranger Lead The Way Fund Gala. Silver Sponsors contributed a minimum of $25,000; proceeds to

Mischler Rates Trader Glen Capelo (l), Duke University Coach K Krzyzewski (c) Mischler CEO Dean Chamberlain (r)
Mischler Rates Trader Glen Capelo (l), Duke University Coach K Krzyzewski (c) Mischler CEO Dean Chamberlain (r)

are dedicated to support service-disabled US Army Rangers and the families of Rangers who have died, have been injured or currently serving in harm’s way around the world.

This year’s annual gala took place September 30 at New York’s Chelsea Piers and NBC News Anchor Tom Brokaw served as Master of Ceremonies. The 2015 Lead The Way event paid tribute to 5-time NCAA champion and college basketball legend Mike “Coach K” Krzyzewski, a US Military Academy at West Point Graduate (USMA ’69) and a former classmate of Mischler’s Founder and Chairman Walt Mischler. Coach K served two tours of duty prior to his career as a world famous university basketball coach.

Mischler Financial’s VP of Capital Markets Robert MacLean (USMA ’02), who served seven years as a US Army Ranger and is a two-time recipient of the Bronze Star, served as a member of this year’s Lead The Way Fund Host Committee. MacLean shared that honor with a short list of military veterans who have since forged a path on Wall Street at firms that include among others, Goldman Sachs, JPMorgan, UBS, Credit Suisse, Barclays, and Fortress Investment Group.

For the full story, please click here

Broker-Dealer Gives Back: Fundraising Yields $20k Payout for Semper Fi Fund

BrokerDealer Gives Back and Pays It Forward; Mischler Financial’s “Memorial Day Month” Pledge Yields $20k for Semper Fi Fund.

MarketsMuse is honored to be the first financial industry news outlet to report an inspiring story that profiles thought-leadership on the part of boutique brokerdealer, Mischler Financial Group and their financial support of Semper Fi Fund.

Mischler Financial Group, Inc., the institutional brokerage and investment banking boutique and the securities industry’s oldest firm owned and operated by Service-Disabled Veterans, presented a check last week to Semper Fi Fund in the amount of $20,000 as a follow-on to the firm’s previously announced “Memorial Day Month” pledge.

Mischler Prez Doyle Holmes (l), Semper Fi Fund VP Wendy Lethin (c), Mischler CEO Dean Chamberlain (SDV)
Mischler Prez Doyle Holmes (l), Semper Fi Fund VP Wendy Lethin (c), Mischler CEO Dean Chamberlain (SDV)

According to Mischler CEO Dean Chamberlain, a U.S. Military Academy alumni and a certified Service-Disabled Vet (SDV), “Our ongoing mission throughout our now, twenty-year history has always been to provide Fortune Treasury and investment management clients with stand-apart capital markets services and by extension, to share the benefits of our success with organizations that are dedicated to supporting service-disabled military veterans and their families in the most productive ways.” Added Chamberlain, “Semper Fi Fund is exactly the type of organization that we are honored to align with and we’re thrilled that so many of our clients rallied behind our trading desks to express their support of this month-long fund raising initiative.”

The Semper Fi Fund, and its program America’s Fund, provide immediate financial assistance and lifetime support to post 9/11 wounded, critically ill and injured members of all branches of the U.S. Armed Forces, and their families, ensuring that they have the resources they need during their recovery and transition back to their communities.

Since its 2004 formation led by a group of Marine Corps spouses, Semper Fi Fund has provided more than 93,500 grants, totaling more than $109 million in assistance to over 14,000 of our heroes and their families. Recipients include qualifying post 9/11 Marines, Sailors, Soldiers, Airmen, Coast Guardsmen, and reservists with amputations, spinal cord injuries, Traumatic Brain Injury (TBI), severe Post Traumatic Stress Disorder (PTSD), burns, blindness, other physical injuries, or those suffering from life-threatening illnesses. Semper Fi Fund also help spouses and children of active duty service members who face a life threatening illness or injury.

Boutique BrokerDealer Pays Homage To Veterans; Memorial Day Pledge to Semper Fi Fund

MarketsMuse update is courtesy of a truly inspiring initiative on the part of Mischler Financial Group, the broker-dealer industry’s oldest firm owned and operated by Wall Street vets who are also Service-Disabled Veterans.

Mischler Financial Memorial Day Month Pledge: May Profits to Semper Fi Fund

For Immediate Release

Newport Beach, CA & Stamford, CT, May 12, 2015–Mischler Financial Group (“MFG”), the securities industry’s oldest minority investment bank and institutional brokerage owned and operated by Service-Disabled Veterans announced that in recognition of the upcoming Memorial Day celebration, the firm has pledged a percentage of its entire May profits to The Semper Fi Fund, a nationwide organization that provides immediate financial assistance and lifetime support to post 9/11 wounded, critically ill and injured members of all branches of the U.S. Armed Forces, and their families.

Since its establishment in 2004, the The Semper Fi Fund has issued more than 91,500 grants, totaling more than $107 million in assistance to over 13,800 of our heroes and their families. The Semper Fi Fund has been awarded the highest ratings from the leading charity organization watch dog groups, including an A+ Rating from CharityWatch.com, and 4-Star rating from CharityNavigator.com, the very highest ranking only given to 4% of all philanthropic organizations by the nation’s largest and most-utilized evaluator of charities. Semper Fi Fund is also considered “a top tier organization” by The Fisher House Foundation, one of the philanthropy community’s most recognized thought-leaders. Continue reading

Wall Street’s Mischler Financial Announces Veteran’s Day Profit Pledge

Immediate News Release

Newport Beach, CA & Stamford, CT, November 3, 2014—Mischler Financial Group (“MFG”), the securities industry’s oldest minority investment bank and institutional brokerage owned and operated by Service-Disabled Veterans announced today that in connection with the firm’s annual recognition of Veteran’s Day, Mischler has expanded its giving-back program and will be supporting 3 separate non-profit organizations in honor of those who have served our country’s military.

dean1
CEO Dean Chamberlain, Mischler Financial Group

In a statement issued by Dean Chamberlain CEO and Principal of Mischler Financial Group, he said, “Through our ongoing commitment to Veterans on Wall Street (VOWS), this Veteran’s Day we are honored to pledge our financial support to The Bob Woodruff Foundation, whose mission is to ensure injured veterans and their families are thriving long after they return home. In addition, we are equally-honored to further extend our commitment to Children of Fallen Patriots, the organization dedicated to providing college scholarships and long-term educational counseling to children of fallen patriots. We also look forward to continuing our commitment to BuildOn.org, the non-profit devoted to inspiring our young generation to drive positive change through community service and education.”

About Mischler Financial Group

Headquartered in Newport Beach, California with regional offices in Stamford, CT, Boston, MA and Chicago, IL. Mischler Financial Group is a federally-certified minority broker-dealer and a Service-Disabled Veterans Business Enterprise that provides capital markets services, agency-only execution within the global equities and fixed income markets and asset management for liquid and alternative investment strategies. Clients of the firm include leading institutional investment managers, corporate and municipal treasurers, public plan sponsors, endowments, and foundations. The firm’s website is located at http://www.mischlerfinancial.com

Continue reading

Veteran’s Day: Wall Street Firm Pledges November Profits to Children of Fallen Patriots Foundation

MischlerLogo Nov 2012In honor of this coming Veteran’s Day, Mischler Financial Group, Wall Street’s oldest (and largest) service-disabled veteran (SDV) owned institutional brokerage/banking firm (and 1 of 9 investment bank selling group members for yesterdays Twitter IPO) announced last week the firm has pledged 10% of November profits to Children of Fallen Patriots Foundation.

CEO Dean Chamberlain, Mischler Financial Group
CEO Dean Chamberlain, Mischler Financial Group

According to Dean Chamberlain, CEO of Mischler Financial Group, “In the course of our serving leading corporations, public plan sponsors and the industry’s most recognized investment managers, our mandate is to dedicate the fruits of those labors to veteran-centric organizations that make a crucial difference in the lives of military veterans and their families. Towards that goal, our embracing an organization that sponsors college education for deserving, yet financially-challenged children of military members killed in the line of duty is perhaps one of the most impactful ways that we can “pay it forward.”

Noted David Kim, the Founder and President of Children of Fallen Patriots and the co-head of Investor Relations for Apax Partners, one of the world’s most recognized private equity firms, “Among the many formidable organizations and individuals who support our efforts, having the additional financial support of the oldest veteran-owned Wall Street firm speaks volumes to the very heart of our mission.”

For the full story, please click here