Employees Giving Back

Legacies Honors Legacy with Charity Golf Tournament

—Karen Donahue

Layout 1Our father Jimmy passed away in August 2009 after a tough battle with esophageal cancer. Since one of his great passions was golf, we decided to keep his spirit alive by hosting a tournament in his honor and donating a portion of the proceeds to the American Cancer Association, specifically for esophageal cancer research. We have been running the tournament for three years now, and through donations and the tournament itself, have raised roughly $10,000 for this cause. (more…)

Service Center Academy Associates Get a Taste of Giving Back

—Amy Jerzyk
Team Lead, Service Center

Backpack delivery

Earlier this year, the Service Center started a new comprehensive training program, the Service Center Academy. Giving back to the communities in which we work and live is a big part of the Commonwealth culture, and we wanted to ensure that our newest associates were able to learn this first-hand. (more…)

Ride for the Cure

Sam Millette PMC

—Sam Millette

This past weekend I participated in the Pan-Mass Challenge (PMC) along with my dad, a few family friends, and some 5,500 other riders. Now in its 35th year, the PMC is a two-day, 192-mile bike race that is the largest athletic fundraiser in the country. This year, the goal for the race is to generate at least $40 million of donations for the Jimmy Fund and the Dana-Farber Cancer Institute. (more…)

Volunteer Spotlight: Lauren Callahan


Lauren Callahan has been a part of the Commonwealth community since 2005 and is a planner on our Conferences and Events team. In this role, she assists in the development and execution of Commonwealth conferences and events. She is among a select few elected to a year-long appointment on the Commonwealth Cares board for the 2013–2014 term. (more…)

Volunteer Spotlight: Kristi Pero

ImageKristi Pero has been a part of the Commonwealth community since 2006. A cashier on our Deposit team in Cashiering, she ensures that checks are properly coded and imaged, as well as deposited. She is among a select few elected to a year-long appointment on the Commonwealth Cares board for the 2013–2014 term.


Volunteer Spotlight: Amy Pagano

amypaganoAmy has been a part of the Commonwealth community since 2005 as our office manager in San Diego. In this role, she creates a comfortable and friendly environment by providing extraordinary support for ordinary requests. Amy also manages our Giving Back initiative on the West Coast. She is one of a select few elected to a year-long appointment on the Commonwealth Cares board for the 2013–2014 term. (more…)

Wealth Management Gives Back in 2014

C2C photo 1

— Meagan Swanson

“Do what you can, with what you have, where you are.”
— Theodore Roosevelt

When the Wealth Management team began brainstorming ideas for our department-wide Giving Back initiative to kick off 2014, we first sat down to establish a simple framework that would guide us in achieving our goals. In the end, we settled on the following:

  • Identify. We wanted to identify a local, well-respected organization with a value system in line with our own at Commonwealth.
  • Organize. We wanted to organize a series of events that would allow people to participate in any manner they could, whether with their time, money, or donated goods.
  • Cultivate. We wanted to cultivate collaboration across the firm and within our department while maintaining a fun, welcoming environment.
  • Celebrate. We wanted to celebrate the success of this initiative and of the impact possible through teamwork.

With this framework in mind, we worked with Paula O’Shaughnessy to identify the most appropriate organization to partner with. This led us to Cradles to Crayons, a local nonprofit with a clear objective, passion for excellence, and commitment to supporting children and families in need.

It was a successful partnership from the start, in large part because of both organizations’ “Anything but Common” approach to providing for those we serve. The true culture of Cradles to Crayons became even more apparent when my colleague Sammy Quinn and I volunteered at their Giving Factory in Brighton, Massachusetts, prior to launching the project at Commonwealth. This firsthand look into how the organization operated, the passion shown by each of the employees, and their nonnegotiable focus on quality served us well in setting the bar for our own contribution.

Ultimately, we designed a multifaceted initiative that included:

  • A children’s product drive in which employees across Commonwealth donated clothing, winter gear, books, toys, and more
  • A casual dress day to raise money to purchase outfit packs for specific age groups in the greatest need
  • A department-wide event to sort and organize the donated goods, assemble the outfit packs, and celebrate the experience, as well as the end result!

With help from employees across the Wealth Management department and the firm, we were able to successfully identify, organize, cultivate, and celebrate! On March 4, our caravan dropped off our final contribution, consisting of:

  • Twenty outfit packs for boys and girls ages 2 to 7 years of age
  • An impressive array of in-kind donations
  • A check made payable to Cradles to Crayons for more than $1,400

Our Cradles to Crayons contact noted that ours was a “standout” contribution and that it was uncommon for companies to provide this level of support. My response was simple: “We like to overachieve at Commonwealth!”

We’d specifically like to thank Gavin Morrissey, Paula O’Shaughnessy, Sammy Quinn, Holly Sivec, Kim Hiltz, Donna Wilkins, and everyone else who played a vital role in this effort, as well as Commonwealth Cares. We sincerely appreciate the support and generosity of all those involved! Thank you for making this a high-impact initiative that we can be proud of.

Meagan Swanson has been a part of the Commonwealth community since 2011. She is a senior fixed income analyst on our Investment Research team, where she handles inquiries on portfolio construction and design and researches individual investment opportunities and industry trends related to the credit markets.

Volunteer Spotlight: Jon Munro

J_Munro_9_jpgJon Munro has been a part of the Commonwealth community since 2006 and is currently a supervisor in our Service Center. In this role, Jon coordinates day-to-day operations, oversees personnel, guides efficiency initiatives, and serves as an escalation resource to our associates and advisors. He is one of a select few who were elected to a year-long appointment on the Commonwealth Cares board for a 2013–2014 term. (more…)