Local Heroes

Wealth Management Gives Back in 2015!


—Meagan Swanson
Manager, Fixed Income Research

No act of kindness, no matter how small, is ever wasted. — Aesop

As we planned for the 2015 department-wide Giving Back initiative, we once again followed the simplified framework that was created last year to help us achieve our stated goals. This framework includes the following elements:

  • Identify a local, well-respected organization that supports a value system in line with our own at Commonwealth.
  • 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 collaboration across the firm and within our department while maintaining a fun, welcoming environment.
  • Celebrate the success of this initiative and of the impact possible through teamwork.