GYP Introduces…

Posted by on Oct 18th, 2013 and filed under Between Friends. You can follow any responses to this entry through the RSS 2.0. You can leave a response or trackback to this entry

The Glendale Young Professionals and the Crescenta Valley Weekly have partnered to spotlight some of the area’s brightest young talent.

This month’s inaugural spotlight is centered on Bryan Longpre who is currently a financial advisor with The Stone-Beck Group at Morgan Stanley. A member of the Crescenta Valley High School 2005 graduating class, Longpre holds a degree in finance from CSU Northridge where he graduated with honors. He is currently earning a master’s degree at USC’s Marshall School of Business. Longpre also is a board member of the Glendale Young Professionals and the organization’s membership chair.
What can you tell us about your work and career?
We help individuals, families, and organizations plan for their most important financial goals. Our commitment is to always put our client’s best interests first.
We strive to be their advocates and integrate wealth management with community values. We help our clients with many different goals including retirement planning,
tax-free investments, college savings, annuities, estate planning, Impact Investing, and charitable giving strategies.
Is there something about yourself that most people do not know?
I played three seasons of professional baseball for the Toronto Blue Jays. I suffered a career-ending injury last year and retired from the game. I currently serve as the CFO for the non-profit One for One Foundation, which provides micro-lending and educational resources throughout Latin America.
How does GYP help you with your goals?
GYP has helped me network with other ambitious young professionals. In just a short time I’ve made many greats friends, community relationships and created business opportunities. I look forward to GYP events every month because they offer both personal and professional connections in a fun, casual setting.
What are some of your future goals and visions?
To help individuals and organizations align their core values with their current investments. I plan to introduce socially responsible investing to foundations/non-profit organizations as well as individual investors throughout Southern California. One of the biggest myths about socially responsible investments is that returns are sacrificed in exchange for doing good. This is just not true, and some of our recent analysis shows that we’ve actually outperformed, in many cases, over the last five years. With our new platform at Morgan Stanley, Impact Investing, we are able to match or exceed expected returns while also making a positive and lasting impact on the global community.
The next meeting of the GYP will be at Christie, Parker & Hale, LLP at 665 N. Central in Glendale on Thursday, Oct. 24 at 7 p.m.

Categories: Between Friends

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