Are you passionate about changing lives, uplifting those around you, and creating a better world? Join us in celebrating Giving Tuesday, a global movement to unleash the power of radical generosity.

In this episode, Nicole Romito invites colleagues Lorena Lopez and Matt Currier. Taking a break from the usual financial topics, they shed light on the beauty of Giving Tuesday and the joy of giving. You’ll hear about their personal stories of giving back to the community, both individually and as part of the Private Vista team — a conversation aimed at inspiring positive change.

Nicole, Lorena, and Matt discuss:

• Private Vista’s fundraising events that are both fun and impactful
  
• Their personal involvement in various organizations and causes
  
• Why the act of giving isn’t limited to financial donations
  
• How companies can amplify their charitable impact with firm-wide initiatives
  
• Reasons to integrate charitable giving into your financial plan
  
• And more
  

Resources:

• Big Brothers Big Sisters of Metropolitan Chicago
  
• Boys and Girls Club of Chicago
  
• BUILD Chicago
  
• City Year Chicago
  
• Girls in the Game
  
• Greater Chicago Food Depository
  
• Habitat for Humanity Chicago
  
• Latina Association for Breast Cancer (ALAS-WINGS)
  

Connect with Nicole Romito: 

• LinkedIn: Nicole Romito
  
• nromito@myprivatevista.com
  
• MyPrivateVista.com
  
• info@myprivatevista.com
  
• Call: 312-831-4370
  

Connect with Lorena Lopez:

• LinkedIn: Lorena Lopez
  

Connect with Matt Currier:

• LinkedIn: Matt Currier
  

About our Guests: 

Lorena Lopez has been in the financial services industry for some time now, and in her position, she handles tasks that vary from ordering supplies to completing paperwork and billing via spreadsheets to help the office run more efficiently. Lorena also provides customer service to the clients and prioritizes tasks to improve efficiencies. Her greatest satisfaction comes from the role she plays in helping clients realize their dreams.

Matt Currier’s career in the financial services industry began in 2015, as he kick-started his career in commercial banking. He transitioned from a loan production team, where he facilitated financing for businesses, to the bank’s private wealth management division, enabling him to work closely with clients and offer personalized financial solutions that unlock wealth within their companies. Matt joined the Private Vista team in 2019 after earning his CFP® designation. What truly resonates with Matt is the opportunity to contribute to the success of individuals in both their business ventures and their pursuit of financial independence.