Mischler Financial Group Friends, Family Members and Clients all know that we are a long-time supporter of carefully-vetted organizations whose mission is to support SDVs, their families and military veterans who have earned the right to have the same opportunities that we seek for ourselves.
One of those organizations that we are proud to support is The Army-Ranger Lead the Way Fund, a 501(c)(3) established in honor of Sgt. James Regan, a hero from Manhasset NY who was killed in action in Feb 2007 while serving in Iraq. Prior to enlisting in the US Army in 2004, Jimmy was a scholar-athlete at Duke University, and instead of going to Wall Street upon graduation-where he had multiple opportunities available to him, Jimmy “joined up.” In short order, Jimmy became an elite member of the 75th Ranger Regiment and served two tours of duty in Afghanistan before he was killed by an IED while stationed in Iraq. The Lead the Way Fund was then established to raise funds in support of disabled U.S. Army Rangers and the families of Rangers who have died, been injured or are currently serving in harm’s way.
To illustrate the impact of “Lead The Way Fund”, below notification from Lead The Way’s Founder Jim Regan, Sr., profiles the most recent ‘mission success’ attributed to Lead the Way Fund and it is one that we’re honored to share.
Dear Friends of Army Ranger Lead The Way Fund,
I wanted to take this brief opportunity to let you know that on May 31, 2018 Army Ranger Lead The Way Fund, along with our partner Jared Allen’s Homes for Wounded Warriors, had the privilege of presenting MSG (Ret.) Chris Corbin with the keys to his custom built, completely accessible and mortgage-free home in Fayetteville, North Carolina. It was a very exciting day for Army Ranger Lead The Way Fund and, of course, for Chris and his new bride.
In 2014, Army Ranger Lead The Way Fund was introduced to Jared Allen’s Homes for Wounded Warriors, who joined us on this incredible journey when we first collaborated to present SFC (Ret.) Cory Remsburg with his state-of-the-art home. It is our continued hope that, together, these “Homes that Heal” provide our Rangers and their families with the comfort, sense of stability, and, most of all, independence they deserve for their sacrifices.
We are within three weeks of breaking ground on a home for SGT (Ret.) Tom Block (Wounded in Action, Afghanistan, October 2013) in New Hampshire and about a month away from breaking ground on a home for SGT (Ret.) Travis Dunn who was paralyzed on a mission in Afghanistan in December 2014. SGT (Ret.) Josh Hargis (Wounded in Action, Afghanistan, Oct. 2013) will be receiving a home in North Carolina in 2019.
As you can see, we are quite busy here at Army Ranger Lead The Way Fund and are only picking up steam ensuring that the needs of our Ranger families do not go unmet. We are incredibly grateful for all of the support and involvement you have shown us through the years and are able to make things happen for them because of your continued dedication.
I also hope you will Save the Date and join us at our Gala on Monday, September 24th at Pier Sixty in NYC where we will be honoring General Joseph Votel, Commander, CENTCOM and Mr. Steven Cohen, Founder, Cohen Veterans Network & Cohen Veterans Bioscience / Chairman & CEO, Point72 Asset Management, with our SGT James J. Regan Lifetime Achievement Award for their service to our Nation and to our military.
We could not do any of this without you and your unwavering support. From the bottom of our hearts, we thank you.
Rangers Lead The Way!
Jim Regan
Mischler Financial Group is the financial industry’s oldest, fully-certified minority investment bank-institutional brokerage owned / operated by Service-Disabled Veterans. The entire Mischler Financial Group family is also proud to be serving as a member of the Host Committee for the Army Ranger Lead The Way Fund 2018 Gala, which will take place Monday, September 24 at New York’s Chelsea Pier.
May 01 2018
Re: 2018 Mischler Memorial Day Month Pledge
Since our inception in 1995, Mischler Financial Group (“MFG”) has been devoted to meeting the capital market needs of the nation’s leading corporations, municipal issuers and a broad spectrum of the industry’s most demanding investment managers and public plan sponsors.
Of equal importance, throughout our history we’ve committed resources and year-round financial support to veteran-centric legislative initiatives, career building and mentoring veterans. This includes our support of carefully-evaluated philanthropic programs focused on improving the quality of SDVs and their families’ lives and charitable programs that concentrate on supporting the families of military men and women who made the ultimate sacrifice in the course of serving our country.
In connection with our year-round philanthropic mission, the months of May and November are specifically dedicated to honoring Memorial Day and Veterans Day. During these two months, we contribute a percentage of the firm’s profit to carefully-selected organization(s) that we believe provide a unique and positive impact on the lives of vets, SDVs and Gold Star family members who simply do not have the depth of resources that so many of us take for granted.
With that, in honor of “Memorial Day Month 2018,” MFG is proud to make our pledge to the Semper Fi Fund, one of the country’s highest-rated charities. Formed in 2004, “SFF” is committed to providing immediate financial assistance, education scholarships, career transition programs and life-time support to post-9/11 combat wounded, critically ill and catastrophically injured members of all branches of the U.S. Armed Forces and their families. Since its inception, Semper Fi Fund has distributed over $167 million to more than 20,000 service members and their families and MFG is therefore privileged to continue our support of SFF.
On behalf of the entire Mischler Financial Group family, we are grateful and honored that clients of our firm will be supporting our Memorial Day Month 2018 pledge via our trading and capital markets desks and/or direct contribution to SFF.
Dean Chamberlain (SDV) | Principal & Chief Executive Officer
Doyle Holmes | President & Chief Operating Officer
Walter Mischler (SDV) | Founder & Chairman
Mischler Financial Group 2017 Annual Veterans Day Pledge Awarded to
Children of Fallen Patriots Foundation
Newport Beach, CA & Stamford, CT –November 1, 2017 —Each year, Mischler Financial Group, Inc., the securities industry’s oldest minority broker-dealer 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 Children of Fallen Patriots (CFPF) will be the recipient of the proceeds. Established in 2002, CFPF supports Gold Star families with college scholarships and educational counseling to military children who have lost a parent in the line of duty. Since its inception, CFPF has provided the runway to educational success for young men and women throughout the United States.
Dean Chamberlain, Chief Executive Officer of Mischler Financial Group stated, “Since we opened our doors nearly 25 years ago, our mission has been binary. Our business ethos is to not only serve the marketplace needs of Issuers, state and local governments and institutional investment managers with the highest degree of market proficiency and integrity, but to also share the rewards of our efforts by supporting men and women injured while defending our freedoms and the families of those who made the ultimate sacrifice.” Added Chamberlain, “Thanks to the opportunities presented by our clients, we take great pride in paying forward by supporting carefully selected philanthropies throughout the year. When paying tribute to Veterans Day in particular, we believe CFPF exemplifies Gold Star recognition.”
About Children of Fallen Patriots Foundation
Nearly 20,000 dependents have been left behind by troops killed in the line of duty over the last 35 years. Many surviving families struggle to make ends meet with 63% of surviving spouses making less than $50,000 per year. CFPF scholarships and financial assistance, funded by loyal donors and corporate sponsors, have assisted nearly 1000 bright and motivated students throughout their undergraduate studies. The vision of CFPF is to ensure that every child of a fallen patriot receives all necessary college funding. The organization’s website is www.fallenpatriots.org
About Mischler Financial Group, Inc.
Mischler Financial Group, Inc. is a federally-certified Service-Disabled Veterans Business Enterprise (SDVOSB). We provide capital markets services across primary debt and equity markets, secondary market 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, Fortune corporate treasurers and municipal officials, public plan sponsors, endowments, and foundations. The firm’s website is located at https://mischlerfinancial.com.
Client Notification re: Mischler “2017 Memorial Day Month Pledge”
From: Office of Dean Chamberlain (SDV), CEO Mischler Financial Group, Inc.
Consistent with Mischler Financial Group’s annual initiative to commemorate Memorial Day and honor those who made the ultimate sacrifice while serving in our US military, this year we have dedicated a percentage of the month’s commission revenue to two organizations that are near and dear to our hearts and minds.
As we have done in prior Memorial Day and Veterans Day observances, Mischler is pleased to continue our support of Army Ranger Lead The Way Fund, the non-profit 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.
As part of our May 2017 profit pledge, Mischler is equally proud to support the American Cancer Society via our sponsorship of the ACS 12th Annual Financial Services Cares Gala, which will be held June 22 at the New York Hilton Hotel. This year’s gala, which is expected to raise more than $1 million, will pay tribute to former KPMG Chairman & CEO Eugene O’Kelly, who passed away from cancer in 2005 and whose estate remains an ardent supporter of ACS cancer research grants.
Each of us here at Mischler, whether personally, through family members and/or friends and acquaintances are all-too-familiar with cancer’s devastating impact. Our support of the ACS is a testament to the crucial work it performs via research grants and assistance to patients undergoing treatment and their caregivers.
As the month of May pledge kicks off, on behalf of the entire Mischler team, thank you in advance to our sales/trading desk counterparties across the investment industry and the many Fortune 500 treasury teams we work with for your ongoing support of our mission.
Dean A. Chamberlain (SDV)
Chief Executive Officer
Mischler Financial Group, Inc.
Investment Banking | Institutional Brokerage
In connection with Mischler Financial Group’s 2016 Annual Veterans Day Month Pledge, whereby a percentage of the firm’s entire month of November profits are allocated to select charitable organizations, Mischler senior execs Dean Chamberlain (CEO), along with his family members, Managing Director and Head of Capital Markets Rob Karr and Managing Director Leslie Graves subscribed to the military ethos ‘all hands on deck’ to support the buildOn.org 25th Annual Gala held Nov 2 at New York’s Waldorf Astoria Hotel.
The Nov 2nd celebration raised $3.4million to support buildOn’s mission of “breaking the cycle of poverty, illiteracy and low expectations through service and education.”
The Gala served as the public launch of buildOn’s Expect More Campaign, which will fund the first part of buildOn’s 25 year vision. The campaign aims to raise $15 million for buildOn’s U.S. Service Learning and Global School Construction programs.
In addition to Mischler Financial Group, the 2016 buildOn Gala included the sponsorship of GE, Jones Day, Ogilvy & Mather, Rodan + Fields, Deutsche Bank, Goldman Sachs, JP Morgan, Kiernan Herner LLP, KPMG, PriceWaterhouseCoopers, and Synchrony Financial.
Per November 1 announcement, Mischler’s Veterans Day Month Pledge was dedicated to buildOn.org, Bob Woodruff Foundation and The Johnny Mac Soldiers Fund.
CEO Dean Chamberlain (second from right) with Jackson Chamberlain (right), Nina Chamberlain (3rd from right), Joni Chamberlain (4th from right), Mischler Managing Director Leslie Graves (c) and Mischler Managing Director and Head of Capital Markets Rob Karr (3rd from left) with buildOn.org team leaders.
November 12-2016–Mischler Financial Group’s Boston Office team, home to Mischler’s International Equities Group turned out in force to participate in the 2016 DAV 5K Boston Run to Honor Veterans, one of Boston’s leading Veterans Day fundraising programs.
The DAV 5K Run to Honor Veterans is a run, walk, roll and motorcycle ride that thanks those who served and raises awareness of the issues our ill and injured veterans face every day. The DAV 5K National Series is presented by DAV (Disabled American Veterans), a nonprofit organization that helps more than 1 million veterans in life-changing ways each year.
“The events help further the mission of DAV to ensure our injured heroes are not alone on their road to recovery. When you participate in the DAV 5K and encourage others to support this event, you are investing in the lives of our wounded American heroes who have sacrificed for our freedoms.”
(l) Mischler Managing Dir Larry Peruzzi, Guest Marybeth Forbes, Lauren Peruzzi; Right Side Image: (l) Chris Dorin (The Boston Company), Marybeth Forbes,Mischler sales/trader Jeanne Austin, Larry Peruzzi, Lauren Peruzzi
Mischler 2016 Annual Veterans Day Month Pledge Supports Three Special Philanthropies
Industry’s oldest Minority Firm Owned & Operated by Service-Disabled Vets Gives Back and Pays Forward
Stamford, CT & Newport Beach, CA –November 1, 2016 —Veterans Day is observed by Americans each year on November 11; the day that is dedicated to honoring and extending our gratitude to the millions of men and women who have served within the US military. At Mischler Financial Group (“Mischler”), the financial industry’s oldest institutional brokerage and investment bank owned and operated by service-disabled veterans, Veterans Day is observed every day, and each November Mischler pledges a percentage of the entire month’s profits to carefully-vetted charitable organizations that support veterans and their families in recognition of this national holiday.
To honor Veterans Day Month 2016, Mischler Financial Group has made a financial pledge to three separate organizations that go above and beyond the call of duty to support military veteran families and local communities. Those 501c3 organizations are Bob Woodruff Foundation, The Johnny Mac Soldiers Fund and Buildon.org.
Stated Dean Chamberlain, Chief Executive of Mischler Financial, a 20-year veteran of the securities industry and a U.S. Military Academy at West Point alumni, “There are now more than 20 million Americans who have served with integrity and honor in the US Armed Forces, yet when transitioning back to civilian roles, too many are encountering challenges as they seek higher ground. The Mischler Financial year-round philanthropic mission is dedicated to the military veteran community at large, and Veterans Day Month provides a special opportunity for our trading desk and our clients to work together to give back and pay forward to the veteran community in ways that can truly help change lives for the better.”
Added Chamberlain, “This past May, we made our Memorial Day Month pledge to crowdfund campaign Veterans Education Challenge, as we believe that advanced education is a core component to both personal and professional success. The organizations that we have pledged our Veterans Day Month support to provide equally unique runways by which veterans can further bolster their knowledge base and self-confidence, and in turn, help them to more easily target and capture opportunities as they advance forward.”
About The Bob Woodruff Foundation (501c3)
Mission Statement: Founded in 2006 by ABC News reporter Bob Woodruff and his wife Lee after Bob was hit by a roadside bomb while covering the war in Iraq. The Bob Woodruff Foundation has led an enduring call to action for people to stand up for heroes and meet the emerging and long-term needs of today’s veterans. To date, BWF has invested more than $33 million to find, fund and shape programs that have empowered more than 2.5 million impacted veterans, service members and their families. To learn more, visit their website
About The Johnny Mac Soldiers Fund (501c3)
Mission Statement: Committed to providing support to those most affected by the Global War on Terror. Assistance includes: College scholarships and grants; Financial aid for professional certification programs and non-degree programs; Educational career counseling and mentorship. visit their website.
About Buildon.org (501c3)
Mission Statement: To break the cycle of poverty, illiteracy and low expectations through service learning programs in many of America’s most under-resourced high schools. Buildon.org is dedicated to engaging and training high school students in the country’s most challenging urban areas by providing those students with the tools to proactively advance programs that can better the quality of life for members of their communities who are in need. visit their website.
About Mischler Financial Group Inc.
Established in 1994, Mischler Financial Group, Inc. (“Mischler”) was the first FINRA broker-dealer member that was also a federally-certified Service-Disabled-Veteran-Owned Business Enterprise (SDVOB). Since that time, Mischler has become widely-recognized by Fortune corporate treasurers, public pension sponsors and the industry’s leading institutional investment managers for “punching above its weight class” while serving as a boutique investment bank and conflict-free institutional brokerage. Mischler is unique among its peers for its capital markets capabilities, as well as the firm’s year-round advocacy and support of veteran-centric causes. Mischler maintains offices in 8 major cities and is staffed by more than 55 securities industry veterans whose expertise extends across virtually all primary and secondary debt and equity capital market silos. In addition to traditional DCM and ECM services and secondary market best execution, Mischler administers corporate share repurchase programs for leading Fortune companies, cash management for government entities and corporations, and asset management programs for liquid and alternative investment strategies. The firm’s website is www.mischlerfinancial.com
For Additional Information:
Attn: Office of the Chief Executive
Email: info@mischlerfinancial.com
Tel. 203.276.6646
Many military families across the United States (and in other countries) boast a proud tradition of extending their military service legacy down through the generations. At Mischler Financial Group, our senior leaders, including Founder/Chairman Walt Mischler and now, Chief Executive Dean Chamberlain are intimately familiar with the sometimes bittersweet emotion experienced when our children come of age and make the life-changing decision to embrace a path that requires a commitment that can inevitably put our children in harm’s way.
With a sense of pride and admiration (and always a sense of concern), Mischler Financial Group extends a REALLY BIG HOOAH TO RACHEL CHAMBERLAIN, SCHOLAR ATHLETE-ROTC CADET-UCLA CLASS OF ’20 , Pictured below, Cadet Chamberlain (l) joins the incoming Bruin Battalion.
(l) Rachel Chamberlain, UCLA ROTC CLASS ’20
2016 Memorial Day Pledge by Mischler Financial Group Provides High Yield Return for VetEdChallenge Crowdfund Campaign
(from left) Avis and Bruce Richards, Founders of VetEdChallenge, MFG Analyst Jonathon Herrick, Mischler Financial CEO Dean Chamberlain
Stamford, CT— June 22, 2016 —Memorial Day and Veterans Day are the two US Holidays dedicated to honoring those who have served within the US military and those who have made the ultimate sacrifice while defending our country. At Mischler Financial Group, a debt market specialist and the securities industry’s oldest broker-dealer owned and operated by Service-Disabled Veterans, these two national holidays represent more than just a time for remembrance, they are a call to arms and the inspiration for month-long missions during which the firm and its squad of military veterans-now-financial industry veterans go beyond the call of duty. During the months of May and November, the firm allocates a portion of the months’ entire commission revenue to carefully-vetted programs dedicated to helping US military veterans and their families.
On May 1, Mischler made its annual Memorial Day Month pledge to Veterans Education Challenge, aka @VetEdChallenge, the crowdfund campaign launched on Veterans Day 2015 and committed to providing veteran educational scholarships with a preference to Pell-eligible undergraduate and graduate students. This week, Mischler CEO Dean Chamberlain and Mischler Financial Group founder Walt Mischler, both graduates of the US Military Academy at West Point, and both certified SDVs who have since risen to the top ranks of the financial industry, announced that the firm has delivered a check in the amount of $22,000 to the Veterans Education Challenge campaign. The first $1million raised before Veterans Day 2016 will be matched by philanthropists Bruce and Avis Richards. Mr. Richards is a co-founder of Marathon Asset Management, the $13bil AUM fund specializing in global credit and fixed income.
CEO Dean Chamberlain
Stated Dean Chamberlain, “We evaluate philanthropies similar to the way top investment managers analyze financial market opportunities; the goal is to achieve the highest risk adjusted returns when compared to alternatives.” Added Chamberlain, “Until we’re proven wrong, we believe that investing in the education of disciplined and determined veteran students provides the greatest return on capital for those students, their families, the enterprises they go to work for and the communities in which they live.”
Contributions to Veterans Education Challenge will go towards veteran scholarship awards that go beyond the provisions of the GI Bill and will be based on financial need with a priority and preference to Pell-eligible undergraduate and graduate students. Veterans will be eligible to renew awards based on financial need and standing with their universities.
About Mischler Financial Group Inc.
Established in 1994, Mischler Financial Group, Inc. (“Mischler”) was the first FINRA minority broker-dealer member to be designated as a Service-Disabled-Veteran-Owned Business Enterprise (SDVOB). The firm is now widely-recognized by Fortune corporate treasurers and leading investment managers for “punching above its weight class” while serving as a boutique investment bank and conflict-free institutional brokerage. Mischler is unique among its peers for its capital markets capabilities as well as the firm’s year-round advocacy and support of veteran-centric causes. Mischler maintains offices in 8 major cities and is staffed by more than 50 securities industry veterans whose expertise extends across virtually all primary and secondary debt and equity capital market silos. In addition to traditional DCM and ECM services and secondary market best execution, Mischler administers corporate share repurchase programs for leading Fortune companies, cash management for government entities and corporations, and asset management programs for liquid and alternative investment strategies.
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For additional information:
Dean Chamberlain, Chief Executive Officer
(T) 203.276.6646
Email: dchamberlain@mischlerfinancial.com
Newport Beach, CA & Stamford, CT, May 12, 2016–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.
“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.
About Mischler Financial Group
Mischler Financial Group is headquartered in Newport Beach, California with regional offices in major cities throughout the United States. MFG is a federally-certified minority broker-dealer and a Service-Disabled Veterans Business Enterprise (SDVBE). We provide capital markets services across primary debt and equity markets, secondary market 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, Fortune corporate and municipal treasurers, public plan sponsors, endowments, and foundations. The firm’s website is located at https://mischlerfinancial.com
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