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Longmeadow’s Keady receives Distinguished Advisor in Philanthropy Award

Community Foundation President Katie Allan Zobel, Lorena Dubois and James Foard of Keady Foard Montemagni Wealth Management Group, George C. Keady III, and Kathy Bourque of Bay Path University during the 2017 Distinguished Advisor in Philanthropy Award presentation at the Colony Club on Jan. 10.

SPRINGFIELD – The Community Foundation of Western Massachusetts, in partnership with the Estate Planning Council of Hampden County and the Pioneer Valley Estate Planning Council, awarded George C. Keady III the 2017 Distinguished Advisor in Philanthropy Award on Jan. 10.

The purpose of the Distinguished Advisors in Philanthropy award is to recognize the important work that professional advisors (i.e. estate planning attorneys, financial advisors, accountants, etc.) do working with their clients to encourage philanthropy in our region.

Past awardees include: Dick Gaberman; Dennis Bidwell; Jack Ferriter; and Steven Schwartz.

With over 33 years of financial services industry experience, Keady is the senior member of the Keady Foard Montemagni Wealth Management Group and holds the roles of Senior Vice President – Wealth Management, as well as Senior Portfolio Manager.

Keady also serves as a voice to his peer advisors as he was elected to serve on the UBS FA Advisory Council (FAAC) with 13 other advisors across the United States, raising topics that will continue to shape wealth management at our firm. In 2015, George was appointed to co-chair this council.
Keady said philanthropy was a family tradition.

“My family always gave back – especially with their time,” he said. “When I started working I became involved in the nonprofit world and I became a volunteer.”

That led to financial giving as well, and Keady started a donor advised fund at the Community Foundation.

Talking to clients about philanthropy and helping them with how and where they give has become an integral part of his job.

“Talking about giving is now part of every review – I ask about their giving habits and inclinations,” he said. ‘We do more than money management.”

Keady is a native of Longmeadow, where he currently resides with wife Jackie. They have three adult children, Caroline, Cameron, and Tara. Keady serves on the Board of Directors of Bay Path University and The Phoenix Charter Academy, and was a co-founder of LEEF (Longmeadow Educational Excellence Foundation).

In his free time, he enjoys spending time in Vermont with his family. He holds the Series 7, 8, 63 & 65 securities licenses.

Keady said he is honored to receive the award.

The Community Foundation presented Keady with a plaque and a $1,000 grant to recommend to the charity of his choice at a joint luncheon of the Estate Planning Council of Hampden County and the Pioneer Valley Estate Planning Council.