Brighter Investing PBLLC

Brighter Investing is a Public Benefit financial advisory firm specializing in Sustainable & Impact Investing. We offer a full suite of advisory services for individuals, families, organizations & non-profits.

Brighter Private Credit GP, LLC

Private credit fund providing capital and debt for energy infrastructure improvements and waste-to-value/bio-energy projects across the US.

Managing Member

JOYN

As EVP of Business Development and Sales, I led many key components of JOYN’s transformation and rebranding, including:

•	Executed a rebranding of the firm (new name, message, website, etc.), differentiating ourselves through Behavioral Wealth Management;

•	Implemented our sales strategy around the new vision; 

•	Galvanized our team (including new recruits) around our new direction and message; and

•	Significantly increased our client base and revenue.

My involvement was both direct and supervisory. I oversaw a team that included Advisors and our Chief Marketing Officer, and oversaw the rebranding of our company that led to the creation and implementation of our messaging strategy.

I was also intimately involved with recruiting, retention, advisor compensation structures and firm financials/budgeting, as well as client relationships and sales initiatives, including workshops, presentations, public relations and advertising.

Over the years, we earned spots on a number of prestigious lists (as measured by assets under management), including Barron’s Top U.S. Investment Advisors, REP’s Top 100 U.S. Registered Investment Advisors, Financial Advisor’s U.S. RIA Ranking and the Financial Times FT300. Our writings have appeared in publications including The New York Times, The Wall Street Journal and The Huffington Post, and we have been quoted on CNBC, U.S. News & World Report and other media outlets.

Executive Vice President, Business Development and Sales

As SVP of Sales, I drove excellence while leading a team of advisors and client service associates to focus JOYN’s sales and operations on its core client base. In addition, I added value to the firm and increased our market share by:

•	contributing to the redefinition of our target client base;
•	refocusing of our marketing efforts; 
•	improving service efficiency;
•	recruiting and training advisory, marketing and sales teams; and
•	transforming our internal compensation structures to align advisor and firm incentives and provide greater continuity and consistency across the firm.

Senior Vice President of Sales

As VP of Operations, I focused on creating a “single firm” look and feel among previously siloed independent advisors. I did this by improving organizational efficiency and aligning advisor and firm incentives, which improved client service and employee retention.

To achieve firm goals, I oversaw 10 advisors and financial planners, managed 25 client relationships and ran a $4M budget.

Vice President of Operations

As a financial advisor, I drove growth and consistency by generating leads, managing client relationships, prospecting customers and providing financial advice.

Financial Advisor

I’ve been in the investment advisory business for over twenty-five years focused on building exceptional client relationships and connecting clients with their goals.  During those years I’ve held just about every position imaginable within an advisory firm.

I co-founded Brighter Investing in 2019 because I wanted to build a company focused on impact.  Brighter exists to help people and organizations invest their funds in better alignment with the world they want to see. We face complex issues in our society today and we are passionate about connecting capital with the companies and solutions looking to solve those problems. 

You can grow your wealth AND make an impact.  We’ll show you how.

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Want to drive more opportunities from LinkedIn?

Gary Whitehurst, CFM, CSRIC™'s Linkedin Analytics