Verity Asset Management Appoints Jae Di Lorenzo Director of Participant Engagement and Ambassador for New Advisory Services Business Unit: Vynntana™
Newly launched plan governance platform, Vynntana™provides 403(b) and 457(b) plan sponsors and their employees with a comprehensive suite of tools and expert guidance
DURHAM, North Carolina, April 27, 2022 /PRNewswire/ — Verity Asset Management (VAM), a registered investment adviser, is pleased to announce today the appointment of Jae Di Lorenzo, JD, CRES, as director of participant engagement and ambassador for their new business unit, the plan’s governance platform, Vynntana™. Serving plan space 403(b) and 457(b), Vynntana™ is a service providing a full suite of tools and expert advice. The platform will support employer sponsors and the non-ERISA retirement vehicles they provide to their eligible K-14 public school, college, church, government agency, and nonprofit employees. .
Di Lorenzo joined Verity Asset Management in June 2020, and focuses on improving participant engagement by creating and hosting financial webinars, as well as ensuring that the educational materials and communication provided are relevant and easy to understand by plan participants. She has nearly two decades of marketing experience, drawn from a range of executive and management positions working with for-profit and non-profit entities. She is an experienced financial education speaker and presenter for government and private plan sponsors, working with insurance companies, school districts, colleges, universities and non-profit organizations across the country. She obtained her Juris Doctor from Georgia State University College of Law and its Bachelor of Science, Neuroscience, Furman University.
Di Lorenzo will be responsible for messaging, marketing and content production aimed at encouraging participants to take control of their financial success. Her refreshing approach of transparently sharing her own journey of perseverance and triumph with participants helps her in her role with Vynntana™ – by giving him the ability to connect and meet people, “where they are”.
“My personal commitment to service and empowerment is reflected in this platform – I believe you connect and empower by talking to people in a simple and easily relatable way. You need to meet them where they are in life, using concrete examples that they deal with in their lives and providing them with practical advice that they can easily put into practice,” says Di Lorenzo. “Vynntana™ gives employers the opportunity to have a meaningful impact on the lives of their employees in a very meaningful way.”
Be sure to read At Di Lorenzo’s recently published white paper on engagement here (https://www.verityinvest.com/news-and-press/articles/the-key-to-a-successful-financial-education-program).
For questions or to learn more about Vynntana™contact the company at (https://www.verityinvest.com/contact-us/) or call us at (800) 247-6717.
About Verity Asset Management:
Verity Asset Management is a Durham, North Carolinaregistered investment adviser. Founded in 1996, VAM provides a range of advisory services nationwide to investors, employers and other investment advisers. Services include: Wealth management for individual investors integrating decades of expertise and the evolution of new technologies; Custom Financial advice and retirement savings ensure that investors’ savings last their lifetime; Governance and oversight of employer plans provide specialist expertise in tax and corporate exemption schemes; and Turnkey Solutions for Investment Advisors provide investment management and practice support. For more information, visit https://www.verityinvest.com/.
Jae Di Lorenzo
SOURCE Verity Asset Management