Wellington’s Todd Barron, a vice president with UBS Financial Services, has earned the Chartered Advisor in Philanthropy (CAP) professional designation from the Richard D. Irwin Graduate School of the American College of Financial Services in Bryn Mawr, Penn.
The CAP program provides the knowledge and tools needed by professionals in the nonprofit and financial services fields to help clients reach their charitable giving objectives, while also helping them meet their estate planning and wealth management goals.
Candidates for the CAP designation must complete a minimum of three courses in philanthropic studies at the Irwin Graduate School and six hours of rigorous, supervised written examinations. The curriculum addresses the advanced design, implementation and management of charitable gift techniques and strategies, as well as philanthropic tools including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities. More than 1,150 individuals have been awarded the CAP designation since its inception in 2003.
CAP graduates are uniquely qualified to bring gift planners and well-chosen advisors together in common purpose to help wealthy families create inspired legacy plans. In addition, professionals that have earned the Chartered Advisor in Philanthropy designation help donors improve their communities by maximizing the effective application of their financial resources.
Barron is a portfolio manager with the Barron Group of UBS Financial Services Inc. Very active in the Palm Beach community, Barron currently is the immediate past president of the executive board of the Neil S. Hirsch Family Boys & Girls Club in Wellington. He also sits on the executive board of the Young Friends of the Palm Beach Symphony.
Barron resides in Wellington with his wife, Debra, and daughters, Lilah and Sarah.