b'9SUMMER 2019It might sound clich to say I enjoy helping people, but I do, Im a relationships person. There is no other career where you get to know people, know every aspect of their lives and have such a deep understanding of their goals.MARC TANNENBAUMand helping his clients be more charitable,philanthropy to achieve social change pushed you would have gotten a blank stare.Signature to pivot toward more philanthropic He was trying to figure out how to makeand charitable endeavors, says Tannenbaum. use of a psychology degree from DuquesneAmong Signatures recommendations was University when he landed the job at Signature.to meet with Development and Donor Services I just fell in love with working there, saysstaff at The Pittsburgh Foundation to learn Tannenbaum. I loved what the firm wasabout the donor-advised fund program and doingthe degree to which we were able tohow that might be the efficient and effective help people realize their financial goalsmethod they were looking for to manage their so I decided to get the credentials to become charitable giving. After several meetings, the a financial advisor. family was sold on the idea, and in 2012, the In his nearly 20 years with the firmPrice children established The Mollie S. and training first as a junior advisor under theMartin B. Price Family Fund. guidance of founder Stephen Tobe, then teamingTannenbaum says the philanthropic with Tobes son, Scott, to manage clients, andadvising experience deepened his relationship then moving up to partner and president by lastwith the Prices who were active advisors on the yearthe focus has always been on workingfund for several yearsthe family lost Marty in with clients to build their personal wealth. 2016, and Mollie died last year. Their trust and But a new dimension of the firms missionconfidence in him now extends to the couples opened when Tannenbaum began workingchildren and grandchildren.with Marty and Molly Price and their threeMulti-generational planning is the perfect adult children in 2007. Suddenly, Signaturelegacy for the Prices, says Tannenbaum. They Financial Planning was being asked for expertwere very interested in their financial means Marc Tannenbaumadvice on spending personal wealth for socialdoing something useful for their family, the says that over thegood, rather than amassing more for the sakecommunity and the world.last several years,of it. (Read more about the Price family on theWorking with the family and partnering investors have become morenext page.) with The Pittsburgh Foundation gave Signature philanthropically- And one of the first places they visited to learn more tools to serve their clients, including minded. He helpsmore about how to achieve their clients philan- educating people who want to be philanthropic build socially responsiblethropic goals was The Pittsburgh Foundation. but dont know where or how to begin. portfolios thatThe Prices were really the first clients weIts not about one client, its about helping both benefit theworked with who were so engaged philanthrop- entire families, he says. We are a professional client and fulfill their wishes toically, he says. It was a big shift for us. Weorganization and we strive to have a familial do good in theirdidnt really know what that would look like, butatmosphere both for Signature employees and communities.we wanted to ensure everything was done right.for all of our clients.The Prices determination to engage directly in byDeanna Garcia | communications officer'