Sentences with phrase «wealth management firm in»

A Wealth Management firm in Boulder is looking for a support representative that will be able to accurately schedule meetings and deadlines for their high level clientele and wealth managers around the globe.

«In today's world of a zero - rate environment, many people are saying, «I'd be willing to accept a 3 percent to 5 percent return on my money,»» says Adam Sherman, the CEO of Firstrust Financial Resources, a wealth management firm in Philadelphia.

Barry Glassman, CFP, is the founder and president of Glassman Wealth Services, a fee - only investment management, financial planning and wealth management firm in McLean, Va..

Brent J. Welch, CFP ®, ChFC, CRPS ®, CLU AIF ® is managing member of Welshire Capital, LLC, a boutique wealth management firm in Onalaska, WI.

He founded Bone Fide Wealth, LLC, a boutique wealth management firm in New York City that specializes in helping Millennials achieve their goals.

Prior to joining Leith Wheeler, Patti spent nine years with a wealth management firm in Calgary as a Portfolio Manager.

Yearning to work more directly with stakeholders, PJ made the jump to a high - paced private wealth management firm in Richmond, Virginia and focused on assisting high net worth individuals and families.

Elle Kaplan is the Founder and CEO of LexION Capital, a fiduciary wealth management firm in New York City serving high - net - worth individuals.

Elle Kaplan is the founder and CEO of LexION Capital, a fiduciary wealth management firm in New York City serving high - net - worth individuals.

«With extensive experience leading wealth management firms in Canada, and her deep knowledge of the Ontario and Quebec markets in particular, we see a great fit in supporting our business in those regions.»

Some professionals believe single family offices are the only authentic family offices, and multi-family offices are simply wealth management firms in disguise.

The publication has contributions and articles from some of the most prominent Family Offices, Private Banks and Wealth Management Firms in the World.

Elevate, supports over 2,000 financial advice and wealth management firms in managing SIPPs, ISAs and other investments.

The publication has contributions and articles from some of the most prominent Family Offices, Private Banks and Wealth Management Firms in the World.

Not exact matches

Louis Barajas is founder and CEO of Wealth Management LAB, a fee - only firm specializing in the entertainment industry.

«It's a milestone and an accomplishment to be proud of,» says financial planner Marguerita M. Cheng, chief executive officer of wealth management firm Blue Ocean Global Wealth, based in Gaithersburg, Marwealth management firm Blue Ocean Global Wealth, based in Gaithersburg, MarWealth, based in Gaithersburg, Maryland.

«Our other outstanding CEOs, Mary Erdoes (50), Asset and Wealth Management, and Doug Petno (52), Commercial Bank, along with our Chief Financial Officer, Marianne Lake (48), took on expanded roles last year and have played progressively more significant roles partnering across the firm in helping manage the company,» Dimon said in a statement.

Her executive career began in the high stakes and male dominated world of Wall Street where she was the CEO of brokerage firm Smith Barney — now Morgan Stanley Wealth Management — the CFO of Citigroup and CEO of Merrill Lynch Wealth Management.

«If somebody moves to us with these funds [in their portfolio], we're looking for an immediate maturity date to get out,» says a Vancouver investment adviser with a nationwide wealth management firm who asked not to be named.

The firm reported record wealth - management revenue of $ 4.0 billion for the quarter (up from $ 3.8 billion in the year - ago quarter).

A certified financial planner, Yeske is managing director at wealth management firm Yeske Buie and holds an appointment as Distinguished Adjunct Professor in Golden Gate University's Ageno School of Business.

• An investor group led by Stone Point Capital and KKR (NYSE: KKR) agreed to acquire a majority stake in Focus Financial Partners, a New York - based wealth management firm, for around $ 2 billion.

Wealth management firm Yellow Brick Road Holdings said its business is booming in Western Australia, with six additional branches emerging since the opening of its first Perth office three years ago.

«I tell them, «If you are interviewing other firms, ask them to give you the same [information] we can share with you that assures you there will be no disruption in service,»» said Carson, a certified financial planner and the founder and CEO of Carson Wealth Management Group.

asks Darrin Courtney, a research director specializing in wealth management at financial research firm CEB TowerGroup.

Both companies are operating at a loss, and it's likely that investors are losing patience with promising tech companies that don't turn a profit, according to Mark McComsey, chief investment officer of Beverly Hills Wealth Management, a financial advisory firm catering to high net worth people and entrepreneurs, based in Los Angeles.

Millennium Wave Investments cooperates in the consulting on and marketing of private and non-private investment offerings with other independent firms such as Altegris Investments; Capital Management Group; Absolute Return Partners, LLP; Fynn Capital; Nicola Wealth Management; and Plexus Asset Management.

While with the firm, he worked with financial professionals in equity research, macro-strategy, institutional equity sales, investment banking, and wealth management.

An executive of a U.S. wealth - management firm told me that after the financial collapse in 2008, some of the bright young advisers were communicating with wiped - out clients via emails that said, essentially, «Sorry, we can't help you.»

Our other outstanding CEOs, Mary Erdoes (50), Asset and Wealth Management, and Doug Petno (52), Commercial Bank, along with our Chief Financial Officer, Marianne Lake (48), took on expanded roles last year and have played progressively more significant roles partnering across the firm in helping manage the company.»

The reality is that rising volatility as measured by the CBOE Volatility Index, or VIX, «is only a reflection of volatile movements in the market — it is not a predictor of future returns,» David Kotok, the head of Cumberland Advisors, sent in a Friday note written by Leo Chen Ph.D. to the wealth management firm's clients.

In our recent report on UBS, we estimate the firm could enjoy a $ 40 billion (60 %) market cap boost from investing in wealth management technologIn our recent report on UBS, we estimate the firm could enjoy a $ 40 billion (60 %) market cap boost from investing in wealth management technologin wealth management technology.

In addition to these traditional competitors within the global alternative asset management industry, we have increasingly faced competition from local and regional firms, financial institutions and sovereign wealth funds, in the various countries in which we invesIn addition to these traditional competitors within the global alternative asset management industry, we have increasingly faced competition from local and regional firms, financial institutions and sovereign wealth funds, in the various countries in which we invesin the various countries in which we invesin which we invest.

«We are generating strong earnings across the firm, and our momentum in Advice and Wealth management continues with double - digit revenue growth, increased client activity and one of our strongest quarters of client net inflows.»

Harold Evensky of the wealth management firm Evensky Katz Foldes and Texas Tech University said in an email that the DOL rule constituted a «major step toward a more secure and dignified retirement for millions.»

Top 100 Fee - Only Wealth Management Firms Rank Firm Name Total AUM ($ in millions) Years In Business AUM Annualized 5 yr (%).in millions) Years In Business AUM Annualized 5 yr (%).In Business AUM Annualized 5 yr (%)...

In 2012, Max joined RBC Dominion Securities, Canada's leading wealth management firm.

Ms. Jones brings significant experience to the firm with over 40 years in the Canadian investment industry, holding presidential and executive roles at numerous high - profile companies including GBC Asset Management, AGF Private Wealth Management, TAL Private Management, CIBC Trust Company, and First Interstate Bancorp — where she was Canada's first female to lead a Schedule II bank.

«We have identified a great firm in Sterne Agee to bolster our Global Wealth Management group with the addition of more than 700 financial advisors and independent representatives increasing advisor professionals by 35 %.

Financial Tech Consulting: In January, 2014, I began consulting for a digital wealth management firm called Personal Capital based here in San Francisco and Redwood CitIn January, 2014, I began consulting for a digital wealth management firm called Personal Capital based here in San Francisco and Redwood Citin San Francisco and Redwood City.

Philadelphia wealth management firm rises from No. 3 spot in

Amy rejoined SSGA in November of 2010, after spending two years at Atlantic Trust Company, a Private Wealth Management firm.

Park Nok - sun, who analyzes cryptocurrency at wealth management firm NH Investment & Securities, maintains that the officials are concerned by so - called «herd behavior» in the cryptocurrency marketplace.

Shares in the two listed companies are held predominantly by clients of Dixon Advisory, the $ 7.3 billion wealth manager that merged with Melbourne - based brokerage firm Evans and Partners to create Evans Dixon with a combined $ 18 billion of assets under management.

Bonnie Sewell, the CEO of fee - only wealth management firm American Capital Planning in Leesburg, Va., tweeted about the potential positive outcomes:

Mark is often described as committed, empathetic and trustworthy, qualities that have served him well over more than a decade of advising individuals and families on their finances, both in advisory firms as well as his own boutique family office, which was known as Capella Wealth Management.

Welcome to Woodstock, a Boston private wealth management firm, managing more than $ 620 million * in assets.

In a move to expand nationally, in 2005 the entrepreneur sold a majority stake to the publicly traded wealth management firm, Sanders Morris Harris Group, chaired by George Ball, former E.F. Hutton president and Prudential - Bache chairman - CEIn a move to expand nationally, in 2005 the entrepreneur sold a majority stake to the publicly traded wealth management firm, Sanders Morris Harris Group, chaired by George Ball, former E.F. Hutton president and Prudential - Bache chairman - CEin 2005 the entrepreneur sold a majority stake to the publicly traded wealth management firm, Sanders Morris Harris Group, chaired by George Ball, former E.F. Hutton president and Prudential - Bache chairman - CEO.

Last September, Brown launched his own fee - based investment advisory firm, Ritholtz Wealth Management in New York.

Two of the most hypercaffeinated commentators in the financial blogosphere, Barry Ritholtz and Josh Brown, are forming their own investment advisory firm, Ritholtz Wealth Management, but that won't stop the blog - happy duo from blogging.