CLEVELAND, Ohio, June 26, 2017 (SEND2PRESS NEWSWIRE) — Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably “yes” and the recently launched Luma Wealth Advisors is ready to meet their planning needs.
NEW YORK, N.Y., Jan. 18, 2017 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers’ responsibilities include administering KFWA’s compliance program, […]
SAN FRANCISCO, Calif., Jan. 13, 2017 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Managing Principal & Practice Leader – Financial Risk Solutions, Bill Cosgrove will speak at the Cap-Intro West Conference on January 19 at the Hyatt Regency in San […]
PALO ALTO, Calif., Nov. 22, 2016 (SEND2PRESS NEWSWIRE) — VLP Law Group LLP is pleased to announce that Geoffrey Perusse has joined the firm’s Corporate Practice Group as a partner based in the San Francisco Bay Area. Mr. Perusse will chair the firm’s Private Funds and Investment Management Group.
PASADENA, Calif., Oct. 17, 2016 (SEND2PRESS NEWSWIRE) — Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing and eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, today announced that its investor Glenn Stearns will appear at its 2016 MBA Annual Convention exhibit in Boston on October 23 […]
NEW YORK, N.Y., June 3, 2016 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families […]
