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Industry Veteran Gene Sullivan Joins Pacific Oak Capital Markets Group as Senior Regional Vice President

Industry Veteran Gene Sullivan Joins Pacific Oak Capital Markets Group as Senior Regional Vice President
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United statesGene sullivanJennifer franklinMick manningCreek groupMarketing communicationsPacific oak capital marketsPacific oak capital markets groupUniversity of new york college at oswegoAmerica columbia management groupBlack creek groupLasalle investment managementJohn hancock fundsColumbia managementState universityNew york college

Mercer Advisors Acquires AFI Wealth Strategies

Mercer Advisors Acquires AFI Wealth Strategies
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Green bayUnited statesSouth bendUniversity of notre dameDave bartonChris tofalliDavid bartonAndrewe farah andyAndrewe farahChris tofalli public relationsMercer global advisors incInvestments wealth instituteCollege of business administrationMercer advisors incWharton schoolMercer advisors insurance services

The Investments & Wealth Institute Brings the First Annual Diversity & Inclusion Week, June 14-20, 2021, in conjunction with Pride Month and Juneteenth

The Investments & Wealth Institute Brings the First Annual Diversity & Inclusion Week, June 14-20, 2021, in conjunction with Pride Month and Juneteenth Share Article The Institute s Diversity & Inclusion Week aims to accelerate & diversify the composition within the industry s highest levels, create cultures of inclusivity, and widen the pathways to senior-level leadership roles across the industry for those currently underrepresented. It’s nice to see our scholarship program make a real difference in leveling the playing field for women and minorities, said Cindy Chaifetz, Chief Marketing Officer, Investments & Wealth Institute. DENVER (PRWEB) June 09, 2021 Over the past few years, campaigns like the #choosetochallenge, #metoo and #blacklivesmatter movements have brought greater awareness of our society s disparities and the role professional financial advisors can play in times of change.

United statesCindy chaifetzCertification scholarship fundInstitute diversity inclusion weekInvestments wealth instituteMembers of the instituteWealth instituteDiversity inclusion week the investments wealth instituteChief marketing officerInclusion weekCertification scholarshipAfrican americanDiversity elevatesCertified investment management analystCertified private wealth advisorRetirement management advisor

Three UBS advisors in South Florida named to Barron s Top 1,200 Financial Advisors list

Three UBS advisors in South Florida named to Barron s Top 1,200 Financial Advisors list News provided by Share this article Share this article FORT LAUDERDALE, Fla., June 1, 2021 /PRNewswire/ UBS Wealth Management USA announced today that three Financial Advisors with the firm in South Florida, Chris G. Garvin, Andrew James Plum, and J. Thomas Smith, have been named to the Barron s Top 1,200 Financial Advisors list for 2021. We are very proud of the recognition that these three seasoned financial advisors have received from Barron s, said Robert Covino, South Florida Market Head at UBS Wealth Management USA. It s a testament to their dedication and passion in helping affluent individuals, families and businesses formulate long-term wealth strategies and plans to achieve life goals.

United statesPalm beach gardensPalm beachChrisg garvinRobert covinoAsia pacificJ thomas tom smithPeter pupelloJ thomas smithYork stock exchangeWharton schoolUniversity of pennsylvaniaFinancial services incSwiss exchangeInvestment bankManagement united states

Leading Standards Body Earns Reaccreditation for CIMA® Certification

Leading Standards Body Earns Reaccreditation for CIMA® Certification Share Article The reaccreditation of the CIMA® certification validates the rigors, standards, and process of the premier technical portfolio construction program, the Certified Investment Management Analyst® (CIMA®) certification. “The Institute voluntarily undertook the ANSI® accreditation process more than ten years ago to validate and ensure that CIMA® professionals and the CIMA® process are of the highest level of professional development training, said Sean R. Walters, CAE®, CEO, Investments & Wealth Institute. DENVER (PRWEB) May 10, 2021 The premier professional association, education provider, and standards body for financial advisors, the Investments & Wealth Institute®, announced that its advanced Certified Investment Management Analyst® (CIMA®) certification, the peak international, technical portfolio construction progr

United statesNew zealandSeanr waltersInvestment management research programUniversity of chicago booth school businessInternational laboratory accreditation cooperationInvestments wealth instituteInternational accreditation forumNational accreditation boardYale school of managementInternational organization for standardizationWharton schoolUniversity of pennsylvaniaMembers of the instituteAmerican national standards instituteWealth institute