–The Rice Partnership has announced that Ryan Luna has joined its wealth management team as Portfolio Manager. He will be based at the firm’s California office in downtown San Luis Obispo.
Luna has worked in the investment industry for over 16 years. For the past three years, he was a Portfolio Manager for a $10.5 billion investment advisor in Southern California where he managed multi-asset portfolios, as well as coordinated trading, operations, marketing, and compliance groups. He has previously held portfolio management roles with Nuveen Investment affiliates Nuveen Asset Management and Tradewinds Global Investors.
“Ryan has proven he knows how to balance performance and risk across a broad range of portfolios,” says Senior Wealth Manager and Portfolio Manager Ashley Wilken. “He brings a high level of expertise to the table and we’re excited to make his valuable experience available to our clients.”
Drive Wealth Advisers, a fee-only, SEC registered investment advisory firm with over $800 million in assets under management announces the acquisition and merger of
Magellan Capital LLC.
Lowell Crabb, CFP®, Principal
, Drive Wealth Advisors, stated, At Drive Wealth, we believe the bedrock of a prestigious wealth advisory firm is laid in its people s undying commitment and desire to better the lives of the families they serve. Our decision to acquire and align with Magellan Capital was entirely motivated by our eagerness to bolster the team with individuals who possess this same commitment and desire. I m honored to link arms with them as we continue to build Utah s preeminent independent firm.
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I know I m going to get a few calls about this one, but hear me out. We talk a lot about managing your estate and strategies for making the most of an inheritance, but what we don t often talk about is what to do with your “stuff” and the realities that surround that.
When helping people with their estate planning, we obviously cover the big issues, such as IRA or retirement plan beneficiary info, wills, trusts, power of attorney and advance directives (or POLST). We review titling of the assets in your estate with your CPA or attorney. But what we often don t talk about is what to do with all of your stuff.
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UBS Wealth Management USA announced today that five Financial Advisors in the firm’s Greater New England Market have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021.
Left to right: Paula Mogan, Sandra Manzella, Camille Valentine, Jessica Guo, Jessica Anderson (Photo: Business Wire)
“We are extremely proud of these five women for representing UBS on this prestigious list, said Jim Ducey, Greater New England Market Head at UBS Wealth Management USA. “Each of them add tremendous value to our industry and continued commitment to the clients they serve each day.”
Paula Mogan has over 25 years experience in the financial services industry, all of which has been focused on helping clients achieve their personal and financial goals. Paula refers to herself as an “advocate” for each of her clients, guiding them through the financial complexities that accompany both major and minor transitions in life. Paula earned the
BOSTON (BUSINESS WIRE) Apr 5, 2021
UBS Wealth Management USA announced today that five Financial Advisors in the firmâs Greater New England Market have been named to the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021.
Left to right: Paula Mogan, Sandra Manzella, Camille Valentine, Jessica Guo, Jessica Anderson (Photo: Business Wire)
âWe are extremely proud of these five women for representing UBS on this prestigious list, said Jim Ducey, Greater New England Market Head at UBS Wealth Management USA. âEach of them add tremendous value to our industry and continued commitment to the clients they serve each day.â