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Meet an EAC Member: Anna N'Jie-Konte

Evan Harp is sitting down with the Exchange Advisor Council members. This week he spoke to Re-Envision Wealth’s Anna N’Jie-Konte, MBA, CFP®. ....

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Q&A: Lacey Shrum on the Problem Smart Kx Is Solving for RIAs

The clever and entertaining attorney and founder of Smart Kx talks about the why behind her startup, among other things. ....

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Balwani Invoked Lawyers To Cow Wavering Investor, Jury Told

A retired money manager testified in ex-Theranos executive Ramesh "Sunny" Balwani's criminal fraud trial Wednesday that Balwani's "cordial" demeanor shifted after he and his family invested roughly $1.2 million in the blood-testing startup and that Balwani threatened to involve Theranos' attorneys when asked to liquidate his investments. ....

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USD 6.5 Billion Advisor Team Joins UBS Private Wealth Management in Los Angeles

Press release content from Business Wire. The AP news staff was not involved in its creation.
USD 6.5 Billion Advisor Team Joins UBS Private Wealth Management in Los Angeles
February 5, 2021 GMT
LOS ANGELES (BUSINESS WIRE) Feb 5, 2021
UBS Private Wealth Management in Los Angeles announced today that a seven-person team, “The Legacy Multi-Family Group,” joined the firm in Century City.
The team, led by Patrick Schaffer and Ryan Bristol, have four decades of combined experience. They join UBS following nine years at J.P. Morgan Private Bank, where they built a successful USD 6.5 billion business focusing on high-net-worth families, individuals, foundations, and privately held businesses. The team includes Financial Advisors Barry Peterson, Corey Mazza and Dhanesh Bharvani, Relationship Manager Basel Sbeini, and Senior Wealth Strategy Associate Shauna Kohanchi. ....

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Camille and Henry Dreyfus Foundation Elects Scott Walter as New President

Camille and Henry Dreyfus Foundation Elects Scott Walter as New President
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NEW YORK, Dec. 21, 2020 /PRNewswire/ The Camille and Henry Dreyfus Foundation is pleased to announce the election of H. Scott Walter as President of the Board of Directors. He succeeds Henry C. Walter, who had served as President since 2009.
This is an especially exciting time for the chemical sciences, which has a significant impact on so many aspects of our lives. I look forward to working with the Board and our scientific Advisors to most effectively support the chemists and chemical engineers who are at the forefront of this important work, said Mr. Walter. ....

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