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Capital Group Appoints Three New Members to RIA Advisory Board

Published: April 14, 2022

/PRNewswire/ -- Capital Group announced today that it has appointed three new members to its RIA Advisory Board, bringing membership to a total of 12...

Source: prnewswire.com

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United StatesDavid DevoeRoehl YiIra RapaportRita LeeAnn GookinSarah ChristiansenKurt MiscinskiMichael NovakBrian JonesDamona WhiteHoward ColemanCatherine FarleyJayman YiCapital Group Companies IncCapital GroupTranscend Partner GroupDevoe CompanySmarketing LabNational SalesPrnewswire Capital GroupAmerican Funds Distributors IncEngland Private Wealth AdvisorsFirm ManagementOxford Financial Group

Sustainable Asset Manager Ethic Launches Client Advisory Council

Published: October 6, 2021

New York, NY (PRWEB) October 06, 2021 -- Ethic Inc. (“Ethic”), the tech-driven asset management platform that powers personalization for advisors, today

Source: prweb.com

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New YorkUnited StatesNick FloresAlex LaipplePeter KleinAnn GookinMark MathersDavid WolfNick GeraceMordechai FishmanGary HirschbergLauren SercuClient Advisory CouncilFidelity InvestmentsEthic Client Advisory CouncilTour Advisory CouncilEthic IncUs BankAdvisory CouncilFreestone CapitalEllevest Private WealthDynasty FinancialAaron WealthBeacon PointeJennie Sowers