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Goldman Sachs Adds Former Raymond James Team to Custody Platform

Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian.

Ashley bakerRaymond jameBill daltonScott verlangieriAbraham arceJeremy eisensteinCason beattyMerrill lynchClient services jessica andujarFiori financial groupGoldman sachs advisor solutionsGoldman sachsMargaux fioriFort lauderdaleGoldman sachs advisorChief financial officer scott verlangieri

CFP Board Elects 3 New Directors

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

United statesDan moisandNatalie wolfsenLatha ramchandMatthew boersenMarguerita rita chengMarguerita chengBill clintonSteve wallmanCovington burlingRichard shawKevinr kellerRon greenBoard nominating committeeEducation centerNational capital area

CFP Board Elects Three New Directors

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

New yorkUnited statesTeatown lakeDan moisandNatalie wolfsenLatha ramchandMatthew boersenMarguerita rita chengMarguerita chengBill clintonSteve wallmanCovington burlingRichard shawKevinr kellerRon greenBoard nominating committee

CFP Board Elects Three New Directors

/PRNewswire/ The Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced that its Board of Directors elected three new members:.

United statesNew yorkColumbia universityTeatown lakeDan moisandNatalie wolfsenLatha ramchandMatthew boersenMarguerita rita chengBill clintonSteve wallmanCovington burlingRichard shawKevinr kellerRon greenSenior client advisor at bessemer

CFP Board Elects Three New Directors | PressReleasePoint

The Board of Directors is the policymaking and oversight body of CFP Board and acts on behalf of the public, CFP® professionals and other stakeholders.

New yorkUnited statesColumbia universityTeatown lakeDan moisandNatalie wolfsenLatha ramchandMatthew boersenMarguerita rita chengBill clintonSteve wallmanCovington burlingRichard shawKevinr kellerRon greenSenior client advisor at bessemer

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