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Teri Shepard on the Key to Advancing Women in Wealth Management

Carson Group President Teri Shepard discusses how she and the company are investing in women.

United statesSuzanne siracuseTeri shepardUniversity of nebraskaCarson groupWealth managementWith suzanne siracuseWith teri shepherdInvestmentnew womenFinancial planning magazineTop womenAsset managementStevie awardsFemale executiveData awards gender equality professional

Boomer women leading when it comes to wealth

Haleh Moddasser of Stearns Financial notes that boomer women control much of the wealth right now/

New yorkUnited statesHaleh moddasserAmy florianStearns financial groupWomen advisor summitInvestmentnew women

Making a business out of succession planning

Succession planning is at the heart of Carina Diamond's mission to help make financial services less male, white and straight.

United statesStella secundaUniversity of akronCarina diamondDakota wealth managementSpringside advisorsInvestmentnew women

Halbert Hargrove Names Brian Spinelli as Co-Chief Investment Officer

Long Beach, CA (PRWEB) December 21, 2022 Halbert Hargrove, a fiduciary investment management and wealth advisory firm headquartered in Long Beach, CA, has

Brian spinelliHalbert hargroveHalbert hargrove global advisorsInvestment committeeLong beachCo chief investment officerTim kohlerTrading operationsDavid kochPortfolio managementTaylor sutherlandPortfolio strategyTrading managerWealth advisorWealth advisor kochSenior wealth advisor

Three Hightower Advisors Win Honors from InvestmentNews Women to Watch Awards

/PRNewswire/ Hightower, one of the largest registered investment advisors (RIAs) in the nation, today announced that three Hightower advisors Leah Jones.

United statesMorgan sarrafMeghan mccartanLaurie kamhiPrnewswire hightowerLeah jonesSiobhan nolanHightower securitiesHightower advisorsHightower bethesdaInvestmentnew womenChief investment officerDown itHightower chief marketing officer meghanFastest growing companiesForbe america

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