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Encouraging more Hispanic advisors; insights from a $1B firm founder

What can the investment and wealth management industry do to boost diversity?

New yorkUnited statesAngie spielmanLorenzo esparzaLos angelesLoyola law school at marymountJp morganBear stearnsApollo groupLehman brothersHispanic heritage monthManhattan westLoyola law schoolLoyola marymountCountrywide mortgage lenders

Wealth Solutions Report Concludes Second Annual Pathfinder Awards By Honoring Top Hispanic Industry Leaders Of 2023

/PRNewswire/ Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and.

New yorkUnited statesLacy garciaGil valadezLou camachoJames millerJeff concepcionRafael loureiroJorge bernalLarry rothKelly lora ewartDanny rodriguezMario ramosLorenzo esparzaStratos wealth holdingsTop wealth management professional services firms

Manhattan West Surpasses $1 Billion in Assets Under Management with Additions of Orin Winick and Nicholas Wolf to Private Wealth Team

Manhattan West Surpasses $1 Billion in Assets Under Management with Additions of Orin Winick and Nicholas Wolf to Private Wealth Team
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

New yorkUnited statesMeaghan mcnicholOrin winickLos angelesNicholas wolfPatrick mcdonaldLorenzo esparzaMerrill lynchMorgan stanleyKey private bankLos angeles basedManhattan westFounding principalVice presidentRelationship manager

Exodus of U S investment advisors sparked by mergers and bank turmoil

Business of managing US$31-trillion in U.S. retail assets is shaken up as managers launch independent operations

New yorkUnited statesLeo kellyTrey prescottSteve levittLorenzo esparzaAdvisory services networkPark sutton advisorsFirst republic bankCerulli associates incManhattan westFidelity investmentsSilicon valley bankFirst republicGlobe advisorWall street

Manhattan West Appoints Patrick McDonald

Manhattan West has appointed Patrick McDonald as a managing director and financial advisor.

New yorkUnited statesOrange countyGoldman sachLorenzo esparzaPatrick mcdonaldCapital managementManhattan westLos angeles based

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