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Kimberly Flynn Promoted to President of XA Investments LLC

Kimberly Flynn Promoted to President of XA Investments LLC
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Kimberly Flynn Promoted to President of XA Investments LLC

Kimberly Flynn Promoted to President of XA Investments LLC
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Form 485APOS LITMAN GREGORY FUNDS

Form 485APOS LITMAN GREGORY FUNDS
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Form 40-17G NUVEEN SENIOR INCOME

Form 40-17G NUVEEN SENIOR INCOME
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The Rice Partnership hires Portfolio Manager Ryan Luna

–The Rice Partnership has announced that Ryan Luna has joined its wealth management team as Portfolio Manager. He will be based at the firm’s California office in downtown San Luis Obispo.
Luna has worked in the investment industry for over 16 years. For the past three years, he was a Portfolio Manager for a $10.5 billion investment advisor in Southern California where he managed multi-asset portfolios, as well as coordinated trading, operations, marketing, and compliance groups. He has previously held portfolio management roles with Nuveen Investment affiliates Nuveen Asset Management and Tradewinds Global Investors.
“Ryan has proven he knows how to balance performance and risk across a broad range of portfolios,” says Senior Wealth Manager and Portfolio Manager Ashley Wilken. “He brings a high level of expertise to the table and we’re excited to make his valuable experience available to our clients.” ....

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