“We are thrilled to welcome Chris to the SFEP team,” said Scott Potter, Managing Partner of SFEP. “We’ve worked closely with him as a financial advisor on multiple transactions over the years, so we know his extensive expertise in middle market.
Ocwen Financial Corporation has named Christopher Whalen, Chairman of Whalen Global Advisors LLC, as a Senior Consultant and Advisor to the company. Whalen brings nearly three decades of financial experience to the role, with a specific focus on the.
Chris is a member of the National Association of Personal Financial Advisors, and an associate member of the California Society of CPA’s, the Los Angeles County Bar Association, and the San Diego County Bar Association. Chris has been a regular guest on.
SFEP managing partner Scott Potter said, “We are thrilled to welcome Chris to the SFEP team. “We’ve worked closely with him as a financial advisor on multiple transactions over the years, so we know his extensive expertise in middle market consumer.
Scooping the title Inheritance tax planner of the year was Chris Bowmer from Fortitude Financial Planning. Runner-up in the category, sponsored by Octopus Investments, was Phil Rose from Group IFA. Toby Owen-Browne from Finura Partners was named Tax.
Advisor Access: Can you give us a brief overview of Aqua America and the fragmented nature of the water industry in the U.S.? Chris Franklin ... to the nation's infrastructure challenges, both from financial and expertise standpoints… Read the complete.
The local Edward Jones financial advisors include Urvina, John Winslow, Lois Friedman, Brent Tayet, Erin Abrigo and Chris Myers. Edward Jones, a Fortune 500 company, provides financial services for individual investors in the United States and, through its.
GLOBAL NET LEASE INC - MASTERSON WILL REPLACE CURRENT CHIEF FINANCIAL ... CHRISTOPHER MASTERSON AS CO‘S CFO, SECRETARY AND TREASURER, EFFECTIVE ON OR ABOUT NOVEMBER 15, 2017 * GLOBAL NET LEASE - RADESCA EXPECTED TO ENTER AGREEMENT WITH CO‘S.
Mr. Dent is the editor of the Survive and Prosper newsletter and has created the HS Dent Financial Advisors Network. Mr. Dent received his MBA from Harvard Business School, where he was a Baker Scholar and was elected to the Century Club for leadership.
Chris Joy is a Principal Consultant with the Credit Card practice at PSCU’s Advisors Plus. Together, PSCU and Advisors Plus’ products, financial services solutions and service model collectively support over 850 Owner credit unions representing.