Tag: wealth management firm
Southwestern Investment Group names Gary Bonner as COO
eNewsChannels NEWS: -- Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.
Del Monte Group Launches A Place of Possibility Podcast Exploring the World of Wealth Management
eNewsChannels NEWS: -- Today, Greater Bay Area wealth management firm Del Monte Group announces the launch of "A Place of Possibility" podcast, co-hosted by Del Monte Group founder Richard Del Monte and partner and COO Angela Wright.
Luma Wealth Advisors has formed an Advisory Council to facilitate its national growth
eNewsChannels NEWS: -- Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.
