Harris myCFO

F2 Strategy Hires Banking and WealthTech Leader Andrea Bornstein-Bayer as Chief Operations Officer

Retrieved on: 
Wednesday, October 13, 2021

Santa Cruz, CA, Oct. 13, 2021 (GLOBE NEWSWIRE) -- F2 Strategy , a WealthTech management consulting firm, today announced the appointment of Andrea Bornstein-Bayer as chief operations officer.

Key Points: 
  • Santa Cruz, CA, Oct. 13, 2021 (GLOBE NEWSWIRE) -- F2 Strategy , a WealthTech management consulting firm, today announced the appointment of Andrea Bornstein-Bayer as chief operations officer.
  • We are delighted to welcome Andrea to the F2 Team, said Doug Fritz, co-founder and CEO.
  • Not only is Andrea our first C-Suite hire since launching F2 Strategy, she is also a testament to the brilliant talent pool of women in WealthTech today, said Liz Fritz, co-founder and chief commercial officer.
  • F2 Strategy was founded in 2016 in San Francisco, currently has 20 full-time employees, and works with firms representing $1.6 trillion in AUM.

Three Creative Planning Wealth Managers Named to Barron's Top 100 Women Financial Advisors List

Retrieved on: 
Wednesday, June 23, 2021

OVERLAND PARK, Kan., June 23, 2021 /PRNewswire/ -- Creative Planning LLC ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), is pleased to share today that three of their Wealth Managers, Brenna Saunders, Molly Rothove, and Jessica Culpepper, were named to the Barron's Top 100 Women Financial Advisors list, with all three advisors making it into the top 35.

Key Points: 
  • OVERLAND PARK, Kan., June 23, 2021 /PRNewswire/ -- Creative Planning LLC ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), is pleased to share today that three of their Wealth Managers, Brenna Saunders, Molly Rothove, and Jessica Culpepper, were named to the Barron's Top 100 Women Financial Advisors list, with all three advisors making it into the top 35.
  • Creative Planning is the only independent wealth management firm with three advisors on the list, let alone the top 50.
  • Creative Planning , LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management.
  • Creative Planning manages over $80 billion in assets across all 50 states and overseas, as of June 23, 2021.

EP Wealth Advisors Acquires Harris Financial Advisors, Inc.

Retrieved on: 
Wednesday, November 18, 2020

EP Wealth Advisors, LLC (EP Wealth), a leading independent registered investment adviser that specializes in client-centric financial planning and investment management services, announced its acquisition of Harris Financial Advisors, Inc. (Harris Financial).

Key Points: 
  • EP Wealth Advisors, LLC (EP Wealth), a leading independent registered investment adviser that specializes in client-centric financial planning and investment management services, announced its acquisition of Harris Financial Advisors, Inc. (Harris Financial).
  • Located in Torrance, Harris Financial has supported its clients through advanced investment management and financial planning services for over 28 years.
  • Mary Harris, founder of Harris Financial, and the entire Harris Financial team will join EP Wealth.
  • Wealth Partners Capital Group (WPCG) is a financial services holding company, which has partnered with EP Wealth Advisors (EP Wealth).

Exencial Wealth Advisors to Acquire Willingdon Wealth Management

Retrieved on: 
Thursday, April 30, 2020

Willingdon specializes in investment management and develops personalized investment portfolios for each of their clients.

Key Points: 
  • Willingdon specializes in investment management and develops personalized investment portfolios for each of their clients.
  • Republic Capital Group served as exclusive advisor to Exencial Wealth Advisors.
  • Exencial Wealth Advisors is an independent registered investment advisory firm offering fee-only, objective financial planning, investment management and tax planning counsel to senior corporate executives, institutions, entrepreneurs and their families.
  • Willingdon Wealth Management is an independent registered investment advisory firm offering investment management and financial planning to individuals, families, and business owners.

Lisa (Bodine) Policare Recognized by Forbes as a 2020 Top Wealth Advisor in Pennsylvania

Retrieved on: 
Tuesday, February 25, 2020

43 in Pennsylvania in the 2020 Best-In-State Wealth Advisors list published by Forbes.

Key Points: 
  • 43 in Pennsylvania in the 2020 Best-In-State Wealth Advisors list published by Forbes.
  • View the full release here: https://www.businesswire.com/news/home/20200225005015/en/
    Lisa (Bodine) Policare, MBA Partner and Financial Advisor Penn Wealth Planning, New Hope, PA (Photo: Business Wire)
    According to Forbes , the annual list spotlights the nations top-performing advisors, evaluated based on a methodology developed by SHOOK Research.
  • Along with her team at Penn Wealth Planning, Lisa provides a full range of financial services, including retirement and financial planning, individual investment management and insurance services.
  • About Penn Wealth Planning, LLC: Penn Wealth Planning is an independent wealth management firm.

Created Wealth Advisory Launches Wealth Management Practice In Los Angeles California

Retrieved on: 
Tuesday, November 5, 2019

LOS ANGELES, Nov. 5, 2019 /PRNewswire/ -- Created Wealth Advisory , today announces the launch of its Los Angeles-based wealth management practice.

Key Points: 
  • LOS ANGELES, Nov. 5, 2019 /PRNewswire/ -- Created Wealth Advisory , today announces the launch of its Los Angeles-based wealth management practice.
  • Prior to forming Created Wealth Advisory, the team met while working for UBS where Johnston managed over $100,000,000 in client assets.
  • Created Wealth Advisory is a boutique-style wealth advisory firm whose core services, founded on comprehensive and personal advice, include values-driven financial planning, investment management and sustainable investing, cash flow structure, family education and philanthropic mission development.
  • Created Wealth Advisory provides advisory services through TCWP LLC ("TruClarity Wealth Advisors") an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC").

CrowdStreet Appoints Award-Winning FinTech Innovator Donna Wells to its Advisory Board

Retrieved on: 
Wednesday, May 15, 2019

PORTLAND, Ore., May 15, 2019 /PRNewswire/ -- CrowdStreet , Inc., a technology provider with an online marketplace for direct equity investment in commercial real estate (CRE), today announced the appointment of financial technology entrepreneur Donna Wells to its Advisory Board.

Key Points: 
  • PORTLAND, Ore., May 15, 2019 /PRNewswire/ -- CrowdStreet , Inc., a technology provider with an online marketplace for direct equity investment in commercial real estate (CRE), today announced the appointment of financial technology entrepreneur Donna Wells to its Advisory Board.
  • Most recently President and CEO of Mindflash Technologies, Ms. Wells was previously founding CMO for two category-defining FinTech innovators: Mint.com and MyCFO Wealth Management.
  • She currently serves on the Board of Directors of two FinTech trailblazers, Betterment and Happy Money, and on the Board of Advisors of Mitek Systems, a global leader in digital identity verification.
  • Ms. Wells' teams have won multiple Webby Awards and recognition as a Tech Pioneer by the World Economic Forum in Davos.

Variant Investments Launches the Variant Alternative Income Fund

Retrieved on: 
Wednesday, October 3, 2018

PORTLAND, Ore., Oct. 3, 2018 /PRNewswire/ --Variant Investments, LLC, an innovator in alternative income investing, today announced the launch of the Variant Alternative Income Fund, a '40 Act closed-end interval fund.

Key Points: 
  • PORTLAND, Ore., Oct. 3, 2018 /PRNewswire/ --Variant Investments, LLC, an innovator in alternative income investing, today announced the launch of the Variant Alternative Income Fund, a '40 Act closed-end interval fund.
  • Variant Investments was formed in 2017 by three Directors of Research from CTC | myCFO, a firm serving ultra high net worth individuals and single-family offices.
  • "The Interval Fund structure allows us to provide investors with less liquid, potentially higher yielding alternative investments.
  • The Variant Alternative Income Fund is a continuously-offered, non-diversified, registered closed-end fund with limited liquidity.

BMO Harris Financial Advisors Appoints New Chief Operating Officer

Retrieved on: 
Wednesday, May 23, 2018

CHICAGO, May 23, 2018 /PRNewswire/ - BMO Wealth Management (U.S.) today announced the appointment of Lynne Shapiro Smith as Chief Operating Officer of BMO Harris Financial Advisors (BHFA).

Key Points: 
  • CHICAGO, May 23, 2018 /PRNewswire/ - BMO Wealth Management (U.S.) today announced the appointment of Lynne Shapiro Smith as Chief Operating Officer of BMO Harris Financial Advisors (BHFA).
  • Smith will report to Wallace Harris, President, BMO Harris Financial Advisors and be based in Chicago.
  • BMO Harris Financial Advisors, Inc., offers a comprehensive range of financial planning services and investment solutions to help meet the financial needs of mass affluent clients.
  • BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A.

Paradigm Financial Partners Established as New Registered Investment Advisor in Westport, CT

Retrieved on: 
Tuesday, May 15, 2018

WESTPORT, Conn., May 15, 2018 /PRNewswire/ -- Lee Rawiszer, managing principal of Paradigm Financial Partners , announced that the firm is now established as an independent, SEC Registered Investment Advisory firm.

Key Points: 
  • WESTPORT, Conn., May 15, 2018 /PRNewswire/ -- Lee Rawiszer, managing principal of Paradigm Financial Partners , announced that the firm is now established as an independent, SEC Registered Investment Advisory firm.
  • Paradigm serves high net worth families in film, television, music, sports as well as business owners and physicians in all areas of financial management.
  • Paradigm Financial Partners will be using Charles Schwab & Co. as their primary custodian.
  • Paradigm Financial Partners, in Westport, Connecticut, is an independent registered investment advisory firm dedicated to guiding high net worth families in all areas of financial management, including wealth management, investment management, insurance strategies and family office services.