Lucas College and Graduate School of Business

Eight-Member Wealth Management Team Joins First Republic

Retrieved on: 
Monday, November 14, 2022
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First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that an eight-person team led by Jeremy McChesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan, and Jessica Huang has joined First Republic Investment Management.

Key Points: 
  • First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that an eight-person team led by Jeremy McChesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan, and Jessica Huang has joined First Republic Investment Management.
  • Based in Palo Alto, the team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
  • Jeremy McChesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan, Jessica Huang, and their team share First Republics commitment to exceptional client service, said Bob Thornton, President of First Republic Private Wealth Management.
  • Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management.

Golden Gate Ventures Announces New Hires and Silicon Valley Advisor to Bolster Startup Golden Triangle Growth

Retrieved on: 
Monday, August 1, 2022
Silicon, Tram, Student, Stanford Graduate School of Business, Lucas College and Graduate School of Business, Graduate school, Associate, ASEAN, Anti-globalization movement, Entrepreneur in residence, Payment, GDP, Ecosystem, Senior advisor, Acceleration, IMF, Faculty, Korea Financial Investment Association, Growth, VC, Stanford University, LATAM, Carousell, Renewable energy, Video game, Management, SEA, Business, Appota Corporation, MSME-Champions

The Southeast Asia startup ecosystem has entered a new phase, coming off a highly successful golden decade of growth.

Key Points: 
  • The Southeast Asia startup ecosystem has entered a new phase, coming off a highly successful golden decade of growth.
  • As a natural growth initiative, Golden Gate Ventures continues to add key hires to its Indonesia and recently established Vietnam offices, further strengthening its SEA network.
  • Nishal Hiranandani has also recently joined Golden Gate Ventures as Analyst in Indonesia, bringing with his startup operational experience.
  • Golden Gate Ventures is a VC fund in Southeast Asia (SEA) founded by Silicon Valley natives.

Attorney Caroline Chen has received tenure at San Jose State University

Retrieved on: 
Thursday, June 23, 2022
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SAN JOSE, Calif., June 23, 2022 /PRNewswire-PRWeb/ -- Caroline Chen has received tenure at San Jose State University ("SJSU") and will be promoted to Associate Professor at the Lucas College and Graduate School of Business at San Jose State University where she has been teaching corporate, individual and international tax in the graduate and undergraduate programs since August 2016.

Key Points: 
  • Strategy Law, LLP is pleased to congratulate Tax Attorney, Caroline Chen on receiving tenure at San Jose State University.
  • SAN JOSE, Calif., June 23, 2022 /PRNewswire-PRWeb/ -- Caroline Chen has received tenure at San Jose State University ("SJSU") and will be promoted to Associate Professor at the Lucas College and Graduate School of Business at San Jose State University where she has been teaching corporate, individual and international tax in the graduate and undergraduate programs since August 2016.
  • "We are very happy for Caroline to achieve this wonderful prestige from San Jose State University" said Managing Partner Tamara Pow.
  • Strategy Law, LLP is a business and real estate law firm located in downtown San Jose with clients throughout the Bay Area, the State of California and internationally.

Wilmington Trust Expands Wealth Management Team; New Advisors Extend Reach Across Delaware Region

Retrieved on: 
Friday, January 14, 2022
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WILMINGTON, Del., Jan. 14, 2022 /PRNewswire/ --Wilmington Trust today announced it has expanded its Delaware Wealth Management team with the hiring of Senior Investment Advisor Albert (A.J.)

Key Points: 
  • WILMINGTON, Del., Jan. 14, 2022 /PRNewswire/ --Wilmington Trust today announced it has expanded its Delaware Wealth Management team with the hiring of Senior Investment Advisor Albert (A.J.)
  • and Claire to the team contributes significantly to the overall growth plan across our footprint," said Meg Rafalli, head of Family Wealth for Wilmington Trust.
  • He previously worked at Wilmington Trust from 20102016 before becoming a portfolio manager at Glenmede Trust in 2016.
  • (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM).