10 Top Portfolio Products: New Offerings From T. Rowe, Matthews, Cadaret Grant
Among the week's new investment products: a Global X ag fund; Putnam subadvises bond funds; Matthews China fund.
New Marketing Director Named at Cadaret, Grant
Michelle Werth, formerly marketing manager at Cadaret, Grant & Co., has been named as the successor to Norlyn Poto, who announced that she would be retiring.
Cadaret, Grant’s Norlyn Poto Offers Parting Advice to Advisors: The Weekend Interview
Norlyn Poto, SVP and marketing director at Cadaret, Grant & Co., who will be retiring in mid-March reflected on her years in the business and what she’d like to change.
Norlyn Poto of Cadaret, Grant to Retire
Cadaret, Grant & Co. announced Wednesday that Norlyn Poto, senior vice president, will be retiring in mid-March.
The Personal Touch
The human element is still vital to the business,