Top 25 Best Cities for Millennials to Live
For financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
London’s ‘Whale’ Loses $2 Billion for JPMorgan
CEO Jamie Dimon said that the office suffered an “egregious” failure and that losses from volatile synthetic credit securities could mount by another $1 billion in this quarter or the third.
New Hires Roundup: New York Life Realigns Retirement Services; Great-West Promotion
This week in new hires, New York Life realigned its practice groups and named new team leaders, and also named Sue Ericksen as CIO; Sen. Max Baucus praised Senate approval of three tax court nominees for second terms.
Howard S. Lorch
Managing Director-Investments Wachovia Securities Career Began: 1969 Home Base: Houston, Texas Civic Affiliations: University of Houston, The 100 Club, M.D. Anderson Cancer Center, Boy Scouts of America When Howard Lorch...
Nancy Gardner, CFP
Executive Vice President Tanglewood Capital Management 1400 Post Oak Blvd., Suite 550 Houston, Texas 77056 Phone: 713-840-8880 Web site: www.tanglewoodcap.com E-mail: firstname.lastname@example.org Year practice started: 1979 AUM: $600 million Compensation: Fee-only Number of clients: 370 Client...