? Former Schwab Institutional president Debbie McWhinney, who retired from that position in 2007 and was most recently CEO and president of the Dennis and Phyllis Washington Foundation has been named head of Citi Personal Wealth Management, which includes the existing network of Citibank branch-based financial advisors and other financial planning and management services. ? Lynn Turner, former chief accountant for the SEC has been named senior advisor and managing director in the forensic accounting practice of LECG, a global provider of independent expert testimony and analysis, original authoritative studies and strategic advisory services, and will work out of the firm’s San Francisco office. ? Dennis Klaeser recently joined Raymond James as a senior analyst in the firm’s equity research department, covering Midwest and Western regional banks. He will be based in the Raymond James Capital Markets office in Chicago. ? UBS announced that it has hired Ananias (Andy) Blocker as a Managing Director in its US Office of Public Policy. Blocker is based in Washington, DC, and joins UBS from the New York Stock Exchange (NYSE), where he was Vice President of Government Relations. ? StrategicPoint Investment Advisors, Providence, Rhode Island, has announced the promotion of Betsey Purinton to vice president, chief financial planner. In addition to her work with StrategicPoint, Purinton is currently president of the Financial Planning Association of Rhode Island.
The number of women taking the Chartered Financial Analyst exams has more than doubled and now accounts for nearly 40% of candidates.
The team has 11 advisors and will be the 99th advisory business to join the rollup firm.
Hobson tells ThinkAdvisor about Ariel's "patient" investing strategy and how she was motivated by her financially insecure childhood.
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