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Posted by / 16-Sep-2017 18:56

Oppenheimerfunds single k distribution

A graduate of Moneta’s partner-in-training program, he has risen through the ranks, beginning as an intern and later becoming a client-service manager and an advisor before making partner. Mc Ginnis holds a bachelor’s degree in finance from Saint Louis University.

He is a Chartered Financial Analyst As a tenured partner and principal at Moneta Group Investment Advisors, James Blair brings to his role more than 30 years of experience serving institutional and individual investors.

In 2013 her firm received the Trailblazer Award from the Charles Schwab Corporation.

In 2015 she was named to Investment Advisors’ “35 for 35” list of people who had made significant contributions to the planning profession during the previous 35 years.

He is also chairman of Moneta’s Sustainable Business Committee, where he focuses on hiring and mentoring bright and ambitious talent, instilling in them the values inherent in Moneta’s culture and positioning them in client relationships early—all with the goal of developing a sustainable business and providing clients with seamless transitions in the future.

He is also a member of the Schwab Executive Leadership Program. Mc Ginnis is a prime example of Moneta Group’s commitment to developing talent.Previously, she served as vice president—and earlier as senior manager—of compliance for Schwab Advisor Services. Thetford was a vice president of operations for three AIG broker-dealers.Previously, she served as managing director of operations at Sun America Securities, an AIG broker-dealer.Previously, he was an investment manager on the Asia and global emerging markets equities team at Martin Currie Investment Management in Scotland. Lowe holds a master’s degree in applied mathematics and economics from the University of Glasgow.He is a Chartered Financial Analyst Kate Pexa is a senior relationship manager at Charles Schwab Advisor Services. She is also a CFA Charter holder and has served on the Board of the CFA Society of Minnesota.

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She works with a targeted group of large and complex advisor relationships where she helps her clients grow, compete, and succeed in the marketplace. Prior to joining Schwab, she worked for Morgan Stanley Dean Witter in their broker program. Pexa earned a bachelor’s of arts degree in economics from the University of St. John Bowman is the managing director for the Americas at the CFA Institute, where he oversees strategy for the United States, Canada, the Caribbean, and Latin America.

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