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Firms can't keep up with the demand for new recruits, which will keep the bigger payouts coming, On Wall Street's annual recruiter panel says.
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Harold Reimer is head of private wealth management for Temenos in North America, a global banking and wealth management software organization headquartered in Geneva, Switzerland.
May 2 -
Hardeep co-founded Motif Investing, a concept-driven trading platform that allows individuals to act on their investing insights and desires. He spent more than six years as an executive at Microsoft where he last served as General Manager of their Enterprise Services business. He started at Microsoft as Director Corporate Development and Strategy, helping to oversee Microsoft’s investments and acquisitions. He began his career as a consultant at The Boston Consulting Group.\nHe holds a BS in Economics and Engineering from Yale University, an MBA from the Wharton School of Business and carries Series 7, 24 and 63 licenses in the securities industry. He is an active member of FINRA's Small Firm Advisory Board and currently sits on FINRA’s Technology Advisory Committee. Hardeep blogs for Forbes and is a regular guest on CNBC. You can also catch frequent appearances on Bloomberg TV and Fox Business.
May 2 -
Guy E. Baker, CLU, ChFC, CFP, MSFS, MSM, RHU, CRWC, is the founder and Managing Director of Irvine, California-based BTA Advisory Group, a multi-disciplinary practice serving wealthy families and owners of closely held businesses.Each of BTA's sister organizations is managed by an experienced professional and partner. The services include The Stewardship Advisors, an estate and legacy planning consulting firm; BMI Consulting, a national management consulting firm specializing in the succession and compensation issues and problems facing closely-held businesses; Baker, Thomsen Associates, a compensation and benefits consulting firm; Baker Jensen Investment Advisors, a registered investment advisor; and BTA Advisory Group, an insurance and financial products marketing company.Guy's experience in the business planning and estate planning field is extensive. He has completed over 20 estate plans for families with a net worth in excess of $25 million in the last five years working with Tim Voorhees, a nationally known estate planning attorney. Guy helped found the National Association of Family Wealth Counselors and was a founding Board Member in The Stewardship Alliance -- a group of professionals dedicated to providing legacy and wealth planning to high net worth donors to Christian ministries. He completed the Professional Mentoring Program in 1999 and has lectured at various estate planning council meetings, spoken at many CLU Institutes and was featured on a several CLU Televideo Conferences.Guy holds a BS\/Economics in 1967 from Claremont McKenna College and an MBA\/Finance in 1968 from the University of Southern California. Guy earned his Chartered Life Underwriter (CLU) in 1972 and became a Chartered Financial Consultant 1981. He also holds a Master's degree in Financial Services (MSFS) and Master's in Management (MSM). In addition, Guy is a Certified Financial Planner (CFP), and a Registered Health Underwriter (RHU). He has also earned his Certified Family Wealth Counselor designation and Registered Investment Advisor.Guy earned Life and Qualifying membership in the Top of the Table (TOT) in 1977 and has qualified consistently ever since. A frequent writer and speaker, Guy has spoken to advisors in more than five countries. His most recent book is Market Tune-up a recounting of lessons he learned that helped him stay Top of the Table. In addition, Guy wrote "Investment Alchemy" a guide to stock market management. Other books by Guy include, "Why People Buy", "Baker's Dozen - 13 Principles for Financial Success", each with over 20,000 in print. His best sales idea is The Box, an easy to understand discussion about the fundamentals of life insurance, having distributed over 500,000 pieces throughout the financial services industry. In addition, he has developed several seminar packages to educate 401(k) investors plus an 8 cassette seminar training album called "Market Tune-up", to assist professional agents in their quest to increase productivity and re-engineer their practice.Phone: (949) 900-0099
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Prior to MiCai, Greg worked for the Emerging Markets fund of GLG Partners (purchased by MAN Group), a Hedge Fund with 26bn USD under management.\nBefore he moved to GLG, Greg worked on the Emerging Markets Principal Trading desk at Citi and at Private Wealth Management at Morgan Stanley in Hong Kong. Greg has a B.A. in Philosophy and Modern Languages from Oxford University, where he studied Philosophy and Chinese. He taught at Harvard University and has an MBA from the Cheung Kong Graduate School of Business.
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