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Since joining Mackay Shields as an investment management assistant 46 years ago, Lucille Protas is now president, executive managing director and COO.
May 2 -
Since making the decision to join Jeffrey Gundlach at DoubleLine, Luz Padilla now oversees a 16-person team with nearly $9 billion in AUM.
May 2 -
As chief research strategist and portfolio manager at AlphaSimplex, Kathryn Kaminski is involved in the oversight of $6 billion in investment products.
May 1 -
These 10 leaders have a lot to say about how women have advanced in the industry over the years.
April 29 -
The No. 1 IBD’s efforts display opportunity amid the shortcomings of an industry still lacking measurable data from some of its largest firms.
February 19 -
Getting clients to think realistically about their post-work years is tough, but this one question quickly gets to the heart of the matter, says Trilogy Financial CEO Jeff Motske.
February 1 -
The top advisor this year, James Hare from Pinnacle Bank and Raymond James, views himself as the Warren Buffett of Nashville.
December 5 -
Alexandria Partners’ CEO asks InVest Conference attendees how much they assume they are being clear.
July 12 -
Chelsea Emery, Moderator, Editor-in-Chief, Financial Planning, Augustine SC Hong, CEO and Co-Managing Partner, Alexandria Capital, Peter Phelan, Founder & CEO, ValuesCulture, Patrick Tucker, Founder, True Measure Advisors
July 12 -
As the first woman executive at Carson Group, Teri Shepherd made it a priority to increase the number of women advisors at the firm.
May 25