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Investment Management Category

Profiles
14,194

Employee Profiles

Joseph Hack

Madison Wealth Management

Principal, Senior Wealth Advisor

  • Location Cincinnati, OH
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Maggie Xie

Vogel Consulting Group, LLC

Manager of Practice Operations & Client Service

  • Location Brookfield, WI
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Lawrence Taylor

Brandes Investment Partners

Institutional Portfolio Manager

  • Location San Diego, CA
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Lisa S. Walls, CFP

Hamilton Capital Management

Vice President

  • Location Columbus, OH
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Kenneth Gross

Crow Holdings Capital Partners, L.L.C.

Director of Estate Planning and Trust Administration

  • Location Dallas, TX
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David Murphy

Trust Company of the West

Senior Vice President

  • Location Los Angeles, CA
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Shannon Zur

Vogel Consulting Group, LLC

Director

  • Location Brookfield, WI
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Stephen Eason

Amundi Smith Breeden LLC

Executive Vice President

  • Location Durham, NC
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Mark Wolff

Rainier Investment Management

Director, National Accounts

  • Location Seattle, WA
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Martha Tate

CenterState Bank

Operations Manager

  • Location Winter Haven, FL
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