Nerd's Eye View

SEPTEMBER 28, 2022

What's unique about Joe, though, is how he founded United Capital, built it to become one of the largest independent wealth management firms in the country on a path to disrupt the established incumbents, but ultimately decided to sell the firm to Goldman Sachs in pursuit of the next level of national scale… and in the process has been able to (..)

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

Walkner Condon Financial Advisors

JULY 27, 2023

She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role. Investments involve risk.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Zoe Financial

JANUARY 27, 2023

We dream about having a job with a big title and everything that comes with it; financial liberty, luxurious trips, more time with loved ones, experience, accomplishments, etc. Among the essential things we tend to disregard are executive compensation types, including employee stock options.

Certified Financial Planner 40

Certified Financial Planner Executive Compensation Taxes Financial Planner 40

Brown Advisory

SEPTEMBER 12, 2016

“The reporting is not consistent across industries or across companies, so it’s very hard to make accurate comparisons,” said Esty, a member of Brown Advisory’s Sustainable Investing Advisory Board. They focus largely on industries that have low environmental footprints, including technology and financial services companies.

Food 52

Food Executive Compensation Portfolio Management Communication 52

Brown Advisory

SEPTEMBER 12, 2016

“The reporting is not consistent across industries or across companies, so it’s very hard to make accurate comparisons,” said Esty, a member of Brown Advisory’s Sustainable Investing Advisory Board. They focus largely on industries that have low environmental footprints, including technology and financial services companies.

Food 52

Food Executive Compensation Portfolio Management Communication 52

The Big Picture

APRIL 11, 2023

What led you into that field of study in the world of investing? There are no Renaissance people left on Wall Street, and investing people who can talk about drama and talk about numbers at the same time. That’s a Graham approach investing, buy a bond with price appreciation. You’re known as the dean of valuation.

Valuation 298

Valuation Education Numbers Government 298

Sara Grillo

SEPTEMBER 12, 2022

Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use, or the success of any program. The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC. Disclaimers.

CFP 80

CFP Financial Planner Ethics Financial Planning 80