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. This material is intended for educational purposes only.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Brown Advisory

SEPTEMBER 12, 2016

We bought ARM Holdings in July 2011 and held on even as oversupply slowed growth in smartphones sales. They focus largely on industries that have low environmental footprints, including technology and financial services companies. Danone bought WhiteWave for 19% more than the previous day’s share price.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

We bought ARM Holdings in July 2011 and held on even as oversupply slowed growth in smartphones sales. They focus largely on industries that have low environmental footprints, including technology and financial services companies. Danone bought WhiteWave for 19% more than the previous day’s share price.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Sara Grillo

SEPTEMBER 12, 2022

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions. & Lee L. 1139 (1988).

CFP 80

CFP Financial Planner Ethics Financial Planning 80