by Katy Yocom | Nov 29, 2021 | Finding A Job, For Your Future, Industry News, Industry News, Interesting Articles, News, Women In Wealth Management
Jean Case | Nov 18, 2021 Just a few weeks ago, one of the most influential financial conferences in the world, the Milken Institute Global Conference, assembled in Los Angeles for a high-COVID-protocol, in-person gathering. But this year it seemed many of the “movers...
by Katy Yocom | Nov 10, 2021 | For Your Future, Industry News, Industry News, Interesting Articles, News, Women In Wealth Management
Every year on November 1, Native American Heritage Month is celebrated to honor the remarkable Native Americans who have contributed a lot to improve the character of the nation. Holding its origin with a weeklong celebration during November 23–30, 1986, a...
by Katy Yocom | Sep 27, 2021 | For Your Future, Industry News, Industry News, Interesting Articles, Women In Wealth Management
Halley Bondy | Sept 18, 2019 From undocumented immigrant to Wall Street: Julissa Arce shares her remarkable journey. In honor of Hispanic Heritage Month, Arce offered advice from her own experience as an undocumented immigrant on how to achieve success. read more>...
by Katy Yocom | Nov 27, 2020 | Industry News, Industry News, Interesting Articles, Women In Wealth Management
Asia Martin | Nov 12, 2020 Dana Wilson found a simple unmet need in wealth management—the ability for retail investors to search specifically for Black and Hispanic advisors. read more>
by Katy Yocom | Oct 19, 2020 | Finding A Job, For Your Future, Industry News, Interesting Articles, Women In Wealth Management
Ins & Outs of an Independent Financial Advisor Monica Lupinetti, Partner, Wealth Advisor, McLaughlin Asset Management, Inc. shares her advice for young aspiring financial professionals and what a wealth management professional skillset should include to be...
by Katy Yocom | Sep 16, 2020 | Finding A Job, For Your Future, Industry News, Interesting Articles, Women In Wealth Management
By Ginger Szala | April 22, 2020 Cheryl Nash, CEO of Tegra118, began her career as an intern at the same firm which — several iterations later — she now runs. A graduate in communications at Eastern Illinois University, Nash got an internship at Security APL, an...
