Leaders of Influence: Wealth Managers 2024 – Jim Berliner
JIM BERLINERChairmanWestmount Partner Jim Berliner is a co-founder of Westmount Partners, currently serving as its chairman. Under his leadership, Westmount...
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JIM BERLINERChairmanWestmount Partner Jim Berliner is a co-founder of Westmount Partners, currently serving as its chairman. Under his leadership, Westmount...
KARA BOCCELLAPartnerCertuity Kara Boccella has successfully advised and managed her client’s portfolios and affairs over her 30-year career. She currently...
JOSEPH BUIManaging Director,Endowment and Foundation SpecialistBank of America Private Bank As a managing director and Endowment and Foundation Specialist at...
MIKE CANNONEPartner; Managing DirectorWestmount Partners Since his early days at Westmount, Mike Cannone has established himself as a leader both...
CORY CHAPMANCEO / FounderEFC Wealth Management Firm, LLC Under Cory Chapman’s guidance, EFC transcended its initial status as an IA...
BRIDGET COSTELLOWealth AdvisorKayne Anderson Rudnick Wealth Advisors Boasting a retention rate of 100%, Bridget Costello is a wealth advisor whose...
DANA GRAYSenior Vice President & Senior Trust AdvisorNorthern Trust Dana Gray is a senior trust advisor in the Century City...
JULIE HAYESManaging Director; Senior Wealth AdvisorTruist Bank Julie Hayes is a managing director and senior wealth advisor for Truist Wealth....
Duarte-based City of Hope, one of the largest cancer research and treatment organizations in the United States, recently announced the...
A court ruling threatens to sharply limit the ability of Long Beach-based oil and natural gas production company California Resources...
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© 2023 The LA Monitor - All Rights Reserved.