Leaders of Influence: Wealth Managers 2024 – Kara Boccella
KARA BOCCELLAPartnerCertuity Kara Boccella has successfully advised and managed her client’s portfolios and affairs over her 30-year career. She currently...
Read moreKARA BOCCELLAPartnerCertuity Kara Boccella has successfully advised and managed her client’s portfolios and affairs over her 30-year career. She currently...
Read moreJOSEPH BUIManaging Director,Endowment and Foundation SpecialistBank of America Private Bank As a managing director and Endowment and Foundation Specialist at...
Read moreAcross the United States, many people are eagerly anticipating the Federal Reserve’s first cut to its benchmark interest rate this...
Read moreMIKE CANNONEPartner; Managing DirectorWestmount Partners Since his early days at Westmount, Mike Cannone has established himself as a leader both...
Read moreCORY CHAPMANCEO / FounderEFC Wealth Management Firm, LLC Under Cory Chapman’s guidance, EFC transcended its initial status as an IA...
Read moreBRIDGET COSTELLOWealth AdvisorKayne Anderson Rudnick Wealth Advisors Boasting a retention rate of 100%, Bridget Costello is a wealth advisor whose...
Read moreDANA GRAYSenior Vice President & Senior Trust AdvisorNorthern Trust Dana Gray is a senior trust advisor in the Century City...
Read moreBy Anna Helhoski | NerdWallet When word got around that the burger chain Wendy’s would start surging prices in 2025,...
Read moreJULIE HAYESManaging Director; Senior Wealth AdvisorTruist Bank Julie Hayes is a managing director and senior wealth advisor for Truist Wealth....
Read moreDuarte-based City of Hope, one of the largest cancer research and treatment organizations in the United States, recently announced the...
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© 2023 The LA Monitor - All Rights Reserved.