Golden State is composed of Golden State Wealth Management, Golden State Asset Management, and also Golden State Equity Partners.
This honor, spotlights Berdon's commitment to excellence in the delivery of client service which is best demonstrated by our approach of listening to client issues, solving their problems, and delivering innovative solutions that exceed expectations.
Hendrick said: “I am proud of the work done together with our colleagues in creating the new AXA XL division. As I move on, I am convinced that the expertise, ability to innovate and customer focus which are at the heart of our DNA will be key asset
Cloutier said Ottaviano’s “proven ability to understand business needs and challenges, coupled with her excellent experience developing financial and risk management strategies, make her a valuable addition to our strong leadership team.&r
"Klepacki brings a disciplined and client-focused mindset that supports our commitment to providing tailored and sustainable solutions to investors," said Thomas Wittwer, chief executive officer of Vontobel Asset Management, US.
Young’s team will also head up the market executive strategy council, which includes eight market executives representing advisors to senior management, Barron’s writes.
The Wilmington-based firm, with five advisors and assets of $654 million, joins CAPTRUST's wealth management practice