03/15/2024
She began her career as an IFA at Buckles Investment Services, before joining Sanlam Wealth Planning, where she was promoted to regional sales manager.
03/14/2024
Seasoned Wealth Management Veterans Maris A. Ogg, CFA, & Jeffrey M. Bagley, CFA, CFP Bring Decades of Experience and Expertise in Cultivating Long-Lasting Client Relationships Throughout Philadelphia’s Main Line
03/13/2024
Marie Seiler, former head of real estate products for third-party clients at Swiss Life AM, is set to start her new post as head of Pensimo Management on 1 July.