Tag: Investment Services
VLP Law Group Continues Growth with Addition of Corporate Partner Geoffrey Perusse
PALO ALTO, Calif., Nov. 22, 2016 (SEND2PRESS NEWSWIRE) -- VLP Law Group LLP is pleased to announce that Geoffrey Perusse has joined the firm's Corporate Practice Group as a partner based in the San Francisco Bay Area. Mr. Perusse will chair the firm's Private Funds and Investment Management Group.
Lender Price Investor Glenn Stearns Appearing at 2016 Mortgage Bankers Association Annual Convention in Boston
PASADENA, Calif., Oct. 17, 2016 (SEND2PRESS NEWSWIRE) -- Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing and eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, today announced that its investor Glenn Stearns will appear at its 2016 MBA Annual Convention exhibit in Boston on October 23 - 26.
Klingenstein Fields Wealth Advisors Panel Discussion on how to Achieve Your Family’s Philanthropic Goals
NEW YORK, N.Y., June 3, 2016 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families can best support their philanthropic objectives.
Klingenstein Fields Wealth Advisors Participates in a Day of Service
NEW YORK, N.Y., May 31, 2016 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently volunteered a day of service at God's Love We Deliver (GLWD), a New York-based charitable organization.
Klingenstein Fields Wealth Advisors releases publication on alternative investments
NEW YORK, N.Y., Nov. 23, 2015 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors has released a white paper discussing the role of alternative investments in a diversified portfolio. Many investors today are looking for new sources of diversification and uncorrelated sources of return. As a result, alternative investments have experienced significant growth, particularly among high-net-worth investors.
