MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Monday, April 11, 2005 Schwab Names RIA Board Schwab Institutional has tapped another crop of RIA owners for its Advisory Board, a board created to provide guidance on products, services and trends in the RIA industry. The 2005 board consists of 11 new members and nine returning members. The board members each serve two-year terms and are not paid for their service. Schwab spokeswoman Lindsey Tiles did not immediately return a call seeking comment on how the members are selected. Newly appointed advisory board members for 2005-2006: Libbie Agran, Libbie Agran Financial Services, Santa Monica, California Mark Griege, Robertson, Griege & Thoele, Dallas, Texas John Huber, Geneva Investment Management of Chicago, Chicago, Illinois Joel Isaacson, Joel Isaacson & Co, Inc., New York, New York Wendy Laidlaw, R.M. Davis, Inc., Portland, Maine Douglas Lane, Douglas C. Lane & Associates, New York, New York Ann McCorkindale, Honkamp Krueger Financial Services, Inc., Dubuque, Iowa Lon Morton, Morton Capital Management, Calabasas, California Andrew Putterman, Lydian Wealth Management, Rockville, Maryland Susan Spraker, Spraker, Fitzgerald, Tamayo & Mosiand LLC, Maitland, Florida Michael A. Yoshikami, YCMNET Advisors, Walnut Creek, California Returning advisory board members: Andrew Berg, Homrich & Berg, Atlanta, Georgia Jeffrey Buckner, Plancorp, Inc., Chesterfield, Missouri Susan Colpitts, Signature Financial Management, Inc., Norfolk, Virginia David Henion, Forte Capital, LLC, Pittsford, New York Roger Reynolds, Coldstream Capital Management, Inc., Bellevue, Washington Scott Roulston, Fairport Asset Management, LLC, Cleveland, Ohio Drew Simon, Baydush Simon Weaver, LLC, Boulder, Colorado Marita Sullivan, JMG Financial Group, Ltd., Oak Brook, Illinois Jon Vannice, Boys, Arnold & Company, Asheville, North Carolina "The independent investment advisor industry is thriving, and the counsel we receive from our Advisory Board ensures that we continue to provide our clients with the platform, products and programs they require now and in the future," stated Deborah Doyle McWhinney, president of Schwab Institutional. In total, Schwab Institutional counts 5,000 RIAs as its clients. Printed from: MFWire.com/story.asp?s=9459 Copyright 2005, InvestmentWires, Inc. All Rights Reserved |