Wealth management


Mark Rotstein is the Founder of Equilibrium Partners Inc. The firm has been established to provide objective, unbiased and fully integrated advice to a select group of individuals and families. Mark brings exceptional credentials, as well as relevant work experience, to this role. He has over twenty years of experience working with high net worth individuals and families. Long-term relationships have been built on a foundation of trust, integrity, open-communication and a tireless work ethic. Prior to founding EQ Partners Inc. , Mark led a team of professionals managing over $500 million of private client assets, with a broad focus on all aspects of a client’s financial affairs.

Category: Wealth management

Mary Ann Best

800 Connecticut Avenue, NW Washington, D. C. BestMA@Bernstein. com Tel: (202) 261-6740 Fax: (202) 261-6767 www. bernstein. com As a Principal and Financial Advisor with Bernstein Global Wealth Management, Mary Ann Best’s practice is focused on providing fee-based investment planning for individuals, families and foundations. Plans are tailored for each client’s resources, tax circumstances, estate planning goals, and risk tolerance. In investing client assets the goal is to maximize after-tax returns for an appropriate level of risk, given the client’s asset allocation.

Category: Wealth management

Top 20 Investment Management Software 2017 - Compare Reviews

For Hedge Fund Investors to Better Manage Liquidity Reporting. It Translates Liquidity Provisions Such As Lockups, Gates, Fees and Notices Periods Into Actionable Schedules That Uncover How Much You Can Redeem and When. This application automatically creates your liquidity reports, calculates redemption schedules and how much can be redeemed and when for each subscription. It prevents the manual and error-prone assembly of terms and dates in spreadsheets. View Profile Software That Uncovers How Much You Can Redeem & When. It Translates Lockups, Gates, Fees & Notices Periods to Actionable Schedules.

Category: Wealth management

Jefferies LLC: Private Company Information

Jefferies LLC provides investment banking, sales, trading, and research and strategy across the spectrum of equities, fixed income, foreign exchange, futures, commodities, and wealth management to investors, companies, and government entities in the Americas, Europe, and the Middle East and Asia. Its investment banking products include debt capital markets, equity capital markets, mergers and acquisitions, restructuring and recapitalization, and U. K. corporate broking. The company provides sales, trading, and capital markets platforms for cash equities, electronic trading solutions, equity derivatives, convertibles, prime services, and corporate access; and for fixed income products.

Category: Wealth management


Is your estate in order? This short quiz may help you assess your overall strategy. Understanding the value of a home warranty. It may help your business be better prepared in the event of the death of a principal or key employee. Taking regular, periodic withdrawals during retirement can be quite problematic. Having your identity stolen may result in financial loss plus the cost of trying to restore your good name. Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each. Assess whether you are running “in the black” or “in the red” each month.

Category: Wealth management

Staff and Board

Fort Wayne Museum of Art StaffFort Wayne Museum of Art Board of Trustees 2016-2017Zachary Benedict, ChairMKM Architecture and Design Partner     John Snider, Vice ChairCommunity VolunteerGreg Green, TreasurerCPALTS CPA Group LLC.      Lauren Zuber, SecretaryFort Wayne Allen County Airport Authority, Air Service and Marketing Manager     David AmenAttorneyAmen Law LLC     Bill AndrewsWBA and VLC LP PartnerIan D. BoycePrincipal, Dickmyer Boyce Financial MGMT Inc.        Byron BraunBraun Wealth ManagementPresidentNatalie A. BrewerFWCS Rep Director of Curriculum     Kathy CallenOld National Bank Community Engagement ExecRick CartwrightUniversity of Saint FrancisSchool of Creative Arts Dean     Brittainy ChaffeeStar BankPrivate Banker Ellen Cutter IPFWCommunity Research Institute      Sharon EisbartSharon Eisbart Corporate ArtPresident/OwnerMadelane ElstonCommunity Volunteer     John O.

Category: Wealth management

Wealth Manager Career - Education Needed, How to Become, Salary Overview

High networth individuals (HNWIs) and business families may seek the advice of wealth managers to assist them in estate planning, banking and tax-related matters. India is on the trajectory of becoming a new world player that will host the highest number of millionaires. As per the Wealth Report 2012 by Knight Frank and Citi, there are around 18,000 centa-millionaires (with US$100 million in disposable assets) in the region covering South-East Asia, China and Japan that will eventually increase to 26,000 by 2016. India will constitute a major portion of this which implies that wealth management does have a promising future.

Category: Wealth management

Credit Suisse to Acquire Morgan Stanley’s Private Wealth Management Businesses in EMEA

The transaction complements Credit Suisse’s leading wealth management business in Europe and reinforces the bank’s focus on growing its UHNW and HNW client segments. The acquisition will add scale to the bank’s core growth markets in EMEA including the UK, Italy, Nordics, Russia and the Middle East. In the UK market, the acquisition will significantly increase Credit Suisse’s client base, making the bank a top ten player and leading wealth manager. The businesses acquired will be integrated into Credit Suisse’s Private Banking & Wealth Management division.

Category: Wealth management

Prodigious Heirs

Raymond James & Associates advisor Mark Thompson won over a $1. 9 million dollar account from a broker who had left the firm with a single letter. He simply wrote the client asking if his life insurance policy had been updated. When the client learned from his broker that his ex-wife was still his beneficiary, he was as good as in the Thompson fold. While not quite all in a day's work for Thompson, it comes close. He signs up 90 percent of the inherited clients that departing brokers leave behind, and his incredible retention rate has enabled him to build a practice with 265 clients worth a total of $150 million.

Category: Wealth management


Mr Curling is an Executive Director,  Chairman and shareholder of Prestige Asset Management Limited. He has nearly 40 years of investment experience and has held a variety of senior roles at Williams de Broe (WdB) (latterly a UK-based subsidiary of ING whilst its investment management company was recently acquired by Investec) including those of Head of Institutional Sales, Chief Investment Officer and Chairman of the Investment Strategy Committee. While at WdB Mr Curling was also, for a time, a Director of Banque Brussels Lambert (Jersey). He was formerly a Non-Executive Director of the ARCH Group (a UK-based investment and financial risk consulting group).

Category: Wealth management

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