CFA and Chartered Financial Analyst are registered trademarks owned by CFA Institute. Our Leadership | Generation IM | Generation Investment Management [29] The endowment funds organizations including the Center on Rural Innovation - which brings digital job training, computer science education and entrepreneurship centers to rural areas and Data and Society a research institute that examines the social issues that can arise from pervasive technology. The following are some, but not all, of HBK's leaders. He currently serves as Chief Operating Officer of SA Stone Wealth Management and joined the firm (under Sterne Agee) in June 2006. He began his legal career as an associate at Jones Day. The New York Times. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Copyright 2023 | SA Stone Wealth Management Inc. All Rights Reserved.SA Stone Wealth Management Inc., Member FINRA and SIPC. Furthermore, CBRE Investment Management undertakes no obligation to update, amend or clarify forward- looking statements, whether as a result of new information, future events or otherwise. June 18, 2018, Siegel, David. [56], In 2016, Siegel received the FIRST organization's John C. Whitehead Leadership Award in honor of his service and support for the science and technology education charity's New York chapter. To further support advisors needs to manage client equity assets he runs the Starting Point portfolio building tool which is comprised of three separate recommended lists based on market capitalization and broken down into the main sectors of the economy and markets. Chief Compliance Officer, SA Stone Investment Advisors Inc. John Calvano serves as Chief Compliance Officer of SA Stone Investment Advisors Inc., an SEC registered investment advisor affiliated with SA Stone Wealth Management. Angus began his career in asset management in 1993 at HSBC Asset Management, based in Hong Kong. David S. Royal Executive Vice President, Chief Growth and Generosity Officer View bio.
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