Posts Categorized: Business

Robertson-Beck Plans to Open an Office in South Korea

Posted filed under Business.

Robertson Beck, an advisor-owned financial services company serving high-net-worth individuals and institutional clients, is pleased to announce its intention to open an office in Seoul, South Korea. The new office will expand the firm’s presence in East Asia. Robertson Beck has hired Ashley Lai as managing director of the new office in Seoul. Ashley will… Read more »

Joanne Colely Wins International Awards For Women In Business

Posted filed under Business.

Joanne Colely has been named the winner of an international Stevie® Award in the 19th annual Stevie Awards for Women in Business in Las Vegas. The Stevie Awards for Women in Business honor women executives, entrepreneurs, employees, and the companies they run– worldwide.  The Stevie Awards have been hailed as the world’s premier business awards. Nicknamed the… Read more »

Thane Stenner Acknowledged with the Social Commitment Award

Posted filed under Business.

Senior Portfolio Manager and Senior Wealth Advisor, Thane Stenner of Stenner Wealth Partners+ at CG Wealth Management received the western winner Social Commitment award in the 2022 CG National Advisor Awards, highlighting his passion and commitment to philanthropic endeavors throughout the year. The award was presented at the 2022 CG National Advisor Awards. “It is… Read more »