Liz Shabaker Principal and chief operating officer Versant Capital Management, Inc. Background: Shabaker is a member of the national Schwab Advisor Services Advisory Board, a board member of the Central…
Lennard van der Feltz Founding partner Pinnacle Financial Advisors Background: As founding partner of Pinnacle Financial Advisors, Lennard van der Feltz, CFP, MSM, MBA delivers creative financial solutions to clients…
Arthur Doglione President and senior managing director Alpha Fiduciary Background: Doglione is an industry veteran with more than 20 years’ experience working with high-net-worth clients. He has an extensive background…
Theresa Chacopulos Private wealth advisor, senior vice president Morgan Stanley Private Wealth Management Background: Chacopulos serves ultra-high net worth clients, working to create a customized approach to portfolio management. …
Where would you put your money if you weren’t allowed access to a bank? In a safe? Under the mattress? Maybe a friend can hold onto it for you? Now,…
Washington Federal, which has 31 branches across Arizona and is celebrating its 100th anniversary throughout 2017, has been named the “Best Bank in Arizona” by MONEY and Money.com. Using data…
FirstBank, the nation’s third largest privately held bank with numerous banking locations in Arizona, recently announced its third quarter 2017 financial results. Across FirstBank’s 15 Phoenix-area branches, total deposits grew…
Hughes Federal Credit Union has been presented with a national excellence award for outstanding approaches to technology. The Credit Union National Association (CUNA) Technology Council awarded Hughes for its entry…
Bankers Trust, which has three locations in the Phoenix metro, turns 100 in 2017. Its location in the Esplanade on East Camelback is throwing a party to celebrate. The event…
Vantage West Credit Union, southern Arizona’s largest credit union, won 1st Place in the 2017 Dora Maxwell Social Responsibility Community Service Award and Louise Herring Philosophy-In-Action Member Service Award (Over…
Hispanics are certainly revving the engine of small business growth in the U.S. A report by Stanford University found that Latino-led firms continue to be created at faster rates than the national…
Wells Fargo & Company announced today that debit card customers have another way to use the company’s ATMs without their card — “tap and pay” near-field communication (NFC) functionality that is…
