The Torrance, California-based RIA's C-suite hire brings more than 30 years' leadership experience, including at Goldman ...
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US RIA EP Wealth Advisors appoints new COOEP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief ...
has announced the appointment of longtime Financial Services and Wealth Management leader Jorge Bernal as Chief Operating ...
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