Nancy Sumption has an extensive background in the public and private sectors, including stints in the U.S. intelligence community and the Department of Justice, according to the SEC.
Taxing virtual currencies has the potential to affect millions of taxpayers—of all ages.
Santa Clarita, Calif.-based Criterion Wealth Management Insurance Services recommended private real estate funds but failed to disclose 'significant' financial conflicts of interest, the SEC claims.
Dimitri Eliopoulos departed RMB after only eight months as wealth management chief to join Curi Capital as CEO.