Christine Carona was called a “bitch” on six to twelve occasions by her former boss, who also made derogatory comments about her personal life in front of UBS employees, according to the September 30 ruling.
Chris Benda will join the firm that was founded eight decades ago to address the financial services needs of farmers and ranchers, and now serves clients in 14 Western and Midwestern states.
The former code breaker and math professor figured out how to do one thing very well in markets.
The marketing firm also added members Marty Bicknell and Thad Langford, investors in the firm, to its board of directors.
As the Democratic primary approaches, it’s worth noting that a lot of people in our industry support an Elizabeth Warren White House.
The partnership with Juncture Wealth Strategies is part of a broader recruitment and transition initiative to attract wirehouse brokers looking to go independent.
Amidst the digital wealth advisor adding assets, James Burton is named as the firm's first chief growth officer.
The addition follows a merger earlier this year between Lido and San Diego-based Ken Stern & Associates.
