Wealth advisors Bruce Tenenbaum and Andy Lam join the firm from UBS Private Wealth Management; it is the latest move in Rockefeller's regional expansion.
Zaim Hajdari, president of The Hajdari Group, says InvestHalal will serve a need for Muslim-Americans wishing to practice Shariah-compliant asset management.
The announcement comes several months after Oros became the CEO of the registered investment advisory firm, which will become a member firm of the traditionally broker/dealer-focused advocacy organization.
Back in March 2007, the late Vanguard Group Inc. founder wrote an article for a men’s magazine laying out four fundamental tips. It went unpublished, until now.