Sweet Financial's Brittany Anderson describes the firm's business development and marketing strategies, as well as how she went from a client service associate just out of college to now president and co-owner.
Unlike other roles in financial services focused on diversity and employee wellbeing, Shareen Luze’s new position at RBC Wealth Management sits within the business.
Byron Trott, the 62-year-old founder of BDT Capital Partners, has quietly amassed a $3.6 billion fortune, making him as wealthy as some of his better-known clients.
