SCHWAB ADDS TO ADVISER BOARD
Charles Schwab & Co. has named 10 new members to its institutional advisory board to serve two-year terms.
Charles Schwab & Co. has named 10 new members to its institutional advisory board to serve two-year terms.
The 20-member board assists San Francisco-based Schwab on issues of concern to the 5,000 fee-only advisers who have relationships with the discount brokerage.
New members are:
Daniel Anderson, executive vice president of Pittenger & Anderson Inc. in Lincoln, Neb.
Marilyn Capelli Dimitroff, president of Capelli Financial Services Inc. in Bloomfield Hills, Mich.
Greg Conway, a partner at Conway Jarvis & Associates in Seattle.
Joan Guccione, chief investment officer of BJ Group Inc. in Irvington, N.Y.
Hamilton Lewis, principal of Hamilton Lewis Capital Management in Houston.
Mary Rinehart, principal of Rinehart & Associates in Charlotte, N.C.
Irwin Rothenberg, president of Wealth Management Consultants in Santa Rosa, Calif.
Richard Sunshine, president of WHRS Investment Management in Palm Beach Garden, Fla.
Laura Tarbox, owner of Tarbox Equity in Newport Beach, Calif.
Bruce White, vice president of Clifford Associates, Pasadena, Calif.
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