Garry Bridgeman named IMCA president

The Investment Management Consultants Association has named Garry Bridgeman president for 2008 and 2009.
DEC 03, 2007
The Investment Management Consultants Association has named Garry Bridgeman president for 2008 and 2009. He is a private wealth adviser and first vice president of investments at the private-banking and investment group for the Atlanta branch office of Merrill Lynch & Co. Inc. of New York. Also, IMCA has named Betsy Piper/Bach as its vice president, and board of directors members John Granzow and Sam Paglioni were elected to the positions of treasurer and secretary, respectively. IMCA also has elected Jeffrey Carlin, Claudia Cypher and Scott Thayer to two-year terms on the board beginning Jan. 1. The Greenwood Village, Colo.-based association has more than 6,800 members, including more than 5,400 certified investment management analyst designees.

Latest News

How AI search aided scam from phony NFL player, fake financial advisor
How AI search aided scam from phony NFL player, fake financial advisor

Daejon Love and Taylor Chan's $1.3 million romance fraud scheme exposes how AI search engines can be manipulated by fabricated online identities

Schwab ordered to pay clients $1.34 million in crypto dispute involving elderly client
Schwab ordered to pay clients $1.34 million in crypto dispute involving elderly client

“It was a third party scam,” said the attorney representing the claimants.

RIA moves: Mercer adds to Atlanta presence with veteran advisor from Northern Trust
RIA moves: Mercer adds to Atlanta presence with veteran advisor from Northern Trust

Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.

CogniCor adds wealthtech veterans to board in renewed RIA push
CogniCor adds wealthtech veterans to board in renewed RIA push

Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.

Advisor moves: Merrill draws $1.2 billion UBS team in New Mexico
Advisor moves: Merrill draws $1.2 billion UBS team in New Mexico

Meanwhile, Raymond James, Wedbush, and LPL recruited veteran advisors from across Texas, North Carolina, and California.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income