Mountain View, CA (PRWEB) February 10, 2014
Stanford Investment Group, Inc. is pleased to announce that Regina (Gina) Wohl, CFA®, has joined the firm as Portfolio Manager.
Gina, a financial industry veteran, brings extensive experience in portfolio management, client relations, investment analysis and compliance to Stanford Investment Group (SIG). Gina will work with SIG’s Wealth Advisors to manage client portfolios and ensure that asset allocations remain consistent with each client’s objectives. She will also conduct investment research and serve on the firm’s investment committee.
Prior to joining SIG, Gina served as Senior Portfolio Manager with Key Private Bank in Cleveland, Ohio. Previously she worked for Victory Capital Management as a Portfolio Manager and as compliance specialist and audit manager for KeyCorp.
Gina earned her BBA in accounting from Cleveland State University and an MBA in banking and finance from the Weatherhead School of Management at Case Western Reserve University. She is a Chartered Financial Analyst and a member of the CFA Institute.
Stanford Investment Group’s advisory, investment management, operations and client service professionals work together to provide a high-touch experience individualized to clients’ financial goals. For more information, visit the Stanford Investment Group, Inc. website at: http://www.stanfordinvestment.com.
Stanford Investment Group, Inc., an SEC Registered Investment Advisor and FINRA/SIPIC member Broker/Dealer, is not affiliated with Stanford University.
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