Nov 18

As the news of UBS $2 billion loss continues to ripple the financial markets we look back at other infamous traders who nearly brought down their employers and others like Nick Leeson who caused the collapse of Barings Bank, the United Kingdom’s oldest investment bank.

Jerome Kerviel – Former Societe Generale trader. Losses at French bank were 4.9 billion euros ($6.7 billion)

Nick Leeson – Infamous Nick caused the collapse of Barings Bank, the United Kingdom’s oldest investment bank. Nick left Baring Bank in the red for $1.4 billion. The bank went solvent.

Evan Dooley – MF Global – losses $140 million

Steve Perkins – PVM Oil Futures, losses $10 million

Alexis Stenfors – Merrill Lynch in London , losses $456 million

John Rusnak – Allied Irish Bank, losses 691 million

 

 

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , ,

Sep 30

If you are looking for a financial advisor or financial planner based in Boston then I suggest you look at the list of top financial advisor listed on barron online or the list of top financial advisor at Boston Magazine.

Top Financial Advisors By Barron Online

Barron has a ranking of top 100 financial advisors in the state of Massachusetts. The following five financial advisors and planners from Boston made it into the list.

Raj Sharma of Merrill Lynch Boston was ranked No. 1

Victor Livingstone of Morgan Stanley Smith Barney Boston was ranked no. 2

William Sullivan of UBS Financial Services Boston was ranked no. 6

James Odorczuk of J.P. Morgan Securities Boston was ranked no. 7

Ross Dolgoff of J.P. Morgan Securities Boston was ranked no. 8

20 Best financial advisors

On Boston magazine list of 20 Best Financial advisors around Boston the following made it into top five:-

Raj Sharma of Merrill Lynch Boston was ranked No. 1

Marc A. White Jr. of JPMorgan Private Bank, Boston was ranked no. 2

John D. Spooner of Citigroup Smith Barney, Boston was ranked no. 3

William J. Sullivan of UBS Financial Services, Boston was ranked no. 4

Andrew H. Zimmerman of Merrill Lynch, Boston was ranked no. 5

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

Aug 24

Pittsburgh financial advisors are spread from advisors working in high street firms to independent financial advisors running their own advisory firms.

Pittsburgh Top Ranked Financial Advisors and Investment advisors.

Barron does annual ranking of top financial advisors and the following financial advisors from Pittsburgh were ranked among the top 100 financial advisors in the state of Pennsylvania.

1. John Waldron of Waldron Wealth Management Pittsburgh was ranked at No. 1

2. Robert of Fragasso Fragasso Financial Advisors Pittsburgh was ranked at No. 6

3. David Jancisin of Merrill Lynch Pittsburgh was ranked at No. 13

4. James Lowden of UBS Financial Services Pittsburgh was ranked at No. 16

5. Ahmie Baum of UBS Financial Services Pittsburgh was ranked at No. 20

6. Carrie Coghill-Kuntz of D.B. Root Pittsburgh was ranked at No. 29

Other financial advisors around Pittsburgh include:-

  • Wright Associates Pittsburgh
  • Peridot Capital Management Pittsburgh
  • Express Financail advisors pittsburgh
  • Lincoln Financial advisors pittsburgh
  • Legend financial advisors pittsburgh

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

Aug 06

If you are looking for a top financial advisor around Houston, Texas you may start your search by looking at a list of top 100 financial advisors in the state of Texas.

The following 10 financial advisors from Houston made it into the list.

1. William Gouldin of Morgan Stanley Smith Barney was the top advisor from Houston at number 2.

2. Nestor Vicknair of Merrill Lynch was ranked at number 3

3. Will Leven of UBS PWM was ranked at number 4

4. David Novelli of Morgan Stanley Smith Barney was ranked at no. 7.

5. Howard Lorch of Wells Fargo Advisors was ranked at number 10

6. Richard Ashcroft of Wells Fargo Advisors was ranekd at number 11

7. James Coffee of Merrill Lynch was ranked at number 12

8. Scott Tiras of Ameriprise Financial was ranked at number 15

9. David Harris of UBS Financial Services was ranekd at number 16

10. Elizabeth Lockwood of UBS Financial Services was ranked at number 17

For other top financial advisor around Houston check out Barron Top 100 financial advisors.

Another place to look for financial advisor around Houston is to look up the financial advisor listed in Yelp. One thing I like about Yelp listing is that the advisors are reviewed by users. People who have had a business relationship with the financial advisor.

Check out YELP Houston

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

Jul 29

If you are looking for financial advisors around or near Bellevue, Washington you have various.

My first option I recommend you have look at the list of top 100 financial advisors in the state of Washington by Barron. The financial advisors are ranked by Asset under management.

Barron Top 10 Financial Advisors Around Bellevue

1. Phil Scott of Merrill Lynch was ranked at No. 1

2. Jeffrey Crosby of Ameriprise Financial was ranked at No. 4

3. Kevin Fitzwilson of Coldstream was ranked no. 9

4. Michael of Ernst Morgan Stanley Smith Barney was ranked at no. 10

5. Paul Ried Paul of R. Ried Financial Group was ranekd at no. 11

6. Kathleen Weber of Morgan Stanley Smith Barney was ranekd at no. 13

7. Terry Cook of UBS PWM was ranked at no. 14

8. Michael Boone of MWBoone and Associates was ranked at no. 16

9. Michael Matthews of UBS PWM at no. 18

10. York Harris of Merrill Lynch was ranked at 20

My second option is to go through to Yelp the online market place and go through the listing of financial advisors. The financial advisors are reviewed by users of the website.

See Yelp Financial advisors page

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

Jul 21

If you are looking for a top financial advisor located in Chicago you may consider looking at the list of Top 50 financial advisors in the state of Illinois.

The following financial advisors from Chicago city made it into the list : -

1. Bruce Lee of Credit Suisse Securities was No. 2

2. Raj Bhatia of Merrill Lynch was No. 3

3. William Easom of Morgan Stanley Smith Barney was no. 4

4. Mark Hutchinson of Morgan Stanley Smith Barney was No. 6

5. John Ver Bockel of Merrill Lynch was ranked no. 7

6. Jim Moriarity of Morgan Stanley PWM was ranked no. 8

7. Michael Cohen of J.P. Morgan Securities was ranked no. 9

8. Steve Nakovich of Morgan Stanley Smith Barney was ranked no. 10

9. Greg Pusinelli of William Blair & Company was no. 11

10. Michael Gallagher of Morgan Stanley Smith Barney was ranked no. 12

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

Jul 17

For investors living around Palm Beach, Florida. If you are searching for a financial advisor to manage your money or on how to invest you may consider having a look at the list of 100 financial advisors in the state of Florida.

The list was compiled by barrons online. The following financial advisors based in Palm Beach made it into the list.

1. Kevin McCluskey of Wells Fargo Advisors, he was ranked no. 15

2. Kurt Sylvia of UBS Financial Services was ranked at No. 18

3. James Mahoney of Merrill Lynch Palm Beach was ranked at No. 19

4. Gregory O’Hare of Merrill Lynch was ranked at No. 24

5. Michael Nickler of Morgan Stanley Smith Barney was ranked No. 28

6. Christopher Andrews of Merrill Lynch was ranked no. 39

7. Thomas Smith of UBS Financial Services was ranked no. 43

8. Anthony Rizzo Deutsche Bank Alex. Brown was ranked no. 48

9. Karen McKinley of Merrill Lynch Palm Beach was ranked No. 67

Source Barron top 100 financial advisors

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

Jul 16

If you are searching for a financial advisor based in Aventura Florida, you may taking a look at the rankings of top financial advisors from the state of Florida.

The ranking of top financial advisors was by Barron online. The following financial advisors based in Aventura made it on to the top one hundred.

1. Allan D. Yarkin of Morgan Stanley Smith Barney was ranked No. 4

2. Andrew Schultz of Morgan Stanley Smith Barney was ranked no. 5

3. Stephen Bloch also of Morgan Stanley Smith Barney was ranked no6

4. Leonard Suskind of Morgan Stanley Smith Barney was ranked no.42

5. Myron Stayman of Merrill Lynch was ranked no.52

All this high street financial advisors require a minimum of $1m to open an account.

Listing of Financial Advisory firms Aventura Florida

Apart from the high street financial advisors there are many financial advisors located in Aventura. Here is a list of some of this firms, more can be found online :-

Halpern Capital

Ameriprise Financial

Triangle financial services

Coramar Investment inc

Lifespring financials

Aruba Investments

America Capital Ventures

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

Jul 08

If you live in Miami and you need a financial advisor you may look at the list of top 100 financial advisors in Florida by Barron Online.

On that Barron list the following financial advisors were ranked among the top 100.

1. Patrick Dwyer of Merrill Lynch was ranked no 1 on the list

2. Michael Wilson of Merrill Lynch was ranked no 31 on the list

3. Alexander Fernandez  of Morgan Stanley Smith Barney was ranked no. 32

4. Matias Cavalieri of Morgan Stanley Smith Barney was ranked at No. 47

If you are not interested in the highstreet financial advisory firms you may look at independent financial advisors around Miami.

  1. Ashley A. O’Kurley of John Hancock Financial Services
  2. Luisa M. Bravo of L. M. Bravo & Associates
  3. Richard G. King of Richard G. King Insurance Agency, Inc
  4. Jorge E. Mercado, of Jorge Mercado & Associates, Inc
  5. Donald Allan Brown, of Brown & Associates

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , , , ,

Jun 21

If you are a Newport beach resident and in need of a financial advisor we suggest you start by looking at the list of top 100 financial advisors in California. The list was compiled by Barron online.

Barron top 100 financial advisors near California.

The list included the following advisors from Newport beach area:-

  1. Troy Armstrong of Merrill Lynch was ranked No. 32
  2. Bob Klein of J.P. Morgan Securities was ranked No. 44
  3. Mark Binder of Merrill Lynch was ranked at No. 58
  4. Laila Marshall of -Pence Pence Wealth Management was ranked No. 63
  5. Ed Levin of UBS Financial Services was ranked at No. 70.

If you are not looking for a financial advisor from a high street firm and what you want is an independent financial advisor,  then you can look at the following firms around Newport Beach.

  1. Raymond James Financial Advisors
  2. Richter Robert Financial Advisors

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

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