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Tag: investment executive

August 11, 2016in Business, Investing0by admin

CPA Magazine article: The secrets to his success

Although coming from modest beginnings, Michael Lee-Chin has learned a thing or two about building wealth — and also how to weather a financial storm. Michael Lee-Chin shouldn’t have been…

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January 6, 2014in Press0by admin

Investment Executive Article - Suddenly Alone

CFP Jennifer Black’s interview with Investment Executive on widowhood, and how to deal with sudden changes:  

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October 6, 2013in Press0by admin

Investment Executive - Women in the Financial Industry

INVESTMENT EXECUTIVE ARTICLE: Advisor Jennifer Black is skipping the corporate route and succeeding by developing her own business model BY: Patricia Chisholm Financial advisor and mother Jennifer Black is the…

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September 25, 2013in Press0by admin

Investment Executive - Help for the Recently Widowed

Financial advisor Jennifer Black is quoted in Investment Executive about helping widows/widowers with their investments.

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August 27, 2013in Books, Press0by admin

Managing Alone Book Review by: George Hartman of Investment Executive

George Hartman provides a great book review in the Investment Executive giving Managing Alone a 4 out of 5 rating. A lesson for advisors The authors of Managing Alone have…

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