US-based Stanford Investment Group (SIG) has appointed Regina Wohl as its new portfolio manager.
Wohl has vast experience in portfolio management, client relations, investment analysis and compliance. She will work with SIG’s wealth advisors to manage client portfolios and ensure that asset allocations remain consistent with each client’s objectives.
In addition, Wohl will also conduct investment research and serve on the company’s investment committee.
Prior to joining SIG, Wohl served as senior portfolio manager with key private bank in Cleveland, Ohio. Previously she served at Victory Capital Management as a portfolio manager and as compliance specialist and audit manager for KeyCorp.
SIG said its advisory, investment management, operations and client service professionals work together to provide an experience specific to clients’ financial goals.