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.
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalData