Stanford Investment Group has appointed Regina Wohl as its new portfolio manager.
In her new role, Gina will be responsible for managing client portfolios and ensure that asset allocations remain consistent with each client’s objectives.
Additionally, she will also conduct investment research and serve on the firm’s investment committee.
Gina previously served as senior portfolio manager with Key Private Bank in Cleveland, Ohio.
She also worked for Victory Capital Management as a portfolio manager and as compliance specialist and audit manager for KeyCorp.