WEALTH MANAGEMENT NEWS
What the Press Has to Say About HoyleCohen
We aspire to be a leading financial advisory firm and one of the best places for talented, high-integrity people to work in any industry. As a result, it’s meaningful to us when local or wealth management news mention things that reaffirm our aspirations.
HoyleCohen Named to Barron’s Top 100 Independent Wealth Advisors
September 17, 2018 – We are pleased to announce that Mark Delfino, CEO and Managing Director of HoyleCohen, LLC, has been named to Barron’s list of the Top 100 Independent Financial…
Focus Financial Partners (FOCS) IPO
July 27, 2018, San Diego, CA – FOR IMMEDIATE RELEASE: Focus Financial Partners (NASDAQ: FOCS) began trading publically on the NASDAQ Global Select Market under the symbol “FOCS” for the first time yesterday.
HoyleCohen Ranks In 2018 Financial Times 300 Top Registered Investment Advisers
July 20, 2018 – HoyleCohen LLC, is pleased to announce that we have been named as one of the Financial Times 300 Top Registered Investment…
HoyleCohen Ranked #8 Fastest Growing RIA in the U.S. by Financial Advisor Magazine
July 13, 2018, San Diego, CA – HoyleCohen LLC, a wealth management firm based in California is pleased to announce it has been named the eighth fastest growing….
CEO Mark Delfino Quoted in San Diego Business Journal
Fintech Platform Packages Services, Solutions / CEO and Senior Managing director of HoyleCohen LLC, Mark Delfino was recently featured in an article covering a new fintech platform by the San Diego Business Journal.
SDBJ Names HoyleCohen Among the 2017 “Best Places to Work in San Diego”
For Immediate Release: July 10, 2017– San Diego, CA – HoyleCohen, LLC is proud to announce that we have been selected as one of the Best Places to Work in San Diego for the second year in a row!
Vanessa Wieliczko Elected CFA Society San Diego President
July 6, 2017 – HoyleCohen is proud to announce that our Director of Investments and Portfolio Management, Vanessa Wieliczko, CFA, CAIA, CFP® has been elected for a two year term as President of the CFA…
Vanessa Wieliczko Selected For Investment News’ 40 Under 40
July 6, 2017 – HoyleCohen is proud to announce that our Director of Investments and Portfolio Management, Vanessa Wieliczko, CFA, CAIA, CFP® has been selected for InvestmentNews’ 40 Under 40.
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