Barron’s
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James Spinelli Aims for More Growth After Building Berwyn Firm to 190 Advisors in 25 States
After growing his firm, Great Valley Advisor Group in Berwyn, to 190 advisors across 25 states in 12 years, James Spinelli is looking toward further…
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After Leaving Vanguard, Former Executive Joins SEI Investments Board
Karin Risi, a former top Vanguard Group executive, has joined the board of directors of SEI Investments seven months after leaving Malvern-based investment giant, writes…
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Malvern-Based Vanguard Executive Karin Risi Retires After 27 Years of Service
Karin Risi, head of strategy, product, marketing, and communications at Malvern-based Vanguard Group, will retire at the end of the year after 27 years with…
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Vanguard Makes Portfolio Manager Change to Health Care Fund
Vanguard has an upcoming change to the portfolio managers of Vanguard Health Care Fund. Jean Hynes will step down as co-portfolio manager of the fund in…
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