Friday, 27 March 2015
Last updated 5 min ago
Feb 21 2014 | 8:56am ET
U.S. Bank Wealth Management has named Jeff Zipper senior vice president, senior portfolio managing director for Florida at The Private Client Reserve of U.S. Bank in Palm Beach.
Zipper has vast experience advising clients in equity management with an expertise in individuals, trusts, endowments and companies in various industries. He has 25 years of experience in the financial services industry and works within all asset classes including equity strategies, mutual funds, bonds, derivatives and alternative investments.
Prior to his new role with The Reserve, Zipper was senior vice president, senior investment advisor with PNC Wealth Management in Palm Beach.
The Private Client Reserve of U.S. Bank is a provider of comprehensive wealth management services for high-net-worth individuals, families and foundations with investable assets of more than $1 million.
The Reserve is a part of U.S. Bank’s Wealth Management Group.
Mar 9 2015 | 6:35am ET
As more investors look to diversify, many are beginning to use retirement funds to invest in alternative assets such as private equity and real estate. Kelly Rodriques, CEO & President of PENSCO Trust Company, explains how companies can connect with those looking to use their retirement accounts in a different way. Read more…
Mar 20 2015 | 12:45pm ET
StreetWise Partners, a non-profit organization that works with low-income individuals to help them overcome employment barriers, raised over $275,000 at the 2015 Raising the Ante Charity Poker Tournament and Casino Event last Wednesday evening at Capitale. Here are some photos from the event. Read more…