Posts Tagged ‘Appointment’
Fross & Fross Wealth Management Announces the Appointment of Ex-Wall Street Investment Manager Paul Hoffman as Wealth Advisor
Orlando, FL & The Villages, FL (PRWEB) January 29, 2013
Fross & Fross Wealth Management, an investment advisory firm with client assets of $ 350 million, announced the appointment of Paul Hoffman as Wealth Advisor, as the firm continues to attract top advisors to its ranks. In his role, Hoffman will be responsible for portfolio structuring and analysis, in addition to providing timely information to clients.
Co-founders Robert and Thomas Fross said in a joint statement, “We are pleased that Paul has joined our team. His investment experience and insight will undoubtedly help Fross & Fross further its position as the gold standard in wealth management to the community in which we serve.”
Hoffman brings more than 25 years of investment experience working directly on Wall Street for top financial firms including: Goldman Sachs as Vice President of Fixed Income Currency and Commodities, AMBAC Securities as Chief Investment officer, TIAA-CREF as Director of Public Market Securities, and BNY Mellon as Portfolio Manager. Within the state of Florida, Hoffman was Senior Vice President of Investments and Interest Rate Risk for Citizens First Bank, and Treasurer of Gibraltar Private Bank.
Hoffman earned a Bachelor’s Degree in Business Administration from New York Institute of Technology and is working towards an MBA at Hofstra University. His securities licenses include Series 7, 63, and 65.
Hoffman said, “I feel privileged to be continuing my career at Fross & Fross, a highly respected and nationally recognized wealth management firm, and to be working closely with Rob and Tom in order to further position the firm for growth and success. The firm’s steady growth serves as a clear testimony of its exceptional client relationships and investment approach. I am eager to be a part of the firm’s wealth management process.”
About Fross & Fross Wealth Management
Founded by Robert and Thomas Fross, Fross & Fross Wealth Management provides fee-only financial planning and independent wealth management services to clients locally as well as throughout the U.S. Comprehensive services and tools cover the spectrum of personal financial planning issues including retirement planning, estate and trust planning, insurance services, and tax solutions. The firm specializes in helping clients transition smoothly into retirement. For more information: http://www.frossandfross.com.
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HealthEquity, Inc. Extends Market Leadership with Appointment of New Chairman
Draper, Utah (Vocus) March 19, 2009
HealthEquity, Inc. announced today that Jon Kessler, founder and former CEO of WageWorks, is joining its management team and Board of Directors. Kessler will hold the title of Executive Chairman.
With Kessler’s added expertise, extending back to his role as a Senior Economist in the administrations of Bill Clinton and George H.W. Bush, HealthEquity strengthens its breadth of leadership within the individual healthcare economic services market. Additionally, HealthEquity and the executive management team led by CEO and founder, Steve Neeleman MD, further solidifies its leadership position among healthcare reimbursement account administrators.
“HealthEquity’s objectives are straightforward: assist employers, health plans and ultimately working families and people spend much less funds for high high quality healthcare and to maintain their healthcare dollars safe and accessible,” stated Dr. Neeleman. “Jon’s encounter in business and government provides everyone at HealthEquity further executive level support to attain our goals in healthcare savings for our clients and their members.”
“In today’s economy, turning back rising healthcare costs is about saving funds, jobs, perhaps even lives,” states Kessler. “I’ve concluded HealthEquity is the correct organization to deliver positive outcomes proper now. Its HSA and consumer well being data solutions, its culture of outstanding 24/7 consumer service, even its industry-leading fiduciary trust to preserve members’ healthcare dollars secure and accessible, all tell me HealthEquity is doing it, and doing it right. I am excited to be a portion of HealthEquity.”
About HealthEquity®, Inc.
HealthEquity helps hundreds of thousands, save hundreds of millions of healthcare dollars, all day, each day. HealthEquity is a individual healthcare financial services organization providing employers, health insurers, positive aspects administrators, and economic institutions with integrated healthcare account-based (HSA/HRA/FSA/VEBA) administration and a population-based wellness and wealth service platform. Every single HealthEquity member is supported by 24/7 access to a knowledgeable HealthEquity Specialist dedicated to helping shoppers much better realize and manage the monetary side of healthcare. To discover a lot more about HealthEquity, please visit http://www.healthequity.com.
MEDIA CONTACTS:
HealthEquity, Inc.
John J. Sweeney
HealthEquity, VP, Marketing and advertising
801-727-1019
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, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.
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