Reegan Rae has been named co-CEO at Arnerich Massena, a registered investment advisory firm managing $7.74 billion in Portland, Oregon.
Rae, who had been a managing director and senior investment adviser, joins Bryan Shipley, who has served as co-CEO for over a year.
Firm founder Tony Arnerich, who had been co-CEO, will now focus on his family and his venture capital firm, 3x5 Partners.
Shipley also is assuming the role of sole chief investment officer, after serving as co-CIO with Arnerich for four years.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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