Steve Sherman - Senior Vice President - Investments, …

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Jan 25, 2025 · In addition, he was Vice President for AXA Advisors and a Top Partner at New York Life (2017). William led the start and growth to $1 Billion as an SVP of an Ameriprise …

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FAQs about Steve Sherman - Senior Vice President - Investments, … Coupon?

Who owns advisors Capital Management?

The merged firm became Advisors Capital Management, and it remains majority-owned by Lieberman. The firm’s senior economic advisor is Dr. Alan Greenspan, who served as the chairman of the U.S. Federal Reserve from 1987 to 2006. Advisors Capital Management provides most of the services that typical financial advisor firms do. ...

Who is Valley wealth managers?

Valley Wealth Managers was founded in 1986 and is a wholly-owned subsidiary of Valley National Bank. The latter is publicly traded on the Nasdaq Global Select Market. Joseph Colleran serves as the President of the firm. Today, the firm manages more than $2.2 billion in assets under management across 48 advisors. ...

Is advisors Capital Management a conflict of interest firm?

The team at Advisors Capital Management includes chartered financial analysts (CFAs) and one MBA. Certain advisors at the firm also sell insurance and earn commissions from sales, which is a potential conflict of interest. That said, the firm is legally bound by its fiduciary duty to act in clients' best interests at all times. ...

Who does advisors Capital Management work with?

Advisors Capital Management, LLC works with more non-high-net-worth individuals than high-net-worth individuals. Additionally, Advisors Capital Management works with pension and profit-sharing plans, businesses and charitable organizations. The account minimum at this Ridgewood-based firm varies depending on the type of account. ...

Who is Modera wealth management?

Modera Wealth Management’s roots can be traced back to 1983. It formed a two-office regional firm in 2011 through a merger between Back Bay Financial Group, Inc. and Modera Capital, Inc. The latter, Modera Capital, Inc. is now a financial holding company and owns the firm. ...

What makes a firm a good financial advisor?

Firms who serve more individual clients (as opposed to institutional clients) are ranked higher. Firms with a lower ratio of clients per financial advisor are ranked higher. Firms that have been in business longer are ranked higher. Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher. ...