Fidest – Agenzia giornalistica/press agency

Quotidiano di informazione – Anno 33 n° 335

Private Ocean CEO Greg Friedman Named to InvestmentNews 2017 Icons and Innovators List

Posted by fidest press agency su giovedì, 11 gennaio 2018

Greg-FriedmanPrivate Ocean, a Marin County wealth management firm, congratulates CEO and Co-Founder Greg Friedman on his recent recognition by InvestmentNews to its annual Icons and Innovators list. Honorees were chosen from more than several hundred nominations and went through a rigorous selection process designed to identify individuals who contributed profoundly and consistently to the advancement of the financial advice profession and for conceiving new ideas and tools that have propelled the industry forward.“The individuals recognized in this year’s report have carried the financial advice profession forward and they’ve done it on the backs of their great ideas,” said Frederick P. Gabriel Jr., editor of InvestmentNews. “Our hope is that their stories will inspire others to bring forward the next big idea that powers the financial advice industry into a new era.”
Friedman, whose CRM firm, Junxure, was recently acquired by AdvisorEngine, a fintech company, has long been an advocate for innovating advisor technology to enhance the client experience and help advisors differentiate themselves in an evolving market.“I started with a simple goal of wanting to make a positive impact on the world,” Friedman said. “Over the years I have surrounded myself with amazing people with incredible ideas, and this recognition is a reflection of all of their hard work and shared dedication to our clients. This is truly an honor and I am humbled by the extraordinary company of my fellow honorees.” The awards will officially be distributed at the InvestmentNews Icons and Innovators Luncheon on April 18th at the University Club in New York City. (photo: Greg Friedman)


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