People Moves
Silicon Valley-Based Wealth Manager Adds To Team
Stanford Investment Group, a Mountain View, CA-based firm, has appointed Regina (Gina) Wohl as a portfolio manager.
Stanford Investment Group, a Mountain View, CA-based firm, has appointed Regina (Gina) Wohl as a portfolio manager.
She will work with SIG’s Wealth Advisors to manage client portfolios and conduct investment research and serve on the firm’s investment committee.
Prior to joining SIG, Wohl served as senior portfolio manager
with Key Private Bank in Cleveland, Ohio. Previously she worked
for Victory Capital Management as a portfolio manager and as
compliance specialist and audit manager for KeyCorp.
She is a Chartered Financial Analyst and a member of the CFA
Institute.
(Stanford Investment Group is not affiliated with Stanford University.)