People Moves
US West Coast Wealth Manager Recruits Advisor
Vista, a US wealth management firm based in the West Coast, has
hired Joe Delaney, principal of Equius Partners, a registered
investment advisory firm in
Novato,
California.
Vista chief executive Michael Spector said: “Joe brings over 25 years of experience to the table. I have no doubt that he will be a great asset.”
Founded in 1999, Vista Wealth Management provides services to
clients throughout the greater Bay Area with offices in
Palo Alto,
San Francisco,
Walnut Creek and
Novato.
