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Silicon Valley-Based Wealth Manager Adds To Team

Tom Burroughes

10 February 2014

Stanford Investment Group, a Mountain View, CA-based firm, has appointed Regina 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.