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Updated June 28, 2012 BARRON’S TOP ADVISORY TEAMS AGENDA WEDNESDAY, AUGUST 1, [removed]:00 pm - 8:00 pm
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Document Date: 2012-06-28 20:55:16


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Company

Morgan Stanley Smith Barney / J.P. Morgan / Wells Fargo Advisors / AQR Capital Management / P. Morgan Asset Management David Kelly / Federated Investors / Essex Financial Services Inc. / Deutsche Bank / TBA Priscilla Hancock / Morgan Stanley / P. Morgan Asset Management Anne Lester / CFP CFP Client Service Discussion Groups Associates / Ameriprise Financial / Bradley S. Shear LLC / State Street / Merrill Lynch / First Eagle O Developing Strategic Partnerships / Financial Services Inc. / UBS Financial Services Inc. / Raymond James Financial Inc. / Dow Jones & Co. / Chornyak & Associates / ActiFi Inc. / INVESCO / P. Morgan Asset Management Tom Luddy / Robert W. Baird & Co. / /

Country

United States / /

Currency

CFP / /

Event

Reorganization / /

Organization

Law office of Bradley S. Shear / Former / Client Experience & Emotional Intelligence / U.S. & International Forces in Afghanistan / /

Person

Sean Slein / Cathy Hinson / Julian Koski / Drew Lang / W. Corby May / Ted Wozniak / Shear / Mary Deatherage / Van Eck / Joel Dickson / Chris Goolgasian / Ryan Unthank / John Ver Bockel / George Papadoyannis / Nancy Morse / Paul Blease / Michael Freiman / Todd Lang / Susan Inwood / Alina Seminaro / Barron / Christopher Merker / Paul Reilly / Jeff LeClair / Scott Schropp / Justin Ellison / Brian Singer / David Gluch / Rick Migliore / Ed Finn / Stanley McChrystal / Dana Locniskar / Judy Beatrice / Kathryn Paniagua / Andrew Schultz / Angeline Miruzzi-Cooney / Sterling Shea / Growth Ray Sclafani / /

Position

President / Editor & President / Advisors / Managing Director & Senior Client Relationship Manager / Co-Founder / Speaker / Chief Executive Officer / SVP & Chief Marketing Officer / General / Bestselling Author / pm KEYNOTE SPEAKER / Managing Partner / Executive Leadership Development Consultant / Capital Investment Advisors / CEO / Professor / Executive / Commander / Managing Director / Advisor Programs / Stress Relief Strategist & Coach / Global Advisors / Training Services Manager / Private / /

Product

Outlook / /

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