Donna Mitchell

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Recent Stories From This Author

People on the Move: Spotlight on Eric Cinnamond
September 9, 2010 River Road has attracted an acclaimed portfolio manager, changes at Citigroup, plus more executives on the move for the week...

Despite Profit Plunge, Asset Management Industry Remains Resilient
September 8, 2010 The asset management industry felt the ground shift during the recent financial crisis, but there are still plenty of signs of...

People on the Move: Spotlight on Larry Gore
September 2, 2010 Wilmington Trust's new executive talks about his strategy for growth in the New York market.

Silver Bridge Snags Bostonian’s Mathers
September 1, 2010 The independent wealth manager’s move marks another step in its aggressive growth strategy.

Wealthy Investors Stick to Their Knitting
September 1, 2010 Volatile equity markets are giving many investors reasons to sit on the sidelines. But members of Tiger 21, a peer-to-peer...

Social Value
September 1, 2010

Mass Market
September 1, 2010 Sheryl Garrett has brought financial planning to the largely underserved middle class.

Wealth Management Psych Out
September 1, 2010 Behavioral finance has moved from theory to practice, informing tools and techniques for connecting with wealthy clients.

Northwestern Launches Disability Insurance for Doctors and Dentists
August 23, 2010 Doctors who are already running private practices can use a diagnostic tool that asks users to enter information that...

Raymond James Puts Killgoar in Charge of "Client Experience"
August 19, 2010 After a two-year stint learning about client service as protégé to Tom James, Tim Killgoar will now direct customer...