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HCR Wealth Advisors executives named finalists in Los Angeles Business Journal Women’s Leadership Symposium & Awards 2022
Two senior executives – Alyssa Phillips, Chief Operating Officer, and Michelle Katzen, Managing Director – were named as finalists in the Women’s Leadership Symposium & Awards 2022 sponsored by the Los Angeles Business Journal.
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Alyssa Phillips provides insights on how RIAs can establish their value to gain competitive advantage during this Financial Planning webinar panel
Chief Operating Officer Alyssa Phillips discusses how RIAs can develop a strong value proposition and avoid being another firm in the crowd in this webinar panel hosted by Financial Planning.
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HCR Wealth Advisors’ Michelle Katzen and Alyssa Phillips Named Finalists in 2022 Wealth Management Industry Awards
Two senior executives from HCR Wealth have been named finalists in the 2022 Wealth Management Industry Awards. The two firm leaders were also nominated for the Los Angeles Business Journal’s 2022 Women’s Leadership Awards and will be attending an awards luncheon to honor all the finalists and winners..
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Alyssa Phillips shares her wild pandemic ride in Bizwomen by The Business Journals
In this bylined article in Bizwomen by The Business Journals, Chief Operating Officer Alyssa Phillips shares her wild journey throughout the pandemic, including difficulties encountered both personally and professionally, as well as how she overcame them.
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Greg Heller profiled in ValiantCEO on “Establishing Lifelong Relationships With Clients”
CEO Greg Heller was profiled in ValiantCEO, discussing how HCR establishes lifelong relationships with clients through education, trust, and communication, as well as how HCR has adapted throughout the pandemic, his outlook for 2022 and beyond.
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HCR Wealth Advisors Wins Multiple Awards in The Los Angeles Business Journal and Los Angeles Times
Three of HCR’s senior executives recently won multiple awards in the Los Angeles Business Journal and Los Angeles Times. Congratulations go to Greg Heller, CFP®, Founder and CEO; Steve Weinberger, Senior Managing Director; and Michelle Katzen, CFP®, CDFA®, Managing Director.
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Alyssa Phillips discusses automated portfolio management tools in article on WealthManagement.com
Chief Operating Officer Alyssa Phillips was quoted in WealthManagement Magazine, discussing the benefits of using automated portfolio management tools like Advyzon Quantum.
Read moreHCR Wealth Advisors Honored as “Leaders of Influence: Wealth Managers” in Los Angeles Business Journal
Three senior executives – Greg Heller, Steve Weinberger, and Michelle Katzen – were included in the Los Angeles Business Journal’s 2022 “Leaders of Influence” list in Los Angeles.
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HCR Wealth Advisors Named “Finance Visionaries” in Los Angeles Times’ Banking & Finance Magazine
Three senior executives – Greg Heller, Steve Weinberger, and Michelle Katzen – were included in the Los Angeles Times’ Banking & Finance Magazine list of “Visionaries” in finance in Los Angeles.
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Jordan Kahn interviewed on forecasting headwinds for the market in 2022 on TD Ameritrade Network
Chief Investment Officer Jordan Kahn was interviewed on the TD Ameritrade Network, where he forecasts headwinds for the market in 2022, examines current consumer sentiment levels, and discusses positioning strategies to consider in a choppy market.
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Jordan Hanson discusses the benefits of ETFs in article in NextAdvisor by TIME
Financial Advisor Jordan Hanson was quoted in NextAdvisor by TIME, discussing how ETFs can pay out dividends while also protecting your money with diversification.
Read moreMichelle Katzen Honored in Los Angeles Business Journal’s List of “Women Of Influence: Finance”
Managing Director Michelle Katzen was included in the Los Angeles Business Journal’s 2022 Women of Influence in Finance list in Los Angeles.
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