Leadership

BGL proudly ushers in a new era of leadership as Managing Partner Sharon Krevor-Weisbaum retires and Partner Jessie Weber is appointed as firm’s next managing partner. – Go Health Pro

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BGL proudly ushers in a new era of leadership as Managing Partner Sharon Krevor-Weisbaum retires and Partner Jessie Weber is appointed as firm’s next managing partner. – Go Health Pro

Brown, Goldstein & Levy has announced that Managing Partner Sharon Krevor-Weisbaum will retire at the end of 2024 and BGL Partner Jessie Weber will become the firm’s next managing partner. “I love what I do and what my colleagues and I have accomplished on behalf of our clients,” Sharon said. “I am very proud of … Read more

#FASuccess Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors, With Michael Kramer – Go Health Pro

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#FASuccess Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors, With Michael Kramer – Go Health Pro

Welcome everyone! Welcome to the 406th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Michael Kramer. Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9 billion in assets under management for 1,300 client households. What’s unique about … Read more

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