Top Tweets for #Verdence
We are excited to announce the promotion of Brad Coppel, CPA to Director of Finance! 🎉
Brad has continued to bring dedication, accuracy, and discipline to Verdence.
https://t.co/sYHVd4aIM7
#Leadership #TeamWork #Verdence
We're thrilled to share that Meg Sheil-Puopolo has been promoted to Partner at Verdence Capital Advisors! Please join us in congratulating Meg on this well-deserved achievement! 🌟 #FinancialAdvisors #NamedPartner #WealthManagement #Verdence
We recently added two Private Wealth Associates to the #Verdence Family. Please join us in welcoming Emily Hogan and Michele Beernink, who will help further bolster our dedicated support and service for our clients.
#verdencefamily #clientservices #platinumrule #newhire #welcome
#Verdence Portfolio Strategist Megan Horneman in Bloomberg piece: "A $10 Trillion Rally Hinges on Earnings Nobody Has a Clue About"
#earnings #clarity #bloombergintelligence #growth https://t.co/64ssCcMVFd
#Verdence Portfolio Strategist, Megan Horneman, joined @YahooFinance this morning to discuss overall markets and what investors should be watching. Thank you @AlexisTVNews and @BrianSozzi! Watch here: https://t.co/hOUiXTuA0G
#finance #markets #economy #marketmeltup #bigcap
#Verdence CEO Leo Kelly joined Mornings with Maria today to discuss market swings and outlook. Although market is high, there is still value to be found.
https://t.co/bveItelBY7
https://t.co/YBoPkl5KpH
#PostCOVID is changing investing. Are you ready?
Join us Tues, May 19, 11am-noon EST. Panelists Mike Gill of Evergreen Advisors; Leo Kelly, CEO and Mike Hoffman, Dir. of Financial Planning at #Verdence discuss risks and opportunities as the economy reopens
Do Safe Haven Investments Really Exist? #Verdence CEO Leo Kelly discusses private equity, short- and long-term perspectives with Jeff Schlegel Financial Advisor.
#smartinvesting #longterm #privateequity #duediligence
https://t.co/3uNFiHkzGG
#Verdence CEO, Leo Kelly, on Fox Business with Maria Bartiromo and Dagen McDowell discussing capital allocations as the country opens little by little. It's important to remember human ingenuity and our persistence handling shock events. https://t.co/SmZWz6pCra
The response to our #positivevideo has been remarkable. Thank you. ICYMI : We Believe in the #AmericanSpirit. We hope it brightens your day.
#history #uplifting #america #covid-19 #americanresilience #verdence #verdencepro #family #emergestronger #smallbusiness
#Verdence researches balanced information from a variety of sources to make the best decisions for our clients. In that spirit, we are sharing this article, by a Stanford epidemiologist, which offers a data-driven view of COVID-19 with mitigated impacts. https://t.co/qycOWl6H3v
Leo Kelly, CEO of #Verdence Capital Advisors, expects a TD Ameritrade deal, as well as compressed revenue from dropping commissions, to boost the value proposition of the #custodians for #advisors. https://t.co/eFiBkflEJz
#racetozero #acquisition #fidelity #custodian
Charles Schwab just paid $26 Billion for TD Ameritrade. There is clearly more to the “Race to Zero” than just commission costs. Enjoyed our discussion with Financial Advisor IQ. #racetozero #financialadvisoriq #verdence
#verdence CEO Leo Kelly unpacks the “Race to Zero” and commission-based products vs advice-based problem solving. #financialadvisoriq https://t.co/Asu7jZxEWp
The NCAA has agreed to let student-athletes receive money for endorsements, but, without a playbook, this could turn out to be a major league problem. #Verdence #thoughtleadership #collegeathletes #ncaa #fairpaytoplay #advisorresponsibilities https://t.co/rv5ACBdIox
Our #Verdence family is growing! We're proud to welcome Kevin Landolphi, Financial Analyst to our team. Cheers! #team #culture #financialanalyst #family
https://t.co/vlZQiG8N8d
Where do shaky spots and values exist in today's market? @FoxBusiness host @LizClaman and #Verdence CEO @LeoJKellyIII1 talk about it! Watch the interview here: https://t.co/CmBSRAwPQg
#market #largecap #smallcap #finance #economy #wealthadvisory
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