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Financial Adviser

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NEWS
February 18, 2016 | By Aubrey Whelan, Staff Writer
At age 84, Raymond Welsh still prided himself on getting to work early each morning. A partner at UBS Financial Services, Mr. Welsh had spent his entire career with the company. He waved off questions of retiring with a grin. Last year, the company threw him a 60th anniversary party. Friends knew he would work as long as he possibly could. "You could set a clock by him," said Ted Durkin, the branch manager and complex director at the company's Philadelphia office. Mr. Welsh, of Haverford, a respected financial adviser and major philanthropist in the Philadelphia area, died Sunday, Feb. 14, after contracting a bacterial infection.
NEWS
December 23, 2000 | By Herb Drill, INQUIRER SUBURBAN STAFF
Charles Lepone, 46, of Richboro, a financial adviser with a passion for basketball, died Wednesday of cancer at St. Mary Medical Center in Middletown Township. He had been employed for six years by Lincoln Financial Advisors of Allentown. Before that, he spent several years as a financial adviser for the Aid Association for Lutherans, which is based in Appleton, Wis. "His special interest was basketball, especially watching his sons play," said his wife of 24 years, Deborah M. Gill Lepone.
NEWS
January 16, 2013
Robert L. Weigner, 62, of Pocopson Township, an insurance agent and financial adviser, died Thursday, Jan. 10, of cancer at Paoli Hospital. For 33 years, he was an insurance and financial adviser with his family's agency, the Weigner Agency of Pottstown and Boyertown. His wife, the former Joan F. Chance, said that Mr. Weigner personalized the service he offered by working with clients over time. Born in Phoenixville, Mr. Weigner was a graduate of Spring-Ford High School and Elizabethtown College.
NEWS
October 4, 1996 | By Larry Lewis, INQUIRER STAFF WRITER
A once-high-living South Jersey financial adviser who has lost his home and has lived in the Gloucester County Jail since July pleaded guilty yesterday to bilking his clients for more than $2 million. A gaunt Michael Tropiano, 36, of Haddonfield, appeared in federal court in Camden to sign the required documents admitting his guilt so a sentencing date could be set. Tropiano told U.S. District Judge Joseph H. Rodriguez that he convinced more than 100 investors that he was making them money by shrewd dealings in commodities.
NEWS
June 22, 2009 | By Sally A. Downey INQUIRER STAFF WRITER
David Beaver, 92, formerly of Bala Cynwyd, a retired sales representative and financial adviser who won a Bronze Star and Purple Heart for his service in World War II, died June 11 of prostate cancer at Villa Valencia, a retirement community in Laguna Hills, Calif. Mr. Beaver grew up on a farm in Hightstown, N.J., and in New York City and earned a bachelor's degree from City College of New York. During World War II, he served in the Army Corps of Engineers in the South Pacific.
NEWS
March 25, 2010 | By Sally A. Downey INQUIRER STAFF WRITER
Helen Satinsky Splaver, a retired financial adviser, writer, and artist, died March 12 at the Watermark at Logan Square, three weeks before her 101st birthday. For more than a decade, until retiring in the mid-1970s, Mrs. Splaver was a top sales agent for Renyx Field & Co., a securities dealer specializing in mutual funds. She was dismayed when she found out that despite her success, men in the office were paid more, said a daughter, Meg Groff. Besides confronting sexism at work, Mrs. Splaver taught courses for the American Jewish Congress on how to respond to bigots, and cochaired a defense committee for a black union organizer jailed on false charges in Georgia.
BUSINESS
May 19, 1986 | By Arthur Howe, Inquirer Staff Writer
Few professions have grown as fast as financial planning. From several thousand practitioners nationwide in the late 1970s, the number of individuals calling themselves financial planners, or some derivative, has exploded to 200,000 to 300,000 today. They are everywhere: Insurance companies have sprouted financial-planning departments, stock-brokerage firms tout the virtues of their financial consultants. Most major banks have hired financial planners. And thousands of lawyers and accountants have added personal finance to their lists of skills.
NEWS
February 26, 2016 | By Dana DiFilippo, Staff Writer
A financial adviser has been charged in the death of a Philadelphia woman whose body was found dumped on a central Pennsylvania road on Valentine's Day, police said. Robert Moir, 59, allegedly told police that after spending several nights with Corrine Pena, 35, he awoke one night to find her dead in his bathroom from an apparent drug overdose. He then carted her corpse in his Mercedes-Benz to a snowy, secluded road in Centre County, where he dumped it and wrote authorities an anonymous letter to help them identify the body, according to an affidavit filed in the case.
NEWS
August 27, 2015 | By Walter F. Naedele, Inquirer Staff Writer
Robert M. Wall Jr., 69, of Mount Laurel, an English teacher at Haddonfield Memorial High School who became a financial adviser, died of brain cancer Friday, Aug. 21, at Virtua Memorial Hospital in Mount Holly. Born in Rahway, N.J., Mr. Wall earned a bachelor's degree in English at Villanova University in 1968 and a master's at what is now Rowan University in 1980. Mr. Wall taught at Haddonfield Memorial in the 1970s and 1980s, and in 1985 became a financial adviser at the Equitable Life Assurance Society of the United States.
NEWS
June 1, 2012 | By Harry Gross
Q. We have been discussing putting our investments in the hands of a highly recommended adviser. As part of our discussion, he said that he must have full control of our assets so that he can take advantage of opportunities that are available only for a few minutes. He wants not only control, but possession. I told him that you are opposed to giving any adviser both control and possession of the securities. He immediately pointed out that mutual funds do just that, and that you're out of date.
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ARTICLES BY DATE
BUSINESS
May 16, 2016 | By Erin Arvedlund, Staff Writer
Hugh Cunningham will tell you he doesn't know much about the new U.S. Department of Labor regulations, introduced in April, that govern retirement investments such as annuities, though he's an investor in annuities. This much he knows firsthand, though: He wasn't happy with some old sales tactics behind the complex products. A few years ago, when the Washington Township resident was on the cusp of retirement, he wanted to put a portion of his assets into something that would generate income after he stopped working.
NEWS
March 31, 2016 | By Jeremy Roebuck, Staff Writer
When times were good for onetime Villanova University basketball standout turned bank chairman and successful Main Line money manager Barry R. Bekkedam, his tastes tended toward Ferraris, Aston Martins, and travel by private jet. But that was before the 2008 financial collapse; before he lost millions in investor cash to a $1.2 billion Ponzi scheme; and before the financial institution he cofounded, Berwyn-based Nova Bank, collapsed into a hole,...
ENTERTAINMENT
March 15, 2016 | By Ellen Gray, TELEVISION CRITIC
TOUR GROUP 10 p.m. Tuesday, Bravo. Two episodes in, it seems safe to say Jared Levy is in the running for class flirt of Bravo's Tour Group . The 38-year-old Northeast Philly native, a financial adviser who graduated from George Washington High School ("I actually went to school with Kevin Hart"), has been particularly attentive to two of his fellow travelers, nonidentical twins named Misty and Jenna. But the fast-talking Levy, whose previous TV experiences involved talking about money, said he was interested in becoming a bit less guarded and careful when he agreed to be part of a group of 11 people chosen to see the world on Tour Group . Levy spoke recently about his experiences on the show, which airs at 10 p.m. Tuesdays: You introduced yourself on the show by saying, "If Steven Hawking had a baby with Snooki, I would probably be the product of that relationship.
NEWS
February 26, 2016 | By Dana DiFilippo, Staff Writer
A financial adviser has been charged in the death of a Philadelphia woman whose body was found dumped on a central Pennsylvania road on Valentine's Day, police said. Robert Moir, 59, allegedly told police that after spending several nights with Corrine Pena, 35, he awoke one night to find her dead in his bathroom from an apparent drug overdose. He then carted her corpse in his Mercedes-Benz to a snowy, secluded road in Centre County, where he dumped it and wrote authorities an anonymous letter to help them identify the body, according to an affidavit filed in the case.
NEWS
February 18, 2016 | By Aubrey Whelan, Staff Writer
At age 84, Raymond Welsh still prided himself on getting to work early each morning. A partner at UBS Financial Services, Mr. Welsh had spent his entire career with the company. He waved off questions of retiring with a grin. Last year, the company threw him a 60th anniversary party. Friends knew he would work as long as he possibly could. "You could set a clock by him," said Ted Durkin, the branch manager and complex director at the company's Philadelphia office. Mr. Welsh, of Haverford, a respected financial adviser and major philanthropist in the Philadelphia area, died Sunday, Feb. 14, after contracting a bacterial infection.
BUSINESS
October 23, 2015 | By Erin Arvedlund, Inquirer Staff Writer
Citigroup and the Wharton School are launching a joint three-year executive education program called Citi Wharton Global Wealth Institute, scheduled to open in December on the main University City campus and on Wharton's campus in Beijing. The program could enroll as many as 1,000 of Citi's 4,000 or so retail financial advisers around the world over three years, said Rodolfo Castilla, head of Citi's Global Wealth Management Products and Platforms. Why did the world's largest bank choose Wharton?
NEWS
September 12, 2015 | By Walter F. Naedele, Inquirer Staff Writer
As a second baseman, Thomas C. Goldschmidt Jr. touched all the bases, from Little League through Camden Catholic High School and into the adult teams in the U.S. Amateur Baseball League. "From what I heard," his wife, Vinese, said, "he always loved baseball. " She recalled the family story that, because Mr. Goldschmidt seemed ever on the move, "his father, when he was 2 or 3, used to call him Scooter Boots. " On Sunday, Sept. 6, Mr. Goldschmidt, 50, known as Tim, died of a heart attack at Kennedy University Hospital in Washington Township, where he resided.
NEWS
August 27, 2015 | By Walter F. Naedele, Inquirer Staff Writer
Robert M. Wall Jr., 69, of Mount Laurel, an English teacher at Haddonfield Memorial High School who became a financial adviser, died of brain cancer Friday, Aug. 21, at Virtua Memorial Hospital in Mount Holly. Born in Rahway, N.J., Mr. Wall earned a bachelor's degree in English at Villanova University in 1968 and a master's at what is now Rowan University in 1980. Mr. Wall taught at Haddonfield Memorial in the 1970s and 1980s, and in 1985 became a financial adviser at the Equitable Life Assurance Society of the United States.
NEWS
July 24, 2015 | By Jan Hefler, Inquirer Staff Writer
When ex-Eagle Irving Fryar needed money in 2008 and 2009, a financial adviser now serving time in federal prison told him about a scheme they could use to defraud banks, New Jersey Deputy Attorney General John Nicodemo said in opening arguments at Fryar's trial in Mount Holly on Wednesday. By applying for multiple mortgage loans in quick succession, and using one property as collateral, the two men could obtain money that banks normally would not approve, Nicodemo told the jurors.
NEWS
June 29, 2015 | By Molly Eichel, Inquirer Staff Writer
Dwayne "the Rock" Johnson is one of the greatest performers of 2015. Seriously. Few actors can claim to have fought as many diverse foes, or done it with as much credibility and charisma, as Johnson has so far this year. And he's still got six months to go. In the mega-blockbuster Furious 7 , released in April, Johnson took on the man-versus-man thing, utilizing not only his hand-to-hand combat skills against Jason Statham's diminutive-yet-bomb-happy villain but also a flamethrower against, well, anyone else.
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