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Lindsey Thomson
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Three Considerations for an Investment Adviser’s Use of a Promoter Under the SEC’s New Marketing Rule
PostThis month’s Risk Management Tip will further explore the new requirements for promoters who solicit on behalf of investment advisory firms.… Read More
Michelle Jacko Selected by SDBJ for CEO of the Year Awards 2022
PostWe are proud and honored to announce that CEO Michelle L. Jacko has been included as a finalist for the 2022 CEO of the Year Awards by the San Diego Business Journal. According to SDBJ, “Now in its 17th year, the CEO of … Read More
SDBJ Recognizes Michelle Jacko – Women of Influence in Law 2022
PostWe are excited to announce that the San Diego Business Journal has recognized Managing Partner Michelle Jacko as a Women of Influence in Law for 2022! Congratulations Michelle! Click here to learn more and see the full list of honorees.