Michael Schwartz Named Best-in-State Wealth Advisor
Michael Schwartz of Magnus Financial Groups was named to the Forbes Best-In-State Wealth Advisors list, which honors top-performing wealth advisors in each state. In addition, Magnus has hired Paul Hoerrner, Jr. as a managing director.
Grace Reyes on Growth From Failure Podcast
Grace Reyes was featured on the Growth from Failure podcast, where she spoke about her journey as an immigrant from the Philippines, growing up in California’s Central Valley. Hear about her journey from her youth to attending UCLA to her current role as President of AAAIM.
Opportunity Fund Partners With LendingClub to Deploy $1.2 Billion
Luz Urrutia’s company, Opportunity Fund, announced plans to deploy $1.2 billion in responsible, affordable capital by 2023, representing 4X growth for the organization. The funds will go to nearly 30,000 women, people of color, immigrants, and other underserved entrepreneurs. A new partnership with LendingClub will help make this possible.
These are just a few of Forbes Councils members’ recent exciting achievements. Read about what other members are working on here. Have news of your own to share with the community? Submit your accomplishments to our team here.