Employees signed a public letter opposing the leadership's stance on California's billionaire tax measure.
Live Poll
Should organizations like Planned Parenthood take public stances on state tax initiatives?
The veteran advisory team, previously with Merrill Lynch, oversees over $575 million in client assets.
Live Poll
Do you trust that insurance companies fulfill their promises to customers after major wildfire disasters?
The initiative seeks to document insurer conduct for California residents affected by recent wildfires.
Live Poll
Should tax authorities offer leniency for unreported foreign assets hidden due to personal marital disputes?
A federal judge ruled that an individual must pay over $1 million for failing to disclose foreign bank accounts.
Live Poll
Should homeowners be mandated to pay higher fees to ensure long-term building maintenance?
Governor Newsom must act on Assembly Bill 2050, which mandates new reserve fund requirements for state homeowners associations.
