Grant & Co.

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  10 Top Portfolio Products: New Offerings From T. Rowe, Matthews, Cadaret Grant

  By Marlene Y. Satter, AdvisorOne  |  June 6, 2011

  Among the week's new investment products: a Global X ag fund; Putnam subadvises bond funds; Matthews China fund.

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  New Marketing Director Named at Cadaret, Grant

  By Marlene Y. Satter, AdvisorOne  |  February 28, 2011

  Michelle Werth, formerly marketing manager at Cadaret, Grant & Co., has been named as the successor to Norlyn Poto, who announced that she would be retiring.

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  Cadaret, Grant’s Norlyn Poto Offers Parting Advice to Advisors: The Weekend Interview

  By Marlene Y. Satter, AdvisorOne  |  February 4, 2011

  Norlyn Poto, SVP and marketing director at Cadaret, Grant & Co., who will be retiring in mid-March reflected on her years in the business and what she’d like to change.

• Norlyn Poto of Cadaret, Grant to Retire

  By Marlene Y. Satter, AdvisorOne  |  January 21, 2011

  Cadaret, Grant & Co. announced Wednesday that Norlyn Poto, senior vice president, will be retiring in mid-March.

• The Personal Touch

  By Marlene Y. Satter, AdvisorOne  |  January 1, 2001

  The human element is still vital to the business,