Lee Baker

  • Wanted: Minority Advisors

    By Savita Iyer-Ahrestani, AdvisorOne  |  October 5, 2010

    The FPA has set up a Diversity Task Force to encourage people from different ethnic minorities in the financial advisory business through a series of programs and incentives.

  • Cherchez les Femmes

    By Nancy R. Mandell  |  April 1, 2008

    About 150 investment advisors from the greater metropolitan area were gathered for a presentation and cocktails in midtown Manhattan at the invitation of Charles Schwab...