NEW YORK, NY / ACCESSWIRE / January 3, 2023 / Aegis Funds Corp., (www.aegiscapcorp.com) a total-service prosperity administration, money services and expense banking firm is happy to announce the addition of the Blue Anchor Prosperity Management team located in Rolling Hills Estate, California. The group is led by Mark Panfil, Controlling Director.
Mark Panfil has more than 35 many years of knowledge, specializing in wealth management products and services and presently manages in excess of $150 million in shopper assets. Mark is the founder of Blue Anchor Prosperity Management1 and has joined Aegis as a Controlling Director of the Sports and Leisure Division / Senior Portfolio Director of Investments. Prior to becoming a member of Aegis Mark started his occupation in the fiscal marketplace with Smith Barney then went on to acquire knowledge performing at brokerage firms such as Wachovia Securities, RBC Cash Marketplaces and Morgan Stanley just before developing his possess wealth advisory practice in partnership with Aegis Cash Company. Mark is an NFLPA Registered Player Economical Advisor.
Serving large-profile clients as nicely as corporations and families, Mark specializes in developing and implementing cautiously designed tactics to help shoppers align their resources with their objectives. Mark’s concentration is customizing portfolios designed to help expand and preserve prosperity by offering an outstanding amount of customized boutique provider and encounter, whilst nevertheless offering a entire suite of products and solutions and companies.
Robert Eide Aegis’ CEO commented: “It is my enjoyment to welcome Mark and his team to Aegis. Mark joins Aegis with far more than 3 many years of marketplace working experience and has devoted his job to supplying his shoppers with the greatest top quality advice and services. We are thrilled that he has decided on Aegis’ wealth administration system to company his clients’ wants and search ahead to providing him the vital support to continue on offering outstanding assistance.”
Michael Pata Aegis’ Head of Business Advancement commented: “Aegis continues to grow our achieve and with the opening of the Rolling Hills Estate, California workplace we are fully commited to the growth of the business on the West Coastline. Mark is a worthwhile addition to our crew as we continue to expand and enhance Aegis’ existence in the region. Aegis is devoted to including high-quality advisors to our firm and growing our prosperity administration system.”
About Aegis Cash Company
Aegis Cash Company “Aegis” has been in small business for roughly 40 several years catering to the desires of private purchasers, institutions and companies. Aegis was started in 1984 and features its financial investment representatives a conflict no cost support system and is equipped to give a total range of solutions and products and services such as investment banking, wealth management, insurance policies, retirement setting up, structured merchandise, personal equity, choices, equity investigation, preset revenue and unique purpose cars. Aegis is in a position to supply good quality services by its main clearing relationship with RBC Clearing & Custody whose guardian organization, Royal Bank of Canada (NYSE:RY), is a person of the world’s major diversified financial solutions companies. Member: FINRA / SIPC.
1Blue Anchor Prosperity Administration – Brokerage and expenditure advisory providers are offered as a result of Aegis Capital Corporation, a Member: FINRA/SIPC
Any concerns speak to:
Source: Aegis Capital Corp.
Watch source edition on accesswire.com: