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December 11, 2009 -
Coastwise CIO featured on SDNN.com
Coastwise CIO, Scott Kyle, recently wrote an investment article titled "Should I Stay or Should I Go" for SDNN.com. Click Here to view the article.
December 04, 2009 -
Coastwise Announces New Hire/Promotion - Press Release
Coastwise Announces New Hire/Promotion
LA JOLLA, CA (December 4, 2009) Coastwise Capital Group, an independent investment advisor specializing in sophisticated money management techniques, announced today that it has expanded its team with the appointment of Stephanie Manley as Financial Analyst/Trader. Manley, who recently passed her Series 65 Uniform Investment Advisor Law exam, is now an investment advisor representative certified to give investment advice to Coastwise clients. "We are pleased that Stephanie has received this distinction," says Scott Kyle, CEO/Chief Investment Officer of Coastwise. "Her further understanding of the rules and regulations around investments is an added benefit to the portfolio work she does and the clients she interacts with."
Immediately following Manley's promotion, Lauren Doffing assumed the Executive Assistant role to assist in the growing client management and operations the firm commands. "We are thrilled to welcome Lauren to the Coastwise team," says Scott Kyle. "She brings years of experience in support and operations and will invariably enhance the long-term progression of Coastwise." The newly created position and addition to the Coastwise staff of professionals reflects the firm's commitment to enhancing its stellar organization and the rapid growth of its platform.
Media and Press please
contact media@coastwisegroup.com
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