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Private Ocean CEO Richard Stone receives prestigious Schwab IMPACT award
November 4, 2011
Private Ocean co-founder and CEO Richard Stone, CLU, CFP®, was awarded the prestigious Schwab IMPACT Leadership Award during a ceremony held yesterday at the 2011 Schwab IMPACT conference. The Leadership Award, one of three IMPACT Awards, recognizes Stone for his broad contributions to the industry over the course of his career. [more]
Private Ocean president Greg Friedman honored as Industry Influencer
October 1, 2011
This week, Financial Planning Magazine awarded one of six 2011 Industry Influencer awards to Private Ocean president Greg Friedman. The awards recognize advisors whose “innovative ideas and wide-reaching work are forging new paths for the financial planning industry.” Greg received the award for Technology Innovator. [more]
Private Ocean is a great place to work
September 26, 2011
That’s the verdict of the North Bay Business Journal, who included Private Ocean in its listing of the Best Places to Work. The Journal chose firms who are "inspirational and instructional,” and who score high in the areas of diversity, benefits and community involvement. [more]
Private Ocean COO Susan Dickson named 2011 Women in Business winner
May 13, 2011
Susan Dickson has been selected by The North Bay Business Journal as one of 11 winners of its annual Women in Business awards. The award honors "leaders, innovators and visionaries in organizations across the North Bay". [more]
