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Greg Friedman makes "25 most influential" list
April 29, 2013
Private Ocean's president was again named to the IA 25, Investment Advisor's list of the most influential people in and around the industry. He's in good company alongside Mary Jo White, the new chair of the SEC, and Nouriel Roubini, the noted economist. [more]
Richard Stone interviewed in The Suit
March 13, 2013
The Suit, an online journal for business owners and executives, seeks our CEO's guidance on weathering financial storms. [more]
Private Ocean expands to serve the growing needs of business owners
February 25, 2013
The North Bay Business Journal chronicles our response to rising demand from Bay Area business owners looking for an end-of-career asset strategy. [more]
Private Ocean again named one of "Best Places to Work"
September 24, 2012
The North Bay Business Journal has included Private Ocean in its annual listing of the Best Places to Work for the second year running. The Journal chose firms who are "inspirational” and "have shown exceptional character over a long and challenging period for business". [more]
Private Ocean sponsors Dominican University Fall Lecture Series
August 25, 2012
As part of our ongoing effort to contribute to the vitality of our community, we are sponsoring the Fall 2012 Domincan University Leadership Lecture Series. Speakers include Dr. Fred Spier, Salman Rushdie, Ina Garten and Joe Meachem. [more]
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 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]
