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Articles tagged "Jonathan Kempner"


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Julie Garella: Once you sell your business, that's great, but "you have a whole new set of problems."

An advisor gets a gig leading the burgeoning San Francisco TIGER 21 chapter

The peer group for the ultra-affluent hired Julie Garella, investment banker consultant, to chair (and grow) membership in the sudden-wealth zone of America

August 14, 2012 at 3:43 AM

Jonathan Kempner: The mantra is: Know what you have.

Tiger 21 members have shifted priorities in choosing who manages their investments

Tiger, a forum for the ultra-affluent, has members who see the beauty of working with squeaky-clean advisors

April 30, 2010 at 4:27 AM

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