Danielle Hart January 26, 2025 West Bearing Investments, Wealth Management Charissa Anderson, CFP®, CDFA® Danielle Hart January 26, 2025 West Bearing Investments, Wealth Management Charissa Anderson, CFP®Executive Vice PresidentPortfolio and Wealth ManagementWest Bearing Investments
Leah Olson January 24, 2025 Investment Team Ralph Cole, CFA Leah Olson January 24, 2025 Investment Team Ralph Cole, CFADirectorEquity Strategy and Portfolio Management
Emilie Ma January 23, 2025 Investment Team Dean Dordevic Emilie Ma January 23, 2025 Investment Team Dean DordevicPrincipalPortfolio Management
Heidi Stanley January 21, 2025 West Bearing Investments, Wealth Management Josh Frankel, CFP® Heidi Stanley January 21, 2025 West Bearing Investments, Wealth Management Josh Frankel, CFP®DirectorPortfolio and Wealth ManagementWest Bearing Investments
