SAN RAFAEL, Calif.--(BUSINESS WIRE)--Private Ocean, a West Coast based wealth management firm, has been recognized as a 2018 Best Place to Work for Financial Advisers as announced by InvestmentNews this week. The firm was chosen as one of this year’s top-50 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
“It is an honor to receive national recognition for something we believe in so strongly,” said Susan Dickson, Private Ocean COO. “Private Ocean embodies a culture of collaboration and consideration for others. The way we care for our employees spills over into how they care for each other and our clients. For us, being seen as one of the ‘best places to work’ helps to validate we are on the right path.”
“InvestmentNews is pleased to introduce our readers to firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, VP/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the inaugural survey and recognition program. The list is a first of its kind for the financial advice industry.
“We believe what makes a firm a ‘best place to work’ is its people, and we are very fortunate to work among some of the most dedicated professionals in our industry,” added Greg Friedman, Private Ocean CEO and co-founder. “We always strive to evolve our culture while staying true to our guiding principles, and it all comes down to service – for our clients, our community, and our fellow team members. We are honored to be included among firms that recognize and value their people and that cultivate a culture of growth and empowerment.”
Private Ocean will be recognized on May 15th at the first annual Best Places to Work for Financial Advisers Awards Luncheon in Chicago at the University Club. To learn more about the InvestmentNews 2018 50 Best Places to Work for Financial Advisers, please go to investmentnews.com/BestPlacestoWork and follow Private Ocean on Twitter @_privateocean
About Private Ocean
Private Ocean is a wealth management firm deliberately structured to give clients the intimate experience of a small firm, while harnessing the power, depth and discipline of a much larger one. Formed in 2009, Private Ocean (www.privateocean.com) combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area – Salient Wealth Management and Friedman & Associates. Founded by Richard Stone and Greg Friedman, the firm has over $1.6 billion in assets under management. Private Ocean works with senior executives, business owners and other affluent individuals with a minimum of $2 million to invest.