Features Region: West

After more than a couple of decades of high-profile in-house legal roles at The Coca-Cola Company and Sony Interactive Entertainment, Gonzalo Ruiz has been pondering what will happen in the second half of his professional life. The affable and well-spoken man recently moved to San Mateo, California, with his wife Claudia and their three children […]

It was a game-changer, for sure. Last May’s Murphy vs. NCAA case in which the Supreme Court by a 6-3 vote left it up to the states to decide whether they would join Nevada, Delaware, Oregon and Montana in legalizing sports betting and dealing with its ramifications. Could be a sizable pot of money with […]

If you’re a millennial looking to enjoy the same retirement as your grandparents, veteran advisors like Randall Long recommend having a plan in place before the age of 30. Then again, if you’re really ambitious, you can always do what Long did: invest in a mutual fund at 12 years old. “I saw how hard […]

The company was ahead of its time, Benjamin E. Allen remarks with a chuckle. Maybe so far ahead of its time—like 20 years—that prosperity came much later. For it seems that even in progressive San Francisco, the concept of socially responsible investing was a very acquired market trend when Parnassus Investments opened its doors in […]

Brodie Cobb opines that mergers are like marriages—not all are built to last. That said, all seems blissful with the 2016 coming together of Tiedemann Advisors and Presidio Capital Advisors, a subsidiary of The Presidio Group that Cobb founded in 1997. While remaining as chief executive officer of The Presidio Group, Cobb is a board […]

It’s undeniable: Selfishness is a common human trait. This is why Innovest Portfolio Solutions has such stringent standards for its employees—the Denver-based wealth management firm seeks out those its leaders identify as “stewards.” The exemplary team member is a “man or woman for others; they think of themselves last,” says CEO and co-founder Richard Todd. […]

Talking with Chad Sayers, the question inevitably arises: Is there anything he hasn’t done? A jack-of-many trades, Sayers is the architect behind the soon-to-be released—and long anticipated—V SQUARED, a self-described smartphone designed to top all smartphones from his Salt Lake City company, Saygus. But the road of life has taken him along many paths (and […]

You know the story. A team of tech-savvy disruptors risks all to bring their vision to the masses. They’re in it now and for the long haul, be the destination bankruptcy or billion-dollar IPO. Only, plans change. Products evolve. People grow. New opportunities arise, and these entrepreneurs may be keen to take advantage. Secondary liquidity […]

The rich get richer, it’s said. After all, it takes money to make money. While that’s no given, there’s still an element of truth to those statements, Greg Kushner would acknowledge. Only that’s no casus belli for class warfare. For while it’s Kushner’s business to further enrich the rich, the affable, well-spoken founder of a […]

A one-time shopping fixture in Mason City, Iowa, the Kmart on Fourth Street Southwest announced in January 2014, that its liquidation sale would be a couple of weeks later, with the doors closing by spring. The news set off the usual unpleasantries that accompany a major store’s demise, with local officials bemoaning the loss of […]