Features Region: West

Whenever Rodrigo Garcia attends an event hosted by the Society of Hispanic Professional Engineers (SHPE), the organization he helped found nearly 50 years ago, he always finds himself fielding the same three-word question. Are you surprised? Between the throngs of young professionals packing the convention center halls and the well-known speakers and panelists, it’s abundantly […]

It’s an ambitious agenda she pursues at the age of 32. Reconnecting and reconditioning a humanity that Zeenat Ali perceives as prone to separate, with misuse of social media among the culprits. Not that Ali is anti-social media. Far from it. “Social media has a lot of positives,” she tells Vision during a spirited January […]

It started innocently enough as an opportunity for college student Lindsey Head to babysit in sunny Silicon Valley. The concept of hedge funds and high finance were as remote to her as molecules being harnessed for a pharmaceutical cure. But all of that was about to change. The mother of the little kids she was […]

After two years as an administrative assistant and another two years working in Intel’s public relations department, Dawn Jones had proven herself a valuable asset—diligent, dependable and always willing to go the extra mile. So when the single mother of two decided she wanted to finish her degree, she wasn’t quite sure how her boss […]

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. […]