Alpha Cubed Investments Announces Barbara Dugan has joined Alpha Cubed Investments as a Vice President

IRVINE, Calif., Aug. 21, 2017 /PRNewswire-iReach/ -- Alpha Cubed Investments, a Registered Investment Advisory firm headquartered in California specializing in managing investment portfolios for high net worth individuals is pleased to announce that Barbara Dugan has joined Alpha Cubed Investments as a Vice President. Barbara is responsible for developing and managing high net worth clients and will focus on cultivating relationships in Northern and Southern California. 

Barbara has over 10 years of experience in the Financial Services Industry. She joins ACI from J.P. Morgan & Co. where she was a Vice President of Investments and Private Client Advisor in Brentwood, California. During her time there, she worked with high net worth families to prepare and plan for all investment related objectives. Prior to her tenure with J.P. Morgan, Barbara worked as a Financial Advisor at Merrill Lynch and AXA Advisors.

"Bringing an experienced advisor like Barbara to further build our team is exciting for Alpha Cubed Investments. California is an important region for our firm and our clients need someone with Barbara's experience to help them face to face.  Relationship is important to us and Barbara has a long and successful history in the investment management industry.  Her experience will help us deliver great planning and investment management service to our clients in the region. Barbara will help us provide our clients with dynamic investment solutions, solid portfolio construction along with a focus on planning for a sound long term financial future." Todd Walsh CEO, Portfolio Manager of Alpha Cubed Investments

In her spare time, Barbara enjoys hiking and being outdoors, yoga, design, art and cooking for friends and family. Spending time with her 13-year-old son Oliver is her greatest joy.

About Alpha Cubed Investments: Alpha Cubed Investments is a Registered Investment Adviser formed through the acquisition and consolidation of firms established back to 1979. We manage assets for high net worth individuals and institutions. Our objective at Alpha Cubed Investments is to protect investor capital through proprietary risk management and generate long-term, outsized investment returns. We offer personalized services to meet each client's financial goals. Alpha Cubed Investments manages a variety of different programs across the risk and return spectrum, including both tactical and more static, "buy and hold" programs. For more information, please visit www.alphacubedinvestments.com.

Services offered through Alpha Cubed Investments, LLC, a Registered Investment Adviser. This brochure is solely for informational purposes. Advisory services are only offered to clients or prospective clients where ACI and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ACI unless a client service agreement is in place.

Media Contact: Christina Walsh, Alpha Cubed Investments, 800-701-2457, CWalsh@AlphaCubedInvestments.com

News distributed by PR Newswire iReach: https://ireach.prnewswire.com

SOURCE Alpha Cubed Investments



2018

Categories

Money


Tags

Banking & Financial Services



Need Help