San Diego, CA, January 25, 2017 --(PR.com
)-- Christopher Weil & Company, Inc. (CWC) announced today that Jonathan Strauss and Michael Hubbert have joined their firm.
Jon is a graduate of Point Loma Nazarene University and brings a depth of skills in business-to-business consultative selling and client management. Jon joins CWC's team of relationship managers responsible for providing advisory and management services for existing clients and originating relationships with prospects. Additionally Jon is now part of CWC's 401(k) team responsible for new 401(k) advisory relationships with law firms, medical practices and auto dealerships.
Mike is a recent New York transplant and an alum of Carnegie Mellon University's Tepper School of Business. He brings twelve years portfolio management experience and the attending deep analytical skills to CWC's platform. Mike joins CWC's investment team responsible for designing long-term wealth management strategies and allocating client and partner funds across global equity, bond and thematic market sectors. Mike also assists with the management of CWC’s publicly traded mutual fund (CWCFX).
"Christopher Weil & Company, Inc. prides itself on its deep bench and commitment to broad-based advisory and management services," said John Wells, President and CEO, "We took our time seeking the right match, in terms of experience, skills and corporate culture. I believe our deliberation has paid off. Adding Jon and Mike to our platform further strengthens our ability to help clients navigate their complex financial lives."
Christopher Weil & Company, Inc., established in 1989 with affiliations dating back to 1970, is an Investor-Manager-Advisor firm that believes that advisors should “eat their own cooking.” To that end, the principals of CWC invest alongside their clients and personally own the same investments that they recommend. For more information about Christopher Weil & Company, Inc., please visit cweil.com.