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December 2019

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By Capital Q Ventures
A Tri-Party Venture Fund - Organized for Qualified Investors.
By Montecito Capital Management Group
Montecito Capital Management Group and its founder, Kipley J. Lytel, CFA are winners of the Wealth & Money Management Award for Best Wealth Management Practice in Southern California. The awards are presented by Wealth & Finance magazine.
By David P. Koenig
David P. Koenig accomplishes what only a small percentage of wealth managers in the Pittsburgh area have achieved
By Norma Nelson-Wiberg
Norma Nelson-Wiberg awarded for professional excellence and exceptional client satisfaction.
By Brad Connors
Brad Connors accomplishes what only a 23% of wealth managers in the Twin Cities-area have achieved.

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