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News

SDBJ Names HoyleCohen Among the 2017 "Best Places to Work in San Diego"

For immediate release:  July 10, 2017– San Diego, CA - -  HoyleCohen, LLC is proud to announce that we have been selected as one of the Best Places to Work in San Diego for the second year in a row!

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Vanessa Wieliczko Elected CFA Society San Diego President

July 6, 2017 – HoyleCohen is proud to announce that our Director of Investments and Portfolio Management, Vanessa Wieliczko, CFA, CAIA, CFP® has been elected for a two year term as President of the CFA Society San Diego, a group of approximately 500 elite investment professionals in San Diego County.

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Vanessa Wieliczko Selected For InvestmentNews' 40 Under 40

June 29, 2017 – HoyleCohen is proud to announce that our Director of Investments and Portfolio Management, Vanessa Wieliczko, CFA, CAIA, CFP® has been selected for InvestmentNews’ 40 Under 40. Based on accomplishments to date, contributions to the financial advisory industry, leadership and promise, Vanessa was chosen from more than 800 nominations.

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HoyleCohen Ranks In 2017 Financial Times 300 Top Registered Investment Advisers

June 22, 2017 – HoyleCohen LLC, is pleased to announce that we have been named as one of the Financial Times 300 Top Registered Investment Advisers for the third consecutive year. The list recognizes top independent RIA firms from across the nation.

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HoyleCohen, LLC has Acquired Santa Monica Based Firm

Los Angeles, LA – June 19, 2017 – HoyleCohen, LLC announced today that is has acquired Libbie Agran Financial Services (‘Libbie Agran’), a registered investment advisory firm based in Santa Monica, California.

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