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APICS appoints UHY Advisors’ David Lloyd to Board of Directors

APICS appoints UHY Advisors’ David Lloyd to Board of Directors

ATLANTA -- The Atlanta APICS Chapter (Atlanta Association for Operations Management) has added UHY Advisors’ David Lloyd to its Board of Directors, where he will serve as Vice President of Administration.

The Atlanta Chapter of APICS has been serving Greater Atlanta and North Georgia since 1964. It is also one of the nation’s largest APICS chapters with over 600 members. The chapter provides operations & supply chain management education, fosters best practice sharing, networking, and professional development opportunities for members.

Lloyd is a Manager with UHY Advisors, which delivers professional financial, tax and business consulting services to companies ranging from mid-sized to Fortune 500 in size and complexity. He lives in the Midtown area of Atlanta.

Spelman announces honorees, speakers for 2015 Women of Color Conference

Spelman announces honorees, speakers for 2015 Women of Color Conference

ATLANTA -- Dynamic women visionaries who are leading in the field of technology will be honored at the 11th Annual Spelman College Leadership and Women of Color Conference May 13-14, 2015, in Atlanta.

“Technology is embedded in everything we do,” said Smith. “This year’s conference will offer bold, new-age strategies on how to successfully navigate and harness the influence of various digital platforms and concepts that impact our reality. It will also focus on how women of color are a critical part of this digital movement. The digital world transcends demographics and is a driving force in our society, which makes the topic and timing of this conference ideal.”

Brian Frank among 'Best of Best' at Barron’s Top Advisors Summit

Brian Frank among 'Best of Best' at Barron’s Top Advisors Summit

ATLANTA -- Brian Frank, Managing Director, was one of several hundred financial advisors who were selected by their firms to attend the 10th annual Barron’s Top Financial Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.

The invitation-only conference was held at the Waldorf-Astoria, September 8-10, in Orlando, Fla.

This exclusive conference is designed to promote best practices and generate new ideas across the industry.  Participants attended workshops, led by the Top 100 Financial Advisors that explored current issues ranging from business development ideas through managing high-net-worth accounts and family relationships to portfolio management and retirement planning.

Curbed.com names its Top 10 Atlanta Projects for 2014

Curbed.com names its Top 10 Atlanta Projects for 2014

ATLANTA -- Real estate website Curbed.com has released a list of Top 10 Atlanta Projects for 2014.

In introducing its list, curbed.com says, “Whether they're wrapping up, just starting or somewhere in between, major projects will be making mega progress all year long. Step back and think about it: Can any other city compete with a roster like this? Not just this year, but in any single year?”

Curbed.com's top 10 are:

Ron Hart named to Barron’s Top 1,200 Financial Advisors

Ron Hart named to Barron’s Top 1,200 Financial Advisors

ATLANTA -- Morgan Stanley announced today that Ron Hart, Managing Director, Financial Advisor, in the Firm’s Atlanta Wealth Management office, has been named to Barron’s list of America’s Top 1,200 Advisors: 2014 State-by-State.

The “Barron’s Top 1,200 Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm and quality of service provided to clients.

“I am extremely proud that Ron Hart is representing Morgan Stanley Wealth Management on this list,” commented Michael Outlaw, Branch Manager of Morgan Stanley’s Atlanta office. “This listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”

Graham Roberts named to Barron’s Top 1,200 Financial Advisors

Graham Roberts named to Barron’s Top 1,200 Financial Advisors

ATLANTA -- Morgan Stanley announced that Graham Roberts, Executive Director, Financial Advisor, in the Firm’s Atlanta Wealth Management office, has been named to Barron’s list of America’s Top 1,200 Advisors: 2014 State-by-State.

The “Barron’s Top 1,200 Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm and quality of service provided to clients.

“I am extremely proud that Graham Roberts is representing Morgan Stanley Wealth Management on this list,” commented Michael Outlaw, Branch Manager of Morgan Stanley’s Atlanta office. “This listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”

Michael Merlin named to Barron’s Top 1,200 Financial Advisors

Michael Merlin named to Barron’s Top 1,200 Financial Advisors

ATLANTA, GA March 11, 2014– Morgan Stanley announced today that Michael Merlin, Managing Director, Financial Advisor, in the Firm’s Atlanta Wealth Management office, has been named to Barron’s list of America’s Top 1,200 Advisors: 2014 State-by-State.

The “Barron’s Top 1,200 Advisors” is a select group of individuals who are screened on a number of criteria. Among factors the survey takes into consideration are assets under management, revenue produced for the Firm and quality of service provided to clients.

“I am extremely proud that  Michael Merlin is representing Morgan Stanley Wealth Management on this list,” commented Michael Outlaw, Branch Manager of Morgan Stanley’s Atlanta office. “This listing recognizes an elite group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”