Apr 08, 2015
Cleveland financial management firm adds client service devotee Kath Lepole to growing team.
Feb 26, 2014
Aaron Kamat, a Cleveland-native and experienced investment advisor representative, has joined Creekside Financial Advisors as a partner.
Jan 30, 2014
Jessica Silver, Client Manager for Cleveland’s Creekside Financial Advisors financial services firm, successfully completed the CFP® certification process.
Jun 17, 2013
Experienced financial services professional, David Atwell, joins Cleveland financial services firm as a Client Manager.
May 22, 2013
Cleveland-based financial services firm adds Chief Operating Officer and Director of Education, Dan Abrams, to further enhance the client experience.
May 16, 2013
Cleveland financial advisor, Randy Schneider, celebrates 20 years of service.
Dec 21, 2012
Financial services professional, Jeanne Cowart, joins Cleveland financial management firm as a client manager.
May 15, 2012
Charles de Vaulx, Chief Investment Officer and Portfolio Manager of International Value Advisors, LLC shared his outlook and investment strategies with Cleveland boutique financial services firm.
Feb 17, 2012
Nan Cohen, Cleveland-based Creekside Financial Advisor’s founder and CEO, is selected as one of six recipients of leadership and community service award.
Dec 06, 2011
Susan Svenson, a twenty-year financial services veteran, joined Cleveland's Creekside Financial Advisors as a client manager.