SAN DIEGO, CA (September 2, 2014) — Vistage International member company GV Financial Advisors is one of just ten Registered Investment Advisors in Georgia selected to the Financial Times 2014 Top 300 RIAs. CEO David Geller has been a Vistage Trusted Advisor group member since 1997, and Senior Advisor/Partner Charles Gray joined in 2009.
GV President Marc Lewyn, a six-year Vistage member, responded, “We get up every morning searching for ideas, opportunities, and obstacles in our clients’ path. We’re always thinking, How we can help our clients today? We don’t work hard for the awards – we do it because it’s the right thing to do. But when recognition like this comes along, it gives you a sense that others realize that what we do is important and valuable, and that’s a great feeling. The Financial Times Top 300 recognizes GV, but it was earned by GV’s advisors, and we never could have achieved it without the support of our clients who trust us to manage their money so they can lead the life they desire. On behalf of the entire firm, I want to thank the Financial Times, and our clients and advisors.”
Evaluation criteria included six factors: 1) total assets under management; 2) rate of growth in AUM; 3) years in practice; 4) the firm’s compliance record; 5) industry certification of advisors; and 6) online accessibility.
Established in 1991, GV Financial Advisors’ AUM exceeds $1 billion as of June 2014. Many GV Advisors hold Certified Financial Planner® or Chartered Financial Consultant® certifications; other personnel hold Chartered Financial Analyst® certification.
About Vistage International
Founded in 1957, Vistage assembles and facilitates private advisory boards for CEOs, senior executives and business owners. Vistage members participate in monthly, Chair-led private advisory board meetings. More than 21,000 members in 16 countries also have access to one-to-one executive coaching, expert speakers, and our global network of business leaders.
Katie McWeeney Vistage International