Vistage Member Company GV Financial Advisors Named to the 2014 Financial Times 300
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 Worldwide, Inc.
Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize businesses. For more than 65 years, we’ve been helping CEOs, business owners and key executives solve their greatest challenges through confidential peer groups and one-to-one executive coaching sessions. Today, more than 45,000 members in 35 countries rely on Vistage to help make better decisions for their companies, families and communities. The results prove it: Vistage CEO members grew their annual revenue on average by 4.6% in 2020, while nonmembers with comparable small and midsize businesses saw revenue decrease by 4.7%, according to a study of Dun & Bradstreet data. Learn more at vistage.com. Media Contact Katie McWeeney | Vistage 858.523.6875 | firstname.lastname@example.org