August 7, 2020

By Leslie Hughes, California Business Journal.For some industries, like wealth management planning, it’s virtually impossible to be different from colleagues.But Elisabeth Dawson, President and CEO of Copia Wealth Management & Insurance Services and Copia Wealth Management Advisors, Inc., found a way to do that.“No one

By California Business Journal Staff.What is a carve-out? Well, it’s an intriguing and innovative option for companies investigating strategies for non-core, potentially underperforming or unprofitable subsidiaries. Only a handful of companies specialize in this space. One of them is Skyview Capital, a Century City,

By Daniel Langhorne, California Business Journal.If there’s one trait all entrepreneurs share, it’s passion. In Jeff Garell’s case, it was a passion for helping people secure financial independence and protect their legacies that led him to establish Silversage Advisors, a thriving wealth management company in