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J.P. Morgan Private Bank opening office in Westlake Village

By   /  Monday, June 3rd, 2019  /  Banking & Finance, Banking Industry, East Ventura County, Latest news  /  Comments Off on J.P. Morgan Private Bank opening office in Westlake Village

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Involve your children in philanthropy

By   /  Friday, September 8th, 2017  /  Banking & Finance, Banking Industry, Latest news, Op/Eds, Personal Finance  /  Comments Off on Involve your children in philanthropy

By Mike Feldman Over the next few decades, an estimated $30 trillion is expected to pass from baby boomers to their heirs in the biggest wealth transfer in history. Unfortunately, most family wealth is earned and lost within three generations. Engaging the younger generations in philanthropic efforts is one way to prepare them for future Read More →

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Region’s Richest 2014

By   /  Friday, September 12th, 2014  /  Banking & Finance, Personal Finance, Special Sections, Top Stories  /  Comments Off on Region’s Richest 2014

Pulling back the curtain on wealth in the Tri-Counties, we rank the 20 richest people in Ventura, Santa Barbara and San Luis Obispo counties.

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Cumbre puts small caps in its crosshairs

By   /  Friday, June 3rd, 2011  /  Banking & Finance, Personal Finance, Top Stories  /  Comments Off on Cumbre puts small caps in its crosshairs

Startup money management firm Cumbre Capital tries to emulate the investing style of Warren Buffet in his younger days.

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