Tag: FREE

Informal is the name of the game with Jeff Hartman and his associates at iTP Partners, LLC, in Jacksonville, Fla. While conducting an interview in his office, it was suddenly brought to a pause. “We’ve got to go somewhere else,” Hartman says, standing. “I can’t stand sitting across the desk from you like this. I literally think I’ve had only one client in this office. It’s too stuffy and formal.” Just like that, we’re sitting comfortably at the nearby Starbucks, discussing not only business, but Hartman’s family, his connection to the city he chose as home and how he came to be the No. 7 manager for American Portfolios (AP) in 2019.

American Portfolios (AP)-affiliated financial advisor Diana Curbelo is among a group of women representing just 14 percent of the total investment professional population. She will soon be among 25 percent of women holding their Certified Financial Planning (CFP) designations. Yet, after 13 years in the business and a thriving practice with over 500 clients and close to $90 million in assets under management to show for it, Curbelo is just beginning.

There’s a certain underlying moral code that Lancastrians have,” Collier relays. “I think we are both very much products of where we grew up, which makes us a good fit here. Unlike, say the big wirehouses, we have a finger on the pulse of the slightly more conservative—that’s conservative with a small ‘c’—mindset in Lancaster. We take in more refugees per capita than anywhere else in the United States.”

From waiting tables at East End Long Island restaurants to joining AP as a new accounts associate, McGil worked his way up through the ranks—building enough confidence to strike out on his own as an investment professional. Now, married with two children, he makes his home in Westport, Conn., and commutes each day to Blank Financial, a Park Avenue Manhattan practice where he works alongside mentor and fellow investment professional Greg Blank to provide solution-driven advice to their loyal client base.

As the title might imply, while no truer words could ever be spoken enough about this woman, you will never hear her complain about work; nor will she ever imply her life is any more or less difficult than others, irrespective of gender. But what you will hear American Portfolios affiliated advisor Barbara Treadwell of Savannah, Ga., say is that she is an unapologetic workaholic who loves her life and what she does.