Agnes Lew Honored Among Bank Investment Consultant Magazine's Top 20 Program Managers
PASADENA, Calif., June 10, 2015 /PRNewswire/ -- Agnes Lew, Senior Vice President, Director of Wealth Management at East West Bank, has been named one of Bank Investment Consultant's (BIC) Top 20 Program Managers. The magazine says the job of a program manager has never been more important, so it scoured the industry to find the ones succeeding and merging the ground between banks and their investment programs. The ranking is based on a weighted average of different variables, specifically highlighting programs that focus on growth and efficiency, which BIC argues "are the result of good management." This is Agnes' second consecutive inclusion in this list.
"It is an honor to be once again included among this list of accomplished industry leaders," says Agnes. "I am very fortunate to be supported by a talented team at East West Bank. Our bicultural professionals consistently provide value-added services to our globe-trotting customers. I am confident that our integrity, diligence, and dedication will continue to ensure an excellent financial services experience for our clients."
"Once again, East West's investment program is a key industry player. We are honored to support the executives, program management, advisors and investors at East West Bank," said Catherine Bonneau, President and Chief Executive Officer of Cetera Investment Services, East West Bank's broker-dealer. "I continue to be impressed with the trust and confidence that Agnes and her advisors have built with investors, coupled with their appetite to learn more about how they can holistically meet their client's needs. I wish her and her team continued success."
About East West Bank
Launched in 1973, East West Bank pulls about 70% of its clients from the Chinese-American population, 20% from overseas, with about 10% a mix of different nationalists. The bank is a full-service offering, with $29.9 billion in assets as of April. Agnes has been running the investment services program that serves its ultra-high-net-worth clients since September 2012.
Securities and insurance products offered through, and advisors are registered with Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Both firms are under separate ownership from East West Bank and its affiliates. Investment and insurance products are * Not FDIC insured * Not Bank guaranteed May lose value * Not a bank deposit * Not insured by any federal government agency.
About Cetera Financial Institutions
Cetera Financial Institutions is the marketing name of Cetera Investment Services LLC, a self-clearing registered broker-dealer that delivers customized investment and insurance solutions to nearly 500 financial institutions nationwide. Cetera Financial Institutions helps institutions expand their financial offerings, which allows clients to pursue their financial goals through a holistic approach while delivering sound and strong financial solutions. Through Cetera Investment Advisers LLC, an SEC registered investment adviser firm, financial advisors receive a wide array of solutions and back-office support, so that they can focus on their clients.
Cetera Investment Services LLC and Cetera Investment Advisers LLC are part of Cetera Financial Group, the retail advice platform of RCS Capital Corporation (NYSE: RCAP), which provides wealth management and advisory platforms and innovative technology to approximately 9,500 independent financial advisors nationwide. Cetera Investment Services is a member of the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA). For more information, see www.ceterafinancialinstitutions.com.
About Cetera Financial Group
Cetera Financial Group is the retail investment advice platform of RCS Capital Corporation (NYSE: RCAP). It is comprised of eleven firms – four legacy Cetera-branded firms (Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services, marketed as Cetera Financial Institutions, and Cetera Financial Specialists) along with First Allied Securities, Investors Capital, J.P. Turner and Company, The Legend Group, Summit Brokerage and recently acquired VSR Financial Services and Girard Securities. The platform is the second largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Cetera Financial Group delivers award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology to approximately 9,500 independent financial professionals and over 600 financial institutions nationwide. Through its distinct firms, Cetera Financial Group offers the benefits of a large, established broker-dealer and registered investment adviser, while serving independent and institutions-based financial advisors in a way that is customized to their unique needs and aspirations. Cetera Financial Group is committed to helping advisors grow their businesses and strengthen their relationships with clients. For more information, visit www.ceterafinancialgroup.com.
Media Contact:
Una Chiu
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Gracie Wang
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SOURCE Cetera Financial Institutions
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