Press Releases

Commonwealth Financial Network® Congratulates Honorees on the InvestmentNews “40 Under 40” List

Waltham, MA (June 24, 2014)—Commonwealth Financial Network® congratulates two affiliated advisors on being named to the InvestmentNews “40 Under 40” list for 2014. Katherine Liola, CFP®, CRPC®, AIF®, founder and president, Concentric Private Wealth, based in McLean, Virginia, and Matthew Ramer, principal, MOR Wealth Management, LLC, based in Philadelphia, Pennsylvania, are both honored on the list. The list is published in the June 23 issue of InvestmentNews and featured online.

The inaugural “40 Under 40” list is the latest addition to the InvestmentNews franchise. The 40 dynamic honorees, all under age 40, were selected from a pool of approximately 1,200 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Winners were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership, and promise for the future.

“I am extremely pleased to see Katherine Liola and Matt Ramer recognized by InvestmentNews and honored on this list,” said Wayne Bloom, Commonwealth CEO. “Both Katherine and Matt exemplify remarkable drive and tremendous spirit—traits that set them apart and affirm their place in a list identifying the best and brightest among the advice industry’s up-and-comers.”

Bloom concluded, “These advisors are changing the industry, excelling in their practice, and prioritizing the financial livelihood of their clients, and we could not be more proud to service their evolving needs. I extend my most sincere congratulations to each on this recognition and feel privileged to witness their continued success.”

About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports more than 1,487 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.

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Press Releases