Cooper/Haims Advisors LLC announced it has added a new staff member, while a current employee received a new certification.
George McCrory was hired as an investment analyst and client services support adviser.
McCrory is responsible for investment research and recommendations and trade execution.
He holds a Bachelor of Arts degree in economics from the University of Rochester.
Tax and client support adviser Xian Wong earned his certified financial planner certification.
Wong has worked for Cooper/Haims since 2010, and is responsible for income tax preparation and planning, cash flow planning and investment research and recommendations.
He holds a Bachelor of Science in business administration and accounting from Rochester Institute of Technology.
For more information on the company, visit www.cooperhaims.com.
George McCrory was hired as an investment analyst and client services support adviser.
McCrory is responsible for investment research and recommendations and trade execution.
He holds a Bachelor of Arts degree in economics from the University of Rochester.
Tax and client support adviser Xian Wong earned his certified financial planner certification.
Wong has worked for Cooper/Haims since 2010, and is responsible for income tax preparation and planning, cash flow planning and investment research and recommendations.
He holds a Bachelor of Science in business administration and accounting from Rochester Institute of Technology.
For more information on the company, visit www.cooperhaims.com.
Cooper/Haims Advisors LLC announced it has added a new staff member, while a current employee received a new certification.
George McCrory was hired as an investment analyst and client services support adviser.
McCrory is responsible for investment research and recommendations and trade execution.
He holds a Bachelor of Arts degree in economics from the University of Rochester.
Tax and client support adviser Xian Wong earned his certified financial planner certification.
Wong has worked for Cooper/Haims since 2010, and is responsible for income tax preparation and planning, cash flow planning and investment research and recommendations.
He holds a Bachelor of Science in business administration and accounting from Rochester Institute of Technology.
For more information on the company, visit www.cooperhaims.com.
George McCrory was hired as an investment analyst and client services support adviser.
McCrory is responsible for investment research and recommendations and trade execution.
He holds a Bachelor of Arts degree in economics from the University of Rochester.
Tax and client support adviser Xian Wong earned his certified financial planner certification.
Wong has worked for Cooper/Haims since 2010, and is responsible for income tax preparation and planning, cash flow planning and investment research and recommendations.
He holds a Bachelor of Science in business administration and accounting from Rochester Institute of Technology.
For more information on the company, visit www.cooperhaims.com.
