|
By Gerardo
R. Partido
Variety News Staff
FINANCIAL advisors Daniel
A. Roland and Jason Miyashita have combined their businesses to form a
team called the Asia Pacific Group at Smith Barney.
The newly formed Asia Pacific Group is expected to enhance their capabilities
in addressing the complex financial needs of institutional investors and
high net worth investors.
As part of Smith Barney, the new group will be able to offer the full
breadth of products and services to help their clients achieve total wealth
management.
The blending of extensive experience and business focuses are an added
benefit to the overall client experience, Smith Barney added.
Roland has been a member of Smith Barney for more than 24 years with 30
years served in the financial services industry.
As a senior vice president (wealth management) and as a senior institutional
consultant of Smith Barneys consulting group, he provides a full
suite of investment services and comprehensive financial planning strategies
to institutional investors such as public and private benefit funds, endowments,
foundations and high net worth individuals.
Miyashita has more than five years in the financial services industry
with two years served at Smith Barney. Miyashitas primary focus
is to manage all aspects of the financial plan, including managing key
relationships with various professionals who contribute to the success
of the client relationship.
As a graduate of George Washington University with a masters degree
in finance and investments and as a holder of the Certified Investment
Management Analyst designation awarded by the Wharton School of Business,
Roland is also a member of local community organizations including the
Rotary Club of Guam and the Guam Chamber of Commerce.
With a bachelors degree in Finance, Accounting and Strategic Management
from the Wharton School of Business, University of Pennsylvania and Father
Duenas Memorial School Guam, Miyashita also holds the chartered retirement
plans specialist and accredited investment fiduciary designations. He
is also active in the local community.
Roland and Miyashita will be supported by Maree Pelkey, a consulting group
analyst with the firm, who will provide essential technical support and
assistance to the Asia Pacific Group and will be responsible for matters
of technical policy and standards, performance measurement, and presentation
materials for technically advanced accounts.
Pelkey is a graduate of the University of Guams School of Business
with a bachelors degree in Business Administration concentrating
in Finance and Economics, and the Academy of Our Lady of Guam. She is
on the Guam Womens National Basketball team that will be representing
Guam at the South Pacific Games in Samoa in August.
Smith Barney is the private wealth management unit of Citigroup and is
a leading provider of comprehensive financial planning and advisory services
to high net worth investors, institutions, corporations and private businesses,
governments and foundations.
|