Financial Guidance Group, Inc. appoints new President and Chief Investment Officer to head up their newest office in Coronado, CA (near San Diego) and direct the firm's investment and portfolio management functions.
Carl F. von dem Bussche, CFP®, AIF®, Founder and Chief Executive Officer of Financial Guidance Group, Inc., a Fee-Only registered investment adviser located in Palm Harbor, FL announces the appointment of L. Michael Ladd, CFA, CAIA, CMT, CFP® as President and Chief Investment Officer of the firm.
Mr. Ladd has served as a Senior Portfolio Manager at his predecessor firms, Highmark Capital Management and JPMorgan, at which he collectively managed more than a billion dollars.
He received his MBA from the University of Oklahoma and holds the following industry credentials: Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Chartered Market Technician (CMT) and is a Certified Financial Planner™ (CFP®).
Mr. Ladd will head up our new office in Coronado, CA (near San Diego) and direct our investment and portfolio management functions. He will also be available in our Florida office on a regular basis.