Hong Kong, China--(Newsfile Corp. - January 6, 2022) - Mulberry Colburn Associates, a financial advisory company established in Hong Kong, announced today at a press conference that employees have been promoted to Senior Wealth Advisors at Mulberry Colburn Associates, beginning January 1, 2022.
The Senior Wealth Advisor Class of 2021 is made up of remarkable individuals from across the firm who have made significant contributions to the company and culture and who reflect the fundamental values of collaboration, client service, integrity, and excellence.
The 2021 class demonstrates the firm's continuous commitment to advancing the company's strategic imperatives - strengthening their core franchise and expanding their growth potential - in addition to expanding their global reach.
James Douglas Clayton
Clayton is a Wealth Advisor dedicated to thorough financial planning. Goal-oriented financial management for 18 years. Clayton, a former Credit Suisse financial advisor and retirement planner, joined Mulberry Colburn Associates in 2015. Clayton, from Cambridge, UK, is a devoted Tepper Colburn Charitable Fund member.
Anthony John Harrison
Harrison is a Wealth Advisor who assists clients in achieving their goals. In 2015, Harrison joined Mulberry Colburn after 15 years with Lloyd Bank. Harrison, from Manchester, UK, is a dedicated family man who supports local organizations. Harrison graduated from The University of Manchester with a bachelor's degree in finance and is a member of The Tepper Colburn Charitable Fund.
Oliver James Post
Post is a Wealth Advisor who provides outstanding personal attention, confidence, and technical expertise to all client planning and relationship needs. Post formerly worked with HSBC Global Asset Management for twelve years. He helped clients develop financial, tax, and risk management solutions. Originally from Plymouth UK, Post graduated from UCL with a bachelor's degree in Economics. Post is a member of The Tepper Colburn Charitable Fund.
Michael Lee
Lee enjoys giving thorough financial advice. He's been doing it for almost a decade. Lee joins Mulberry Colburn 12 years in high-end portfolio management and financial markets. Lee, from Manchester, UK, studied finance at the University of Edinburgh. Lee is a loving husband and supports many local charities. Lee is a Tepper Colburn Charitable Fund member.
Charlie Robert Cahill
Cahill defines financial advising as risk analysis and financial planning. Cahill spent eight years with Wells Fargo before joining Mulberry Colburn. Cahill earned a B.S. in Business Administration with emphases in Finance and Business Economics from the University of Minnesota. Cahill is a Tepper Colburn Charitable Fund member.
John de Beer
De Beer enjoys providing thorough financial advice. His eleven years of experience include goal-oriented financial management. De Beer, a married man with two children, was born in Johannesburg, South Africa, but educated in London, at UCL. De Beer is well-versed in the financial markets and is a member of The Tepper Colburn Charitable Fund.
Daniel Jones
Wealth Advisor to each client while keeping an eye on the big picture is exceptional. Jones joined Mulberry Colburn Associates in 2016. Originally from Finchley London, Jones graduated from King's College London with a bachelor's degree in business administration with a focus on finance and business economics. Jones is a Tepper Colburn Charitable Fund member.
George Albertus Garcia
Garcia is a Mulberry Colburn Wealth Advisor. Garcia will help clients create financial plans that balance their priorities and risk tolerance. Garcia has a BSc in Business Management from National University of Singapore and is married with five kids. Garcia is a Tepper Colburn Charitable Fund member.
Marc Webb
Webb, after 12 years of financial advising, stockbroking, and annuity sales, joined Mulberry Colburn Associates in 2016. Webb earned a bachelor's degree in Economics from the London School of Economics and Political Science. Webb is a Tepper Colburn Charitable Fund member.
Adrian Wheeler - Mulberry Colburn Associates
About- Mulberry Colburn Associates
Mulberry Colburn tailors its financial services and investment solutions to each client's unique needs and goals. Mulberry Colburn's mission is to improve your financial future by focusing on your needs.
Join us in honoring the Senior Wealth Advisor Class of 2021. We wish them continued success.
These decisions are, as always, incredibly challenging. We'd like to thank individuals who were not chosen this year for their ongoing contributions to their teams and the firm.
Nathan Reed
Alexander Redford
Stephen Lang
John Hanson
Richard Li
Walter Scott
Mei Ying
David Rivers
Adam Smith
Nora Cheng
Thomas Hobbs
Paul Wilson
Nicolas Thompson
Carina Lau
To learn more about Mulberry Colburn Associates you can visit their website
www.mulberrycolburn.com
Company name: Mulberry Colburn Associates
Contact name: Adrian Wheeler
Company address: Malaysia Building 47-50, Floor 12, Gloucester Road Wan Chai Hong Kong
Website URL: www.mulberrycolburn.com
Phone: +85230183081
SOURCE: Mulberry Colburn Associates
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/109300
