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Advanced Equities and Greenbook Financial to Combine
Significantly Expanding In-House Financial Planning and Advisory Services Capabilities - CHICAGO, June 30, 2006
Advanced Equities Financial Corp. announced today that it has signed a definitive agreement to merge Greenbook Financial Services, Inc. ("Greenbook") into a newly formed wholly-owned subsidiary dedicated to the expanding wealth management marketplace. The merger of Greenbook into the Advanced Equities organization will strengthen Advanced Equities' position in the financial services industry and further diversify its mix of industry leading products and services. The two parties did not disclose terms of the agreement. Closing is expected to occur within the next several weeks.
Greenbook Investment Management's Jeffrey J. Mindlin Earns CFA Designation Chartered Financial Analyst designation
Acknowledges professional experience and commitment to investment ethics and standards - San Diego, Calif. - January 18, 2006
Jeffrey J. Mindlin, Greenbook Investment Management's Director of Research and Co-Portfolio Manager for Discretionary Accounts, was recently granted Chartered Financial Analyst (CFA) status by the CFA Institute. This highly regarded designation is awarded to investment advisors who pass three 6-hour practice-oriented examinations, each of which demands almost 250 hours of preparation.