Marc Cohen

Executive Vice President,

LPL Financial

Unlocking Growth in Wealth Management

Mark Bruno talks with LPL’s Marc Cohen about the future of wealth management, mergers and acquisitions, and how effective technology and workflow management will drive a new wave of growth in the advice industry.

Marguerita Cheng’s Journey

Host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng on her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations.

Marguerita Cheng

CEO, Blue Ocean Global Wealth

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