Private Ocean President Honored as “Industry Influencer”

Tools

Greg Friedman recognized by Financial Planning Magazine for his accomplishments and industry leadership

SAN RAFAEL, Calif.--(BUSINESS WIRE)-- Private Ocean president Greg Friedman, MS, CFP, has been honored with Financial Planning Magazine’s Industry Influencer award. According to the publication, the awards recognize six advisors whose “innovative ideas and wide-reaching work are forging new paths for the financial planning industry.”

Friedman received the award for his role as a Technology Innovator. In addition to being president and co-founder of Private Ocean, Friedman is also president and founder of Junxure, a practice improvement firm that combines technology, training and consulting to help advisors streamline operations, deliver new levels of client service and grow their practices intelligently.

Junxure software was developed in response to Friedman’s desire to maintain high levels of personal service as his practice grew rapidly. First released in 2001, Junxure has become the industry standard for wealth managers. A recent Investment News survey established that more advisors use Junxure than any other software to run their practices. In October 2010, Junxure was one of three firms selected by Charles Schwab® to be part of Schwab Intelligent Integration™, together with Salesforce and Microsoft®.

“Giving clients an exceptionally personal wealth management experience is what drives everything we do at Private Ocean and at Junxure,” said Friedman. “I share this award with everyone at both firms who helps investors feel cared for and genuinely in control of their financial future.”

About Private Ocean

Private Ocean is a wealth management firm deliberately structured to give clients the intimate experience of a small firm, while harnessing the power, depth and discipline of a much larger one. The 26-person Private Ocean team seamlessly integrates personal financial planning and institutional-class investing. Private Ocean clients interact directly with a tight-knit team of specialists led by recognized industry leaders and pioneers in planning, investing, ethics and technology.

Formed in 2009, Private Ocean (www.privateocean.com) combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area – Salient Wealth Management and Friedman & Associates. Founded by Richard Stone and Greg Friedman, the firm has nearly $750 million in assets under management. Private Ocean works with senior executives, business owners and other affluent individuals with a minimum of $2 million to invest.

Photos of Private Ocean executives available on request. Email susan@privateocean.com or call 415-526-2904.