To: bovik@cs.cmu.edu Subject: Financial Advisers Date: Fri, 26 Aug 88 11:36:44 EDT From: Susan Dart Below is a list of the financial advisers that people sent me. Susan Dart ------------------------------------------------------------------------------ >> Date: Thu, 02 Jun 88 15:13:19 EDT >> From: Sholom Cohen >> Subject: financial advisor >> >> In response to your request, I would like to recommend >> >> Ted Brodie >> >> I don't remember his agency's number but his home number is: 421-6837 ------------------------------------------------------------------------------ >> Date: Thu, 02 Jun 88 15:53:50 EDT >> From: Karen Coleman >> Subject: Financial Advisor >> >> In response to your post for financial advisor for a working couple. >> Try Don Popovitch, 346 Ashland Ave, Pittsburgh, Pa. 15228 (412)344-6097. >> He's excellant, works with American Capital Financial Services, Inc, and >> takes his own advice. >> Karen Coleman ------------------------------------------------------------------------------ >> Date: Thu, 02 Jun 88 16:11:39 EDT >> From: Mark Coticchia >> Subject: Financial Advisor >> >> Ours (my wife and I) has been excellent! >> >> Mr. David Rosenthal >> TransAmerica >> 344-6210 >> >> >> Mark ------------------------------------------------------------------------------ >> Date: Fri, 03 Jun 88 09:45:42 EDT >> From: Sholom.Cohen@sei.cmu.edu >> Subject: Re: financial advisor >> >> Ted works for IDS, a division of American Express (788-1122). His personal >> approach, I can't speak for the company, is to look for the best investments >> based on market trends and his clients specific situation. I don't believe >> he is limited to one class of investments, as he handles stocks, mutual >> funds, insurance, etc. >> >> I know him personnally but have not done business with him. >> ------------------------------------------------------------------------------ >> Date: Fri, 03 Jun 88 10:08:16 EDT >> From: Karen Coleman >> Subject: Financial Advisor >> >> Susan: I recommended Don Popovitch because I trust him and we use him. He >> is easy to reach and makes appointments at your convenience. He was >> originally with Paine Webber and left them to go into mutual funds because >> of the reduction of risks in that area. He is independant and suggests >> funds that he feels are good, regardless of which company they are with. He >> is a commissioned broker which means he only makes money on investments made >> with him and does not charge a fee. He is also becoming a liscensed >> financial planner of which there are only about 2000 in the country. >> Any other questions?? Karen Coleman ------------------------------------------------------------------------------ >> Date: Wed, 22 Jun 88 16:13:47 EDT >> From: Goodenough@sei.cmu.edu >> Subject: Re: financial adviser >> >> I don't have another, but the name is Executive Financial Services, Bob >> Mermelstein, 391-0662.