Mountain View, California (EastBayDaily) — Helen A. Dietz, President and CEO of Stanford Investment Group, Named Entrepreneur of The Year
November 28, 2014. Mountain View, CA – Stanford Investment Group, Inc.’s President and CEO Helen A. Dietz was named Entrepreneur of The Year by Trader Magazine, the industry’s leading source of information for the Institutional Trading Community. The Entrepreneur of The Year award is presented annually to an individual who pursues and succeeds in new ventures or businesses in financial markets.
“I’m truly honored to be named Entrepreneur of The Year,” said Dietz. “This award is a reflection of the entire Stanford Investment Group team’s passion for our industry and commitment to our clients,” she said.
Stanford Investment Group has an open architecture that allows giving clients recommendations from many alternative sources. “This means we develop portfolios that meet our clients’ objectives, not ours,” Dietz explained.
Dietz received her Entrepreneur of The Year award at the 2014 Wall Street Women: A Celebration of Excellence event. The ceremony was held at New York Hilton Midtown, where more than 150 guests from the buy side, sell side, broker and financial IT community gathered to celebrate Dietz and other category winners.
Stanford Investment Group, Inc., located in Northern California, is a boutique wealth management and financial planning firm that provides independent wealth management through three distinct service suites: family office, full service wealth advisor and core wealth management. Founded in 1982, SIG understands that successful management of wealth comes not just from investment selection but also from long-term relationships with trusted advisors who are committed to helping clients realize their goals.
The average tenure for a Stanford Investment Group, Inc. client is 20 years. “Our SIG clients have been with us for so long that they are as much a part of our firm as our employees. These trusted relationships are the number one reason for our success," added Dietz.
Traders Magazine’s fourth annual Wall Street Women: A Celebration of Excellence issue features the most impressive women in the field of trading, investment and portfolio management in the U.S. capital markets. Read the interview here:http://www.tradersmagazine.com/news/people/morgan-stanley-iex-abel-noser-rbc-wall-street-women-winners-113100-1.html?pg=7
Helen A. Dietz advises individuals with concentrated stock positions and has done so for the past 25 years. She joined Stanford Investment Group in 1987 and became President and CEO in 2004. Dietz was one of the first of five advisors to work with the Schwab Registered Investment Advisor platform in the Bay Area. Prior to joining SIG, Dietz was an Advisor and Financial Planner with the boutique investment-banking firm Morgan, Olmstead, Kennedy and Gardner. A graduate of Rutgers University, Dietz holds a B.A. in Business and English with a discipline in Economics.
Dietz is also a mentor with The Idea Village, a New Orleans-based community of entrepreneurs and those who believe in them. She is a member of the American Funds Advisory Council, has served on Schwab’s Regional Advisory Council, and is a member of the Financial Women’s Association. Dietz has served on the Notre Dame High School Finance and Investment and Strategic Planning Committee. Currently, she serves on the Board of Notre Dame High School in San Jose, California.
For more information, please contact: Ellie Rand, ellie(at)ellierandpr(dot)com, 504-343-6551 http://www.stanfordinvestment.com