Private Ocean has appointed co-founder Richard Stone as chairman, a newly created role. Private Ocean co-founder Greg Friedman has taken the role of chief executive officer, effective January 1, 2013.
As chairman, Stone will continue to serve Private Ocean and the community.
In addition to his role as CEO of Private Ocean, Friedman is president and founder of Junxure, a practice improvement firm that combines technology, training and consulting to help financial advisors streamline operations, deliver new levels of client service and grow their practices intelligently. -Business Wire