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The Connemara Group

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The Connemara Group

1700 Rockville Pike Suite 400
Rockville MD 20852

301.998.6595
info@connemara.com
www.connemara.com

Other Locations

1300 Pennsylvania Ave NW 7th FL Washington DC 20004

Services
The Connemara Group offers comprehensive wealth management, investment management, and financial planning.

Compensation methods accepted
Fixed fee based on assets or financial circumstances.

Required education for senior advisors in the firm
Advanced education in Finance or a related area
CFP® (Certified Financial Planners)
Specialty in divorce and/or mediation matters as well as fiduciary matters for trustees.

Link to SEC/state registration:
https://adviserinfo.sec.gov/IAPD/content/ViewForm/crd_iapd_stream_pdf.aspx?ORG_PK=281262

Fiduciary Doings

Tamar Frankel and Phyllis Borzi

 

The Institute organized a meeting to discuss common interests on Reg BI, the states and advocacy on January 16 in Washington. 22 leaders from nine advisor and consumer advocacy organizations attended.

Here, Phyllis Borzi (left) and Tamar Frankel, Institute Board of Advisor members, are seen readying to depart an Institute dinner, the evening before, where they led discussions.

 

Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members

 

Fiduciary Institute colors fly at CFA Institute conference. Clark Blackman (left) and Chris Cannon, Real Fiduciary Practices Board members, wear their 'Fiduciaries Rock' hats at the CFA event in Fort Lauderdale.