Golub Group steps up business-development efforts

FWR Staff

5 September 2007

Manager looks to increase assets through focus on Schwab's Advisor Network. David Ogburn has joined the Golub Group as a principal. He'll focus on business development through, among other avenues, Schwab's Advisor Network.

Positive growth cycle

"David brings a wealth of knowledge to our business development efforts and we are thrilled to have him on our team," says Michael Golub, founder and CEO of the Golub Group. "With a new separately managed account offering, a new office in Pasadena and a significant increase in assets under management, David joins us at a very positive time in our growth cycle."

Ogburn had been a principal at Albany, N.Y.-based First Albany Capital, where he was responsible for providing equity research coverage to institutional investors in San Francisco, Denver, Texas and the Midwest.

The Golub Group, which is based in San Mateo, Calif., manages more than $550 million, mainly for high-net-worth investors.

Schwab Advisor Network is a referral service for consumers to selected clients of Schwab Institutional, San Francisco-based Schwab's RIA custody and support-service unit. -FWR

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