Christopher Weil & Co. Inc., a San Diego-based financial services firm, said it launched an Investors Managers Advisors Partner Professionals, a program aimed at attracting and retaining experienced practitioners in multiple disciplines to partner with CWC to serve its clients.
The IMA Partner Professionals allows them to continue to practice in an area where they have expertise, but without the overhead and administrative burdens and with the support of a team of complementary experts that they can tap into on behalf of their clients, CWC said.
Among the first IMA Partners is Bill Whittaker, a local commercial real estate veteran and chief executive of Whittaker Asset Management in La Jolla. Whittaker is heading up CWC Realty Advisors, which was established to evaluate and find commercial real estate investments for investors, CWC said.
Whittaker said through the partnership program he can serve mutual clients stronger as a team. “They have expanded what I can offer my clients and have a reputation that I am proud to connect with my brand,” Whittaker said.
—SDBJ Staff Report