by PFI Advisors | Aug 23, 2022 | PFI Related
We’d like to congratulate Sandra on her recent promotion to Operations Manager! An integral part of our team since August 2019, Sandra started at PFI Advisors as an Administrative Assistant to CEO Matt Sonnen. She earned a promotion earlier this year to...
by Matt Sonnen | Aug 16, 2022 | PFI Related
I recently completed my third viewing of the 10-part documentary series, “The Last Dance,” detailing the Chicago Bulls’ 1998 championship season, and highlighting Michael Jordan’s entire career. I have never considered myself a Michael Jordan fan, per se, but...
by ThinkAdvisor | Jul 27, 2022 | PFI Related
Since entering the wealth management sector in July 1997, when he joined Merrill Lynch as a wire operator, Matt Sonnen has learned many lessons, he says. In a recent blog post marking his 25th anniversary in the industry, Sonnen reflected back on 25 of...
by Matt Sonnen | Jul 19, 2022 | PFI Related
This month marks my 25th anniversary in the wealth management industry. I started down this career path with Merrill Lynch in July of 1997 as a Wire Operator (you’ll have to look that job up – it no longer exists!). In 2008, I helped launch Luminous Capital, and when...
by Matt Sonnen | Mar 22, 2022 | COO Best Practices, PFI Related
I recently stumbled across this tweet from Dee Snider, the lead singer of the 80’s “hair metal” band, Twisted Sister: To provide some back story, Twisted Sister rose to fame in 1984 with their third studio album, “Stay Hungry,” which featured the hit singles, “We’re...
by PFI Advisors | Feb 8, 2022 | PFI Related
Our team continues to grow! We are excited to announce the addition of Danny Chajon to our PFI Advisors family! Danny comes to PFI Advisors from the health care industry where he primarily worked in compliance. During the pandemic, he worked with Aya Healthcare...
