News

Santa Barbara, CA - October 15th and 16th, 2003

Partnervest Financial Group LLC held their second annual conference October 15 and 16, at the Montecito Country Club, in Santa Barbara. Ken Hyman, President and CEO of Partnervest, opened the event with a company overview highlighting the company growth from six registered representatives at last year’s conference, to over 35 this year, and the overall company growth from 10 to 60 people. The Partnervest Annual Conference encourages financial professionals to share their expertise with each other to ensure that every client has the best service possible. The two-day conference featured sessions on business strategy, compliance, round table discussions, and featured a variety of speakers. The topics included College Planning, Uni-K Plans, Advised Giving, 1031 Real Estate Exchanges, Variable Annuities in IRAs, and Retirement Income Strategies.


Marcy Burton and Carolyn Bishop Named Partners of the Year

Ken Hyman named Marcy Burton, Chief Marketing Officer, and Carolyn Bishop, CFP®, and Director of Financial Planning, Partners of the Year for their contributions over the past 12 months. Mrs. Burton is responsible for all the recruiting, selling, and marketing for Partnervest and all of its wholly owned subsidiaries. Mrs. Burton has demonstrated the values and spirit of Partnervest from the moment she joined Partnervest in August of 2002. Carolyn Bishop is responsible for the financial planning division of Partnervest. She has demonstrated unequaled leadership and dedication in her role. Ms. Bishop has also made significant contributions to the development of the company's proprietary STAR™ Asset Management program. Ms. Bishop joined the firm in November 2002.


About Partnervest Financial Group

Partnervest Financial Group, headquartered in Santa Barbara, California, is a privately owned full-service financial services, technology and consulting company. Partnervest and its wholly owned subsidiaries, Partnervest Securities, Inc. (Member NASD/SIPC), Partnervest Advisory Services LLC, a Registered Investment Advisor, provide comprehensive customized solutions for financial professionals, and financial institutions, by offering a full spectrum of financial services and products, as well as back-office operations, compliance, and advanced advice. Partnervest Technology Group provides multi-tiered applications and for account aggregation, electronic imaging, portfolio reporting and reconciliation. Partnervest specializes in creating profitable solutions that are cost effective and uniquely tailored for each client.