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HARVARD ADVANCED LEARNING CURRICULUM

Press Release                                                                                                       Johnstown,  PA  October 1, 2014

Donald W. Cowie, CPA, MBA    HAS SUCCESSFULLY COMPLETED AN ADVANCED LEARNING CURRICULUM, HOSTED ON THE HARVARD UNIVERSITY CAMPUS

Local resident  Donald W. Cowie, CPA, MBA, a financial professional with Equitable Advisors in Johnstown  has recently attended the Equitable Advisors Institute Program, hosted on the Harvard University campus in Cambridge, Massachusetts.

The Equitable Advisors Institute program provides Financial Professionals (FPs) with a deeper understanding of asset allocation wealth advisory strategies, portfolio management and the development of effective client relationships.

The educational curriculum was developed in partnership with faculty from Harvard University and Case Western Reserve. Sessions focused on the latest research and practices o f experts from leading academic and financial communities including lectures from Harold Langlois, PhD, Kate Livingston, and Sam Thomas, PhD.

Session content included:

  • How emergent theory affects risk management
  • Understanding the conceptual underpinnings of asset allocation
  • Exploring relevant aspects of the quantitative theory behind portfolio formation
  • Understanding portfolio rebalancing as a technique to manage path risk
  • Learning strategies for retaining and expanding client relationships

Donald is one of the select financial professionals nationwide to complete this wealth management curriculum.

“ I provide my clients with a local and personal financial services relationship that is supported by Equitable Advisors, a nationwide financial services organization. I have been providing financial services and products to clients for over 34 years with organizations such as Price Waterhouse & Co., UMWA Health & Retirement Funds and Equitable Advisors.”

Financial services offered include retirement funding, business continuity, estate planning, and educational funding. Financial products offered include mutual funds, unit investment trusts, brokerage accounts, fixed and variable annuities, stocks, bonds, money market funds, CD's, term, universal, variable universal and whole life insurance, health, disability, and long term care insurance, Roth, Traditional and Rollover IRA's, Coverdell Education Savings Accounts, 529 College Savings Plans 401(k)'s and 403(b)'s.  More information about his practice may be found @ www.donaldcowie.com

Mr. Cowie is a native of Johnstown has lived in Western Pennsylvania his entire life.  He hold the designation of CPA, earned my BA in Economics from the University of Pittsburgh at Johnstown and an MBA from the University of Pittsburgh. He is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, the National Association of Insurance and Financial Advisors, the Greater Johnstown / Cambria County Chamber of Commerce and the East Hills Business Association. Don has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning. Financial services available to individuals and business owners through Equitable Advisors include: strategies and products for financial protections and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity and investment products, including mutual funds. Securities products are offered through Equitable Advisors, NY, NY, member FINRA, SIPC, 10104 (212) 314-4600. Insurance and annuity products are available through an affiliate, Equitable Network, LLC and its subsidiaries.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planners Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

About AXA

“AXA is a brand name of Equitable Financial Services, LLC and its family of companies including Equitable Life Insurance Company (NY, NY), MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), Equitable Advisors, and Equitable Distributors, LLC. In business since 1859, Equitable Life Insurance Company is a leading financial protection company and one of the nation’s premier providers of life insurance, annuity, and financial products and services distributed to individuals and business owners through its retail distribution channel, Equitable Advisors (member FINRA, SIPC) and to the financial services market through its wholesale distribution channel, Equitable Distributors, LLC.

Equitable S.A. is a Paris-headquartered holding company for a group of international insurance and financial services companies, including Equitable Financial Services, LLC companies. Equitable S.A. is a worldwide leader in financial protection strategies and wealth management with 102 million clients in 56 countries as of December 31, 2013.

Media contacts: 

Cathleen Kisak, 724-766-7207

Cathleen.kisak@equitable.com

 

Discretion Winter, (212) 314-2968
discretion.winter@axa.us.com

GE-97283 (8/14) (Exp. 8/16)

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Equitable Advisors is the brand name of AXA Advisors, LLC.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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