12 Oct The Petrie Group of TSG Wealth Management Welcomes Claire Bowie
INCLINE VILLAGE, NV – The Petrie Group of TSG Wealth Management proudly welcomes Claire Bowie as the latest addition to their team. Claire joins as a Vice President, bringing a wealth of knowledge and a dedication to quality that aligns perfectly with the firm’s core principles.
TSG Wealth Management believes they stand out in the financial industry due to its unwavering commitment to quality and a disciplined approach to wealth management and investments. The firm’s cornerstone philosophy places clients and their families at the forefront, fostering a deep understanding of their present and future needs.
“We are delighted to welcome Claire Bowie to The Petrie Group,” expressed Lisa Petrie, Managing Director of The Petrie Group. “Claire’s background and passion for building strong client relationships align perfectly with our values. Her dedication to putting clients first is in sync with our founding principle of always putting our clients’ interests above all. We look forward to the positive impact Claire will have on our clients’ financial well-being.”
Claire Bowie’s journey into wealth management traces back to her high school years when her parents introduced her to personal finance and investment planning. After earning her degree in Fiber Science and Design Management from Cornell University and gaining four years of experience in financial forecasting within the fashion industry, Claire officially entered the finance sector in 2021 with Goldman Sachs’ Private Wealth Management division. She now joins The Petrie Group as the next step in the evolution of her financial career.
“I am truly excited to join The Petrie Group of TSG Wealth Management,” said Claire. “Their unwavering commitment to putting clients first resonates deeply with me, and I’m eager to leverage my passion for building strong client relationships to help our clients achieve their financial goals.”
Claire’s role as a Vice President at The Petrie Group of TSG Wealth Management’s Incline Village Office allows her to combine her passion for finance and her commitment to building strong, trust-based relationships with clients. Her primary focus is guiding clients through complex financial goals and ensuring that their financial needs are met and exceeded.
Mark Schulten, Managing Partner of TSG Wealth Management, emphasized Claire’s addition in the context of the group’s growth and success: “Claire’s arrival is further testament that it is an exciting chapter for The Petrie Group. Committed to exceeding our clients’ expectations from day one and Claire’s expertise and dedication to continuous learning align perfectly with our goals. Her addition represents an important step in our ongoing commitment to delivering exceptional results for our clients.”
Claire holds both Series 7 and 63 registrations, underscoring her commitment to providing top-notch financial services. Outside her professional life, she enjoys a range of activities, including skiing, mountain biking, hiking, travel, and exploring her culinary interests.
With Claire Bowie’s arrival, The Petrie Group of TSG Wealth Management looks forward to continuing its tradition of excellence and delivering exceptional results to clients, always with their best interests at heart.