Skip to Content

Private Ocean was recognized this week as a 2018 Best Place to Work for Financial Advisers by InvestmentNews. The firm was chosen as one of this year’s top-50 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.

“It is an honor to receive national recognition for something we believe in so strongly,” said Susan Dickson, Private Ocean COO.  “Private Ocean embodies a culture of collaboration and consideration for others.  The way we care for our employees spills over into how they care for each other and our clients.  For us, being seen as one of the ‘best places to work’ helps to validate we are on the right path.”

“InvestmentNews is pleased to introduce our readers to firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, VP/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the inaugural survey and recognition program. The list is a first of its kind for the financial advice industry.

“We believe what makes a firm a ‘best place to work’ is its people, and we are very fortunate to work among some of the most dedicated professionals in our industry,” added Greg Friedman, Private Ocean CEO and co-founder. “We always strive to evolve our culture while staying true to our guiding principles, and it all comes down to service – for our clients, our community, and our fellow team members.  We are honored to be included among firms that recognize and value their people and that cultivate a culture of growth and empowerment.”

Private Ocean will be recognized on May 15th at the first annual Best Places to Work for Financial Advisers Awards Luncheon in Chicago at the University Club. To learn more about the InvestmentNews 2018 50 Best Places to Work for Financial Advisers, please go to and follow Private Ocean on Twitter @_privateocean.